Xero’s online accounting software simplifies billing and payments for businesses.
Automate the routine task of creating invoices by connecting your Xero account to Zendesk Sell. Once this integration is enabled, Sell will automatically prompt you to create a new invoice anytime a deal is won. You can also choose to manually create invoices from your deals in Sell.
Get started with this Help Guide: Setting up the Xero Integration for Sell
To turn on the Xero integration:
- Login to your Sell account
- Navigate to Settings > Integrations > find Xero, then click “Enable”
- Follow the steps on the screen to complete setup