Xero Accounts Integration

Storage Manager integrates fully with Xero Accounts.

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Add Customers

• Create new customers on Xero.
• Match customers in Storage Manager to existing customers in Xero.

Create Invoices

• Create invoices on Storage Manager and post them to straight to Xero.
• Post as draft or approved invoices.

Xero Status

• Using Display Options you can quickly view the Xero status of your customers.
• You can see which of your customers exist on Xero.

Post Bulk Invoices

• Select group of invoices to post to Xero.
• Use bulk action to send to Xero.

Track Payments

• When invoices are paid on Xero, Storage Manager will automatically mark invoices as paid.
• Use display options to see if customers have money due or overdue.

Directly link to Xero

• Open an invoice in Xero straight from Storage Manager.
• Storage Manager links you to the invoice in Xero so you can add payments etc.