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    PLACEMAKERS

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    Integration with XERO

    With PlaceMakers Invoices Online now accessible from the Trade Portal you can manage your invoices directly from the Trade Portal in to your Xero accounting software. Find out more below!

    About Xero

    Xero is an all-in-one accounting software built for small businesses. It has everything you need to run your business, from payroll to expenses it works for you.

    • Everything in one place. Automate invoicing and reporting, keep tidy records and get a full financial picture of your business with Xero.
    • Xero for mobile. Run your business from anywhere with Xero mobile app, giving you easy access to the tools you need to run your business on the move.
    • Connect to your bank. Set up bank feeds from your bank accounts so transactions are imported securely into Xero every day.
    • Collaborate with your team. Use Xero to work with your accountant, bookkeeper, or employees where they can submit expenses, manage leave and send invoices.

    Find out more about Xero all-in-one accounting software here.

    How we can help you

    • No more manual entering PlaceMakers Invoices into Xero (receive goods today and invoice will be in your Xero account tomorrow morning)
    • Invoice in Xero has a link to bring up the copy to view/print
    • No more paper copies needed
    • Simple set up which covers all accounts you may have with PlaceMakers
    • You can turn off/on the automated feed to Xero in case you want to check the invoice first. A simple tick will allow you to select which invoices to post after you check them.

    Let's connect

    First things first;

    • You need to have access to Invoices Online or the Trade Portal (as an account owner or admin)
    • You need to have an active Xero account
    • You need to have had all your invoice files uploaded to your Invoices Online account

    If you've got all of the above, download our "How To" guide here.