Invoice directly from Salesforce to Xero with InvoiceThis

Powerful management tools allow you to take control of your data.

  • Automatically Sync Data

    InvoiceThis allows you to quickly and easily connect Salesforce and Xero. Instantly generate Invoices from Salesforce and synchronise your Contacts and Payments back from Xero.

  • Get All The Reports You Need

    Supercharge your reports with Salesforce and InvoiceThis data integration. Leