Connect Your CRM to Xero: Automate Invoicing and Payments
Your team is retyping won deals into Xero by hand. One client cut that from six hours a week to one, started getting paid nine days sooner, and recovered R117,000 in year one.
All Integrations
Accounting Integrations
We connect your CRM, online store and other tools to Xero, Sage, Palladium, QuickBooks, Zoho Books and NetSuite. Invoices, payments, products and stock sync on their own, so nobody re-types them and VAT stays SARS-ready.
Ecommerce to ERP Order Sync
Shopify, WooCommerce and Takealot orders flow into Sage Evolution, SAP Business One, Syspro, Odoo or NetSuite.
Xero Integration
Two-way Xero sync for contacts, invoices, payments and credit notes, including Xero South Africa bank feeds.
Sage Business Cloud
Automatic invoicing, customer sync and VAT-ready tax invoices in Sage Business Cloud.
Sage Pastel (Desktop)
Connect Pastel Partner or Xpress to your CRM and store while data stays on your server.
Palladium
Palladium products, price lists and stock on your WooCommerce store, with web orders back in Palladium as sales orders.
Sage 50 (Desktop / Peachtree)
Connect desktop Sage 50 company files to your cloud CRM.
Sage Evolution / Sage 300
Connect Sage Evolution to your CRM for stock-aware sales orders, and sync Sage 300 People payroll.
Multi-Entity / Multi-Company Billing
Route CRM deals to the right Xero organisation or Sage company, plus inter-company invoicing.
QuickBooks
Automatic invoices, payment tracking and customer sync with QuickBooks Online or Desktop.
FreshBooks
Won CRM deals become FreshBooks invoices, with client details kept in sync.
MYOB
CRM sync with MYOB Business and AccountRight, with GST-compliant invoices.
Zoho Books
Go past Zoho's native connector, or connect a non-Zoho CRM to Zoho Books.
NetSuite & Enterprise ERP
Multi-subsidiary billing, revenue recognition and multi-currency consolidation in Oracle NetSuite.
Revenue Recognition
Recognise revenue on delivery, not deal close, in line with IFRS 15 and SA deferred-income rules.
Multi-Currency & FX
Book foreign deals in ZAR at invoice-date exchange rates, so forex gains and losses stay accurate.
VAT & SARS Tax Invoices
Section 20 tax invoices with correct VAT codes, sequential numbering and VAT201 eFiling packs for SARS.
PAYE & EMP201 Filing
EMP201 and EMP501 returns prepared from SimplePay, PaySpace or Sage 300 People, with IRP5s and UIF.
Chart of Accounts Mapping
Map CRM products to the right revenue accounts, tracking categories and cost centres.
Deal Expense Allocation
Link CRM deals to expenses for real profit per deal, plus mobile expense claims.
Project Costing & Cost Centres
Link CRM projects and approved timesheets to cost centres, so you see live project margins.
Budget vs Actual Tracking
Budgets, CRM forecasts and ledger actuals in one view, with alerts when spend runs over.
Line Item Mapping
Keep CRM deal products as separate invoice lines with quantity, price, VAT and account code.
Project Tool Line Items
Pull deliverables and rates from Asana, Monday.com, Jira, ClickUp or Notion into Xero or Sage invoices.
Product Catalogue Sync
Keep SKUs, price lists and tax codes the same in your CRM and accounting.
Billing Plan Catalogue / Subscription Tiers
Manage plan tiers, add-ons and custom pricing in one catalogue synced from CRM to billing.
Invoice PDF Generation & Branding
Branded, SARS-ready invoice PDFs from Xero, Sage and QuickBooks, generated in batches.
Payment Terms Sync
CRM payment terms like net-30 and COD set the right invoice due dates automatically.
Discount Sync
Carry CRM quote discounts onto accounting invoices so pricing and margin reports stay accurate.
Purchase Order Matching
Put PO numbers from CRM deals on invoices so customers' AP teams don't send them back.
