Xero is an accounting software specifically designed for small organisations. It's cloud-based, and specifically designed to help automate many manual accounting tasks.
With the first iteration of the Xero app for Beacon, you can invoice people and organisations at the click of a button.
You can add a Xero card to Person and Organisation records that will allow you to create new invoices in Xero.
This will create a contact and invoice in Xero and will send the invoice via Xero's email system.
The Xero card will also show a list of all invoices for that person or organisation.
Our documentation will take you through how to connect your Xero account to Beacon.
The Beacon Xero integration is live and ready for your to try right now. It's available on Beacon's Professional and Premium plans. Log in to connect your Xero account.
Excited about Beacon's upcoming integrations? Got charity CRM questions for us? Fire off an email to firstname.lastname@example.org or click the chat button in the bottom right corner of your Beacon dashboard.