Introduction

We have built a powerful integration with Xero which allows your business to operate fluidly, and efficiently. We want to avoid people needing to jump in and out of systems and shorten your cycle of quote-to-cash as much as possible.

Sales Invoicing Zigaflow handles all your processes around creating sales invoices, and thanks to our automation capabilities, most customers never do any invoicing manually.

You can tailor automations to accommodate almost any payment structure or situation.

There is an option to create invoices manually at the click of a button, however very few customers do this as it is just an admin task taking up time.

Invoices can be created from delivery notes, or sales orders / jobs.

We can handle part invoicing, proformas and the system keeps track of and reports on un-invoiced orders / jobs, amongst lots of other detailed reports.

The entire details of a sales invoice – customer information, line-item details, account codes, tax codes and even Xero tracking categories can be automatically pushed from Zigaflow into Xero based on your choice of trigger.

Payments are then processed within your Xero account, and when a sales invoice is fully paid in Xero, the corresponding invoice in your Zigaflow account is moved into the “paid” status.

This can then move sales orders or jobs into the next stage of the process automatically.

Credit Notes Credit notes can be created in Zigaflow against a sales invoice. Once again all of the relevant detail is pushed into your Xero account.

Xero Contacts If a sales invoice is created in Zigaflow for a new customer, the details of that customer are passed across with the sales invoice and create the new contact in Xero automatically.

Purchase Orders

Purchase orders related to sales are created in Zigaflow and again all detail can be passed across and into Xero down to line item and tracking category detail.