Three-Way Matching (PO / GRN / Invoice)
Match supplier invoices to purchase orders and GRNs before payment, catching quantity, price and VAT errors.
Credit Notes & Refunds
Raise credit notes for cancellations and returns, matched to refunds, with SARS-ready audit trails.
Milestone & Progress Billing
Raise deposit, progress and final invoices when milestones close in CRM, Asana, Monday.com, Jira or ClickUp.
Deposit & Balance-Due Billing
Invoice the deposit on booking, then the balance on completion, with the deposit credited.
Customer Deduplication
Find and merge duplicate customers across CRM and accounting into one master record.
Retainer & Monthly Billing
Monthly retainer invoices from CRM agreements, with overage billing and ad-hoc work on one invoice.
Usage-Based & Metered Billing
Turn usage data into invoices at cycle end for API platforms and SaaS.
Trial-to-Paid Conversion
Capture cards at signup, prorate the first invoice and recover failed first charges.
Pro-Rata / Mid-Cycle Plan Changes
Work out prorated charges and credits automatically when customers upgrade or downgrade mid-cycle.
Contract Renewal Invoicing
Renewal invoices triggered from CRM dates, with price increases and notice-period alerts.
Signed Contract to Invoice
Raise the first invoice when a contract is signed in DocuSign, PandaDoc or Dropbox Sign.
Time Tracking to Invoice
Approved timesheets become invoice lines with your rate cards, plus WIP and utilisation reporting.
Bulk & Batch Invoicing
Run a whole batch of invoices from a levy roll, membership list or wholesale customer file.
Overdue Alerts & Collections
Payment reminders by email, WhatsApp and SMS with pay links, plus aged-debtor alerts in your CRM.
Invoice Ageing Reports
Scheduled 30/60/90 day ageing reports from Xero or Sage, sent by email or WhatsApp.
Customer Invoice Portal
A branded portal where customers see invoices, download PDFs and pay, plus WhatsApp invoice delivery.
Invoice Fraud & AP Controls
Flag BEC invoice fraud, supplier bank-detail changes, duplicate payments and unusual spend in accounts payable.
Commission Calculation
Commission worked out automatically from closed deals and confirmed payments.
Revenue Reconciliation
Explain the gap between CRM revenue and your P&L, with bank and gateway matching at month-end.
Bank Statement Extraction
Read FNB, Standard Bank, Absa and Nedbank statements and match transactions into Xero, Sage or Pastel.
AP Invoice OCR Capture
Pull line items, VAT and supplier details from PDF invoices, then post checked bills.
AI Invoice Categorisation & Routing
AI codes supplier invoices to GL accounts and cost centres, then routes them for approval.
AI Invoice Processing
AI reads supplier invoices, matches purchase orders, flags problems and sends bills for payment approval.
Live Financial Dashboards
Live views of pipeline, revenue, cash, aged debtors and P&L that replace month-end Excel packs.
Audit Trail & Compliance
Sync logs, invoice-to-deal history and edit records ready for IFRS, SARS and external audits.
Fixed Asset Registers & Lifecycle
A live fixed asset register with depreciation, maintenance and SARS capital allowance packs, synced to accounting.
Invoice Approval Workflows
Invoice drafts wait for sign-off from the right approvers before they post to accounting.
Partial Payment & Instalment Sync
Allocate partial payments against Xero or Sage invoices and show live balances in your CRM.
Invoice API / Programmatic Billing
An invoice API so your product, CRM or store can create Xero, Sage or QuickBooks invoices.
Inventory-Aware Invoicing
Check stock before a deal is confirmed so sales can't oversell.
Inventory Accounting Sync / COGS Automation
WMS and warehouse stock movements post inventory and COGS journals into Xero, Sage or Pastel.
Customer Lifetime Value
Customer lifetime value based on actual cash, from CRM deals, payments, refunds and bad debt.
Multi-system Sync
Keep CRM, ecommerce and accounting in sync, with retries and alerts when something fails.
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