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Add paid proposals from Better Proposals to Xero as invoices

  1. When this happensStep 1: Proposal Paid

  2. Then do thisStep 2: Create Sales Invoice

As a business owner, you need to focus on completing client projects, not worrying about mundane admin tasks. This Zapier automation keeps your books in check by creating a Xero invoice for every paid proposal in Better Proposals. That way, you can keep your focus on your client, instead of on balancing the books.

How this Better Proposals-Xero integration works

  1. A proposal is paid with Better Proposals
  2. Zapier generates an invoice in Xero

Apps involved

  • Better Proposals
  • Xero

Connect Better Proposals + Xero in Minutes

It's easy to connect Better Proposals + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

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