Quoter + Xero
Quoter integrates with Xero to streamline your quoting process. Customers, invoices, and payments are automatically created in Xero each time a quote is marked as ordered in Quoter.
Xero Integration Features
When a quote’s status is changed to accepted, ordered, or fulfilled, a corresponding customer, invoice, and set inventory items will be automatically created in Xero. If the customer already exists in Xero, it will be updated.
When a payment is accepted for a quote via quoter, a payment will be automatically applied to the corresponding invoice in Xero.
Xero is world-leading online accounting software built for small business.
- Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
- Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
- Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
- Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.