Overview
BlueFolder (www.bluefolder.com) is field service management software that includes CRM, work order management, scheduling, billing, equipment tracking, contracts, recurring jobs + more. AccountsInSync creates invoices in Xero from completed jobs in BlueFolder. It automatically creates individual or monthly consolidated invoices and can create Recipient Created Tax Invoices for subcontractors.
BlueFolder by AccountsInSync + Xero
Invoices are automatically created in Xero when jobs are completed, no billing
batch process required.
Invoices can be created individually or consolidated per customer on a monthly
basis.
Invoices can be automatically emailed to customers.
Due Dates on invoices can be set from Xero contacts.
The details on invoices works with the Inventory item codes and account codes
in Xero.
Getting started
Sign up and follow the Setup Instructions to connect Bluefolder and Xero. You'll be creating invoices in no time.
