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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.
Currently we are creating new demo videos of our solutions. As soon as a new demo video has been produced we will add it to our website.
For more information, questions, quotes, etc. you can contact us by phone or email. Would you like to schedule a demo? Please go to our home page and use the Calendly scheduler to book a date and time.
- One flat monthly fee despite the number of invoices transferred to Xero
- Saves the finance department a lot of time
- Every important detail of an invoice in Autotask will be transferred to Xero
- Also for these Autotask invoices you can now process payments and send out reminders from Xero
The following manuals are relevant for the set-up and use of this specific integration:
- Autotask application login
- Xero application login
- Autotask to Xero invoice link creation
- Coordination between Autotask and Xero (invoice integration)
Frequently Asked Questions
Are we obliged to a long term financial agreement?
No, this integration can be cancelled on a monthly basis
Will we be able to check what the result was of a transfer?
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
How can we execute the link/integration?
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
How are we going to be invoiced?
Our goal is to have a direct debit signed so that we can collect the monthly subscription fee up front.