Manage your expected cashflow
Effectively Audit and Control supplier payments
Our QuoteWerks to Xero integration lets you create any of the following documents in Xero directly from QuoteWerks, in full or as part order/invoices:
- Customer Invoice
- Purchase Order
- Customer Credit Note
- Supplier Invoice
- Supplier Credit Note
Customer documents are created for the QuoteWerks “Bill-To” contact, and Supplier documents for the Vendor listed in the QuoteWerks line item. If the customer or supplier doesn’t exist in Xero, they will be automatically created.
All Xero documents are created with the descriptions, Quantities and Prices from the line items on your quote. You can use specified or default Tax Codes and Xero Account Code to be used per-line, and the document can be created in any currency you are subscribed to in Xero.