Automatic Invoice Status and Payment Updates from Xero

To streamline the sales process and reduce the workload on your accounts team, Brandengine is set up to automatically check for invoice updates from Xero.

Whenever a page containing sales invoice information is loaded or refreshed, the invoice status and payment information on that page are updated as well.

These details include:

• Whether the invoice exists in Xero
• Whether the invoice has been sent
• Whether it’s paid in full or partially
• How much has been paid and when
• The current Xero invoice status

Depending on the activity, various bits of information are then easily accessible throughout Brandengine in the following areas:

• Projects
• Jobs
• Invoices

If needed, you can always perform a manual Update from Xero wherever invoice financial information is displayed.