Do you need to send multiple transactions in one invoice?
Imagine your business has hundreds of transactions that you invoice to the same client at the end of the month. Typically, your accounts person would manually encode and add these transactions one by one, or he/she will be creating multiple invoices for one client in Xero.
Do you wish for a tool that can automate and combine these multiple transactions into one invoice in just a few clicks?
Good news, here’s another enhancement for your Zoho CRM and Xero integration – Custom Data Aggregation wherein you can easily combine multiple transactions in one invoice.
You only need one click in Zoho CRM to push the invoice to Xero and the system does everything. Upon reconciliation in Xero, status will be push back to Zoho CRM.