Is your invoicing process as streamlined as it should?
Maybe you don’t have an answer to this question right now, but let’s put it this way:
If you’re monitoring labour time, used materials and/or parts for each job (whether manually or through your maintenance management system) and then manually preparing and sending the invoices to your clients, there’s plenty of room for speeding up the process.
You’ve probably already guessed by the title of this article, but the answer is… *drumroll*…
Integrating Xero with Infraspeak
With Infraspeak and Xero, you can get rid of paperwork, spend less time managing invoices and stay on top of your spending, effectively automating and simplifying your whole selling process.
Xero is an all-in-one online accounting software that allows you to:
- Centralise everything in one place.
- Access all your invoices, contacts and accounts online from anywhere.
- Connect to your bank.
- Easily sync bank and financial information.
- Collaborate in real time.
- Work with your accountant, bookkeeper or employees, even if you’re on opposite sides of the world.
Infraspeak’s integration with Xero simplifies any sale processed through Infraspeak. Regardless of whether it’s materials, new parts or a service, it gets registered on our platform and the respective invoice is automatically created in Xero.
But what are the advantages of integrating Xero with Infraspeak?
Well, first of all, there are plenty of advantages in integrating maintenance and invoicing software in general, namely:
- Saving time by automating invoice creation.
- Improving transparency and customer trust.
- Adjusting contracts and setting prices more accurately.
- Eliminating paper and duplicated records.
For more information on this topic, take a look at our article on Integrating Maintenance and Invoicing Software.
So, why Xero specifically?
By integrating Xero with Infraspeak, you’ll be able to speed up your accounting significantly, but also get paid faster and do business from anywhere you want. Let’s dive in on how it works.
Get your accounting done faster.
As soon as you approve a sale in Infraspeak’s Sales app, the information automatically appears in Xero as a pre-invoice. This avoids losses of information or invoicing mistakes, and closes the gap between executing the job, creating an invoice and sending it out to your customer.
The result is a speed up of the work of your accounting department, which now only has to confirm payments.
Get paid faster.
Xero allows you to add online payment options to your invoices automatically, so your clients can pay you from anywhere by card or direct debit. Plus, it’s a safe solution since, unlike PDFs, online invoices are hard to tamper with.
Adjust contracts and set prices more accurately.
Since technicians can easily validate their presence on-site using their smartphones, managers can see how much time is spent with each client, how many assets need to be monitored, and the real scope of the work. Once you cross-check this information with invoices, you can review monthly fees and avoid losses.
Do business from anywhere.
Online, offline, behind a desk or in the field, this integration allows you to manage sales, send invoices automatically to your customers, and, if needed, cross-reference that information with stocks and costs.
Information flows in real-time to your finance department without having to create ledgers, duplicate records or additional paperwork.
How do you activate this integration?
Infraspeak’s integration with Xero is plug & play: Infraspeak users can simply head to the in-app Integrations Store, select Xero, click on “Connect”, and it’s done!
Infraspeak’s Intelligent Maintenance Management Platform (IMMP) and Xero’s online accounting software work perfectly when first used or connected, without the need for adjustments by Infraspeak’s team, or even your clients.
Not an Infraspeak user yet?
What are you waiting for? Schedule a personalised demo of our IMMP and find out how it can bring outstanding flexibility, connectivity and intelligence to your maintenance operations.