Scratch - Advanced Xero Integration Application
Scratch is an advanced integration application that Bi-Directionally integrates Salesforce and Xero, giving you the ability to generate, approve, email and report on invoices in Xero directly from record's within Salesforce. - Create single line item invoices instantly from Objects such as Accounts. - Create Multi-Line Invoices using existing Salesforce record data such as Opportunities with Opportunity Products, Order's with Order Products - Create custom bespoke multi-line invoices on the fly using Salesforce/Xero Products. - Import Xero products into Salesforce with one click. - Report on clients average time to pay and predict payment dates for future invoices. - Add multiple Xero Accounts as standard and choose where invoices are raised.
Top keywords
- invoices6×5.36%
- salesforce5×4.46%
- xero5×4.46%
- products4×3.57%
- accounts2×1.79%
- multi-line2×1.79%
- multi-line invoices2×1.79%
- report2×1.79%
- xero products2×1.79%
Quickbooks Online By Tally Integrations
Tally brings QuickBooks Online billing, accounts receivable and payment management directly into Salesforce. Sales, finance and operations teams automate accounting transactions, collect or record payments and track balances without leaving Salesforce. BILLING AUTOMATION Create QuickBooks invoices, estimates, sales receipts, purchase orders, bills, refunds and recurring invoices. Use Salesforce Flow to generate transactions automatically, such as invoicing when an opportunity closes. ACCOUNTS RECEIVABLE Track open, paid, partially paid and overdue invoices, record full, partial or multi-invoice payments, send reminders and download invoice PDFs. PAYMENTS Accept credit card and ACH payments, and record cash, check, wire and external payments, individually or through Flow automation. SYNC Keep QuickBooks Online and Salesforce synchronized across customers, products, invoices, estimates, sales receipts, purchase orders, payments, balances, classes, tax rates and statuses. A Product Sync Health dashboard tracks products. Tally is more than a QuickBooks connector. It is a Salesforce billing, payment, receivables and accounting automation platform for QuickBooks Online.
Top keywords
- payments6×3.92%
- quickbooks5×3.27%
- salesforce5×3.27%
- invoices4×2.61%
- automation3×1.96%
- billing3×1.96%
- record3×1.96%
- sales3×1.96%
