Xero Integration
ConnectBooster provides a direct payment and accounting integration for Xero Integration. Simplify your billing process using ConnectBooster’s integration with Xero.
Get Integrated with Xero Today!
Automate your entire collection process with ConnectBooster’s Xero Integration. Through a custom payment portal, MSPs can reduce their aging accounts receivables from 30+ days to 1.5 days, and eliminate time-consuming billing tasks to get paid on time, every time.
How Xero And ConnectBooster Help Your Business With Billing
Designed for IT Service Providers, ConnectBooster eliminates common billing problems that prevent them from collecting predictable recurring monthly revenue. By using customizable billing rules to collect with optional zero-touch AutoPay, then reconciling all payments made directly into your Xero software, ConnectBooster automates the entire billing process from invoice to payment.
Even if an invoice includes variable or fluctuating billing amounts, ConnectBooster pulls that information, saving your accounting team countless hours of manually adjusting invoices, as well as preventing billing errors.
Scaling and growing your business just got easier Xero. Automatically reconcile payments, manage receipts, and calculate business expenses and employee taxes with ease.
Give Customers A Better Billing Experience With ConnectBooster And Xero
With full transparency to view invoice history and the ability to manage payment options 24/7, customers can easily update credit card and ACH bank payment information. Providing your customers a professional billing experience, all the while accelerating your collections process.
In addition to giving clients the ability to pay via their preferred credit or debit card, MSPs can implement the “cash discount” feature. This feature gives Xero users the ability to recoup processing fees and improve their margins with clients who prefer to self-finance using a credit card.
Managed service providers and their customers can have peace of mind as customers’ payment information is stored off of their internal network. As ConnectBooster integration with Xero offers a fully PCI Compliant Payment Vault, ensuring managed service providers do not compromise customer payment information.
Standard Benefits Xero Users Receive
Simplify the PCI Compliance process.
Save 2-4 hours a week on redundant accounting tasks.
Lower accounts receivables by 30 days.
Increase billing transparency with customers.
Key Xero Integration Features
- Accept ACH and credit card payments.
- Automatically pay invoices based on a specific amount or recurring terms.
- Payments automatically reconcile and apply back to invoices in Xero.
- Synchronize email addresses for easy client login.
- Easily View and print identical Xero invoice template copies.
- Securely store customer payment data offsite.
- Payment reconciliation to the accounting software.
- Customizable/branded portal (logos/colors & ad-cards).
- Automated new invoice notifications.
- Automated invoice past due/collection notifications.
- Automated account summary notifications.
- View if clients are receiving invoices through email history tracking.
- Automatically update customers’ cards when issuing bank makes changes.
- Automatic and on-demand integration sync capabilities.
Setting Up Your ConnectWise Manage Integration Is Easy
Getting started with ConnectBooster is easy. Our team will completely set up your payment portal and provide an installation call to train your team on using the portal. We also set up the integration with ConnectWise Manage and your accounting software.
Already a ConnectBooster partner? Click here to set up your integration.
Beyond a dedicated support team, managed service providers can access continued training and online documentation to ensure they receive their clients’ best value.