Xero + Copper
Get a complete picture of your business, from the sales process to customer communications to invoices and payments with Copper's Xero integration.
Overview
View complete customer profiles with interaction history and financial information on one page. With Copper connected Xero, we're making it easier to collaborate with your team and get paid faster.
View any Xero invoice from inside Copper
All open, paid and overdue invoices for any lead, contact or entire account is visible. You can even view the invoice number, due date, and balance total.
View invoice history in the activity feed
Any update from Xero on invoice status, payments and due dates get automatically synced into the activity feed so sales can filter down on past invoice history to learn more.
Sort invoices
Display invoices from Xero in Copper by Created Date or Last Modified Date.
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About XERO
About Xero
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims - from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers - and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.
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