Is the Sales Invoice in Xero?
Brandengine makes it easy to identify if Client Invoices have been sent to Xero when a Quote has been Approved. (and then gives you a quick way to send them if they aren’t)
When a quote is approved and a sale created, BE records this information in the associated Project and makes it accessible in a number of ways.
Did you know?
Each approved quote (or quote revision) generates 1 invoice, this allows you to invoice clients based on deliveries rather than waiting until all items are delivered. This means that each Project may contain multiple Jobs and Invoices.
On the Invoices Summary Board
This is accessible from the Main Menu – MainMenu>Activity>Invoices – and provides an overview of the Sale Invoices created in BE.
Use the Filters and Sort functions to create & save various custom views/reports based on your requirements. This summary board includes the In Xero column allowing you to easily view this status.
Click on the INV# in the ID column to launch a Quicklook panel to check and update the sale status in Xero.
No, Invoice has not been sent to Xero
The invoice status is new and the Invoice has not been sent to Xero notification banner is displayed.
You are given the ability to Link the client to Xero if they are not already connected.
Once the client is linked, you are given the option to Send the invoice to Xero
Yes, Invoice has been sent to Xero
The invoice status in Xero is displayed, along with relevant financial info (which can be updated from Xero) and the Xero Invoice number.
You also have the ability to download a PDF of the invoice from Xero directly within BE.
In the Quotes Summary Board
- Click on the Quote Name – a Quicklook panel will appear
- Click on the Invoices Tab – and then the INV# you want to check
No, Invoice has not been sent to Xero
The invoice status is new and the Invoice has not been sent to Xero notification banner is displayed.
You are given the ability to Link the client to Xero if they are not already connected.
Once the client is linked, you are given the option to Send the invoice to Xero
Yes, Invoice has been sent to Xero
The invoice status in Xero is displayed, along with relevant financial info (which can be updated from Xero) and the Xero Invoice number.
You also have the ability to download a PDF of the invoice from Xero directly within BE.
Tip ~
Use Update from Xero to check invoice payment status
Use Download PDF to grab an invoice copy
In the Project the Sale is displayed in the Invoices block
Yes, invoice has been sent
The invoice status in Xero is displayed, along with relevant financial info (which can be updated from Xero) and the Xero Invoice number.
You also have the ability to download a PDF of the invoice from Xero directly within BE.
No, it hasn’t been sent
The invoice status is new and the Invoice has not been sent to Xero notification banner is displayed.
You are given the ability to Link the client to Xero if they are not already connected.
Once the client is linked, you are given the option to Send the invoice to Xero