Salesforce ⇄ Xero
Connect Salesforce And Xero With ActiveInvoice
Create invoices in Xero with a push of a button from Salesforce
Create and sync Xero Contacts Directly from Salesforce
Sync one Salesforce Org with Multiplie Xero accounts
Two-Way Sync of payment Information
Realtime reporting on invoice payment status
ActiveInvoice Installation Process
With guided support from our team, ActiveInvoice is fast to install and configure within your Salesforce Org
Fast Installation
Hassle free guided installation. Realtime two-way sync from Salesforce to Xero
Custom Configuration
Our technical team are able to support your custom development requirements
Customer Support
We understand you will have questions. Troubleshooting and general support available
Create Xero invoices directly from Salesforce from Standard and Custom Objects
How it works - Trigger the creation of an invoice directly from Salesforce automatically on an opportunity stage change (e.g. Closed Won), or create an invoice anytime via a click of a button named "Send to Xero".
Invoice Status Report (Included)
Utilise Salesforce's modern reporting analytics to gain realtime insights into your customers payment status. Forecast cashflow more accurately, identify invoice issues quickly and share with team members in order to make informed decision on your invoice settlement process.
Invoice Status Dashboard (Included)
Utilise Salesforce dashboard capability to present multiple report elements side-by-side using dashboard components on a single dashboard layout.
Connector Features
ActiveInvoice is a Salesforce App and connector providing a seamless and real-time connection between Salesforce and Xero. Streamline and automate the Invoice creation process right from within Salesforce. ActiveInvoice for Xero, making Invoicing effortless.
Say goodbye to invoicing headaches! ActiveInvoice is your all-in-one solution for effortless and efficient invoicing. Supercharge your invoicing process!
Automate the Xero invoice creation process from Salesforce
Trigger invoice creation automatically, or via the click of a button “Create Xero Invoice” from any Salesforce object
Custom Configuration and Features
Custom configuration and features available. Salesforce stand and custom objects supported.
Connect Multiple Xero Accounts
Running multiple P&L’s, or have a Franchise Model? ActiveInvoice can connect to multiple Xero accounts from one Salesforce Org
Invoice Payment Status Reporting
Track Invoice start and payment status via Slaesforce reporting and Dashboard insights
Commonly Asked Questions
- Can I Sync Financial Data Two-Ways?
Yes, ActiveInvoice allows for both a one way push of information from Salesforce to Xero and a Two-Way sync of information back from Xero to Salesforce. Data from Xero can include invoice numbers, payment status and the Invoice PDF
- Does the ActiveInvoice connector automate the reconciliation process in Xero?
No, ActiveInvoice does not automate the reconciliation process in Xero. If you are using ActiveInvoice with its Two-Way sync feature then ActiveInvoice will sync information from Xero to Salesforce on a reconciliation event automatically.
- Can I sync payment plan information from Salesforce?
Yes, via an ActiveInvoice custom feature. ActiveInvoice is able to sync payment plan details and set up either as multiple invoices, or multiple line items on a single invoice in Xero.
ActiveInvoice reporting within Salesforce will show the payment status of each payment and identify whether a payment has been missed, or is late based on a defined period of time (e.g. 1 day, 1 week etc).
- Is there an invoice status report?
Yes one report. A Salesforce Account and Invoice Status report, which includes:
- Account Name
- Invoice Payment Status
- Invoice Amount
- Invoice Number
- Invoice Due Date
Additional reports are available under our custom offering
- How many dashboards and components are included?
One dashboard with up to 6 components, including
- Paid invoices
- Open invoices
- Due date
- Unpaid
- Total value of paid
- Total value of unpaid invoices
Additional dashboards and components are available under our custom offering
- Can I view the invoice PDF in Salesforce?
Yes. In the custom (premium) version of ActiveInvoice the invoice PDF is synchronised back to the Salesforce related files section
- How does the pricing work?
ActiveInvoice is available on an upfront quarterly, or annual basis. Contact us for more information.
- How do I create an invoice from Salesforce?
An invoice can be automatically created on the change a stage in Salesforce, commonly the change to “Closed Won” on the opportunity object. Alternatively many customers prefer a Button on the Opportunity, or Work Order Object to sync and create your invoice at any point.
- Can I send an invoice from Salesforce?
Under our custom offerings, an automation can be set up to send the PDF to the Invoice Contact via a Salesforce generated email template
- Can I sync payment types between Salesforce and Xero?
Yes, Credit Card, Eftpos, BPAY, Afterpay, Latitude Pay. Contact us for further information.
- Can I connect to more than on Xero Account?
Yes, with our custom features you are able to connect to multiple Xero Accounts. ActiveInvoice will support a Franchise model
Customer Experince
The ActiveInvoice Connector can benefit any business via automation of the Invoice process between Salesforce CRM and Xero.
The ActiveInvoice Connector allows you to send and sync information between Salesforce and Xero from any field within Salesforce, for example, the Total Amount, Payment Plan and Payment Terms, Payment Type, unique Salesforce ID’s, Product and Service information and multiple address types including, ship to, or bill to addresses. Contact as now to discuss any custom requirements.
Trans Tasmin Business Circle
Business Events and Advisory Services
"Challenge: Manual invoice creation in multiple Xero business accounts. Solution: The ActiveInvoice connector now allows Trans Tasmin Business Circle to automatically push the relevant customer and purchase information to the relevant Xero Account."
Departure Pets
Travel Industry
"Challenge: Manually creating and managing multiple quotes and credit card payments daily was time consuming and prone to payment errors. Solution: With the ActiveInvoice connector Departure Pets are now able to quote, generate the Xero Invoice, take credit card payments and report on payments status' all without leaving Salesforce."
Online Courses Australia
Registered Training Organisation
"With the ActiveInvoice connector Online Courses Australia (OCA), a Registered Training Organisation have been able to completely automate the Xero Invoice creation process based on the various payment methods being captured within Salesforce CRM. OCA have seen increased productivity and greater insights through Salesforce’s analytics and reporting capabilities."
Request a Demo
ActiveInvoice is a Salesforce App and connector providing a seamless and real-time connection between Salesforce and Xero. Streamline and automate the Invoice creation process right from within Salesforce. ActiveInvoice for Xero, making Invoicing effortless.