Works With Xero
“@xero plus @xocashflow = happy days”
Rapidly create and send overdue invoice reminders to your Xero contacts.
Encourage active responses by including personalised information and call-to-action buttons.
Receive payments faster.
Accounts Receivables Made Fun
Do you love Xero but wish you could do more to streamline the process of chasing up overdue invoices? Reduce your average debtor days without spending hours each week on the phone or crafting individual follow-up emails to your aged debtors. xocashflow allows you to send emails to dozens or hundreds of recipients at once; each containing personalised information such as names, invoice amounts (and amount remaining), due dates and currencies.
The system then gathers notes and feedback from your customers, including remittance advice, requests for information of proposed disputes. This is combined with reporting noting the number of emails sent each day and each month and the total value of those invoices (broken down by currency for those using the Xero Large multi-currency feature), to provide you with an at-a-glance Accounts Receivable dashboard.
How Does It Integrate?
Easily. After logging in, simply click on “Sync/Send” and a large button will appear prompting you to link your xocashflow account to your Xero account.
Click on the button to be transported to a secure authorisation area on the Xero website where you’ll be asked to provide permission for the xocashflow add-on to connect via the Xero API. Authorising will immediately return you to the SSL-protected xocashflow website, where your first sync will automatically occur (pulling down your Contact and Invoice information from Xero).
xocashflow performs another sync every day that you access the system, so as to ensure that reminders are only being sent to those contacts whose payments haven’t been received and reconciled in Xero.
What Is Xero?
- It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.