ServiceWorks + Xero
Create bills in Xero for new customers in ServiceWorks
This workflow activates when a new customer is added in ServiceWorks and promptly generates a bill in Xero. It simplifies your bookkeeping by ensuring every new customer is immediately accounted for, saving your time and reducing potential input errors. Ideal for businesses looking to streamline their billing processes, it improves efficiency and ensures a seamless financial transition for each customer.
This workflow activates when a new customer is added in ServiceWorks and promptly generates a bill in Xero. It simplifies your bookkeeping by ensuring every new customer is immediately accounted for, saving your time and reducing potential input errors. Ideal for businesses looking to streamline their billing processes, it improves efficiency and ensures a seamless financial transition for each customer.
- When this happens...New Customer
Triggers when a new customer is created.
- automatically do this!Create Bill
Creates a new bill (Accounts Payable).
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Edit Customer
Triggers when a customer is edited.
Try ItNew Customer
Triggers when a new customer is created.
Try ItNew Job
Triggers when a new job is created.
Try ItFirst NameRequired
Last Name
Account NumberRequired
Email
Send Email To Customer
Customer primary phoneRequired
Send text to customer
Customer secondary phone
Send text to the customer's secondary phone number
Company Name
Note
Add Financial Charges
User Name
Password
Payment Term
Enable credit limit
Is Sub Customer
Billable To
Customer AddressRequired
CityRequired
StateRequired
First NameRequired
Last Name
Primary Phone
Send text to customer
Secondary Phone
Send text to the customer's secondary phone number
Email
Send email to customer
Note
Latitude
Longitude
Zip
Country Code
Customer Billing Address
City
State
First Name
Last Name
Primary Phone
Send text to customer
Secondary Phone
Send text to the customer's secondary phone
Email
Send Email To Customer
Note
Latitude
Longitude
Zip
Country Code
