Invoicing in Salesforce
Every Xero invoice, right where you work
See invoice status, line items, amounts due and the related account, contact and opportunity in one place. The online invoice URL and PDF are retrieved from Xero automatically, so your team never has to switch apps.
- Simple Invoicing
- Invoicing couldn't be simpler. Create an invoice from scratch, or pre-populate an invoice based on record data.
- Complete Customer 360
- View and Create Xero Contacts, Invoices, Bills, Credit Notes, Purchase Orders and more.
- Supports Multi-Org
- Cloud Conduit was built from the ground up, supporting not one, but limitless Xero Organisations within your Salesforce instance.
Invoicing in Salesforce
Every Xero invoice, right where you work
See invoice status, line items, amounts due and the related account, contact and opportunity in one place. The online invoice URL and PDF are retrieved from Xero automatically, so your team never has to switch apps.
- Simple Invoicing -
- Invoicing couldn't be simpler. Create an invoice from scratch, or pre-populate an invoice based on record data.
- Complete Customer 360 -
- View and Create Xero Contacts, Invoices, Bills, Credit Notes, Purchase Orders and more.
- Supports Multi-Org -
- Cloud Conduit was built from the ground up, supporting not one, but limitless Xero Organisations within your Salesforce instance.
Complete visibility
A complete view of your customers
With Conduit for Xero, you have a complete view of your customers and their commitments to your company. View overdue or outstanding balances, track bills owed to suppliers, all without leaving Salesforce.
- Invoice Statuses.
- Keep an eye on your customer's invoices. Allow it to inform future decisions and proactively manage your incoming funds.
- Customer Standing.
- Gain a holistic understanding of your customer's balance with your company.
- Leverage Dashboards and Reports
- Leverage Salesforce Dashboards and Reports to gain valuable customer insights.
Complete visibility
A complete view of your customers
With Conduit for Xero, you have a complete view of your customers and their commitments to your company. View overdue or outstanding balances, track bills owed to suppliers, all without leaving Salesforce.
- Invoice Statuses. -
- Keep an eye on your customer's invoices. Allow it to inform future decisions and proactively manage your incoming funds.
- Customer Standing. -
- Gain a holistic understanding of your customer's balance with your company.
- Leverage Dashboards and Reports -
- Leverage Salesforce Dashboards and Reports to gain valuable customer insights.
Built for scale
Automation-ready and always improving
Create bulk invoices or bills with out-of-the-box Salesforce automation tools. Choose one-way or two-way sync. We ship regular improvements — and we want to hear what you need next.
- Automation Ready
- Create bulk invoices or bills with ease using out-of-the-box Salesforce automation tools.
- One or Two Way Sync
- Leverage a one, or two way sync, based on your company's needs.
- Premium Support
- Get dedicated support from our team of experts to help you maximize your integration potential.
Built for scale
Automation-ready and always improving
Create bulk invoices or bills with out-of-the-box Salesforce automation tools. Choose one-way or two-way sync. We ship regular improvements — and we want to hear what you need next.
- Automation Ready -
- Create bulk invoices or bills with ease using out-of-the-box Salesforce automation tools.
- One or Two Way Sync -
- Leverage a one, or two way sync, based on your company's needs.
- Premium Support -
- Get dedicated support from our team of experts to help you maximize your integration potential.
Get Conduit for Xero today, completely free.
No per-user charges, no sync limits, no cost — ever. Install Conduit for Xero from the Salesforce AppExchange.