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Do you want to stop transferring invoices, created in Autotask, manually to Xero? Then you should consider to start using this solution developed by ApplicationLink.
First, as always, you need to go through the entire invoicing process in Autotask (Approve and Post -> Items to Invoice). The integration will transfer invoices from the Autotask invoice history to Xero as sales orders (verkoop facturen). You can do this manually or fully automated (scheduled). Relevant information from every invoice line will be transferred to Xero.
The integration offers a vast amount of link settings to optimize the user experience and to influence the end result in Xero.
After every transfer a log can be viewed on our platform or via mail. This log will show you the amount of invoices that were transferred successfully and/or the ones that failed (including the reason why).
To minimize the amount of failed invoice transfers you need to coordinate certain aspects between Autotask and Xero like accounts, billing codes/articles/general ledger codes, tax and payment terms.
Do you still have some questions? Please feel free to drop us an email or contact us by phone!
The following manuals are relevant for the set-up and use of this specific integration:
No, this integration can be cancelled on a monthly basis
Yes, on the ApplicationLink platform you can review the log file of every transfer. This log file can also be send to a pre-assigned email address in the link settings
By clicking on the play button manually on the ApplicationLink platform or by setting up the scheduler in the link settings for an automated transfer
Our goal is to have a direct debit signed so that we can collect the monthly subscription fee up front
