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.
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