Custom templates - Add native integration between Xero and Zoho Invoice (FREE)
Add native integration between Xero and Zoho Invoice (FREE): Custom templates
"Many small and medium businesses use a combination of Xero for core accounting and Zoho Invoice (FREE) for invoicing, custom templates, client portal features, and payment links. A native Xero–Zoho Invoice integration would streamline workflows and eliminate duplication of effort."
Current Challenge:
- Users must manually re-adjust invoices in Word if to customise Xero invoices offline.
- Requires much time and effort to export, build, import and test - until working.
- Word customisation is limited, and an integration to Zoho Invoice would be much easier.
Proposed Solution:
"Add a native connector so that invoices created in Zoho Invoice can automatically sync into Xero as draft or final invoices."
- Sync customers and contacts bidirectionally.
- Include payment status updates and reconciliation indicators in Xero.
- Sync credits, refunds, and adjustments.
Benefits:
a. Saves significant manual data entry.
b. Reduces errors from dual system maintenance.
c. Enables businesses to use best-in-class invoicing without leaving Xero as the central ledger.
d. Improves real-time reporting and compliance.
Use Cases:
a. Businesses that prefer Zoho Invoice’s templating and customization but need Xero for accounting compliance.
b. Service providers with complex branding or multi-language invoice requirements.
c. Teams using Zoho CRM linked to Zoho Invoice but require consolidated financials in Xero.
Kyle Phillips
shared this idea
Thanks for submitting your idea on Xero Product Ideas. We appreciate you taking time to let us know how we could improve Xero for you.
Your feedback will soon be reviewed by our Community team, and in the meantime this can begin to build support with votes from other community members.
If you're interested to see recent releases or get a pulse on what's coming soon see The Long and Short of it. 🙂