What it does
Raise a deposit, a part or a balance invoice from the job. Each matches the quote to the penny, and the client's PO goes across as the reference. Invoices go to Xero through a send queue that cannot raise the same invoice twice, and payment status is read back onto the job.
If your accountant wants to look first, invoices can arrive in Xero as drafts.
What it replaces
- Retyping the quote into Xero
- The monthly fix-up of what does not match
- Chasing the PO number
Who it matters to
Around VSE Rental
Example screens with made-up data for a fictional company, Tidewater Productions.
Watch it
Keep reading
Jobs and quotes
What it does and what it replaces.
Documents
What it does and what it replaces.
Moving from your current system
What it does and what it replaces.
Start with the two discovery days
We sit with your office and warehouse, read your data and come back with a fixed scope and price. Or ask for a conversation first.