You can harness the power of Xero through Clik Service and bring your work together. No more duplicated records or lost invoices. Simplify the whole accounting process with the Clik Service Xero integration. If you’re looking for job management software compatible with Xero, Clik Service might just be the answer.
But what is Xero, and why would it benefit your business to link it with Clik Service? Let’s have a look.
What is Xero?
Xero beautifully dived into the small business accounting world with their cloud-based software in 2006. Their sleek, user-friendly design and features have seen them named New Zealand’s most loved accounting software for small businesses two years in a row.
With over two million subscribers, Xero helps small businesses get a real-time view of their cash flow. We know that some Clik customers already use Xero, and more and more businesses are being won over by their innovative accounting service.
Linking Clik Service with Xero
With the service management software Xero integration, you can ensure all payments are correctly managed from start to finish. Here are just a few of the things you can do once you connect your Xero accounts to Clik Service:
- Import your customers, suppliers and products from Xero into Clik Service.
- Post your sales invoices, purchase invoices, purchase orders and credit notes from Clik Service into Xero.
- Use the Xero exchange rates.
- New customers in Clik Service will be imported into Xero.
Get paid faster, reconcile in seconds and share information between Xero and Clik Service. Minimise the heavy lifting of your business, so you’re free to get on with the real work.
Benefits of Linking with Xero
With useful tools tailored to the construction industry, Xero is a great companion for Clik Service users. The Clik Service Xero integration has many benefits, but here are five of the best ones.
1. Seamless integration
Once set up, you’ll be able to work across and between Clik Service and Xero with ease. Carry out your usual invoicing process and the two programs will do the rest. You can post your purchase orders and credits notes across from Clik Service to Xero in just a couple of clicks.
With customisable settings, you can alter the levels of automation that is available between the two systems. Bring them together and it will make you an invoicing pro.
If you need any help with setting up the integration between the two applications, get in touch with our support team.
2. Keep track of invoices
Staying in control of incoming payments is easier with technology. Xero’s digital paper trail means no more lost invoices.
Once you’ve got an invoice created in Clik Service, it’s just a few clicks and a quick upload to get it over in your Xero account. All the details you need will be easily accessible from both programs.
You can create and send invoices online to your customers in Clik Service, then get notified when they’re opened. Everything then links to your CRM so you can easily search for and find what you need, when you need it.
3. No duplicated data
Clik Service and Xero will share data on customers, suppliers, and products, so you won’t have to re-enter your CRM data. It can take a long time to enter these same details multiple times across multiple systems. The integration ensures that any contacts that you’ve created invoices for and posted to Xero are also added as a customer/supplier contact over in Xero.
You can easily import any existing customers from Xero into Clik Service. This then prevents any confusion and ensures your customer data is up to date across the board. An organised database makes it easier to find the information you need, without worrying about alternative spellings or missing details.
4. Go paperless
Here at Clik, we are big advocates of the paperless approach to job management. With the Xero accounting integration, it allows users to carry out all aspects of the job digitally. From invoices to purchase orders, everything can be entered digitally and appear across both systems in real-time.
Moving towards digital accounting management not only makes entering details easier, but it can also protect your important work and ensure nothing is missed out.
5. Get paid faster
Because you can directly share information between Xero and Clik Service, paperwork can be arranged and completed quickly. No more wasted time searching for that one quote lost under the mountain of loose papers.
The integration also ensures your customer records are always up-to-date. Saving you time from manually entering information every time you raise an invoice for a customer.
If paperwork is completed early, then you get paid on time. Happy customers, happy business.
Connect with the right numbers anytime, anywhere, with Xero and Clik. Already familiar with Xero, but unsure of the benefits of service management software? Try out our central CRM system, Clik Service, for free.
This post was first published in October 2016 and has been edited with updated information.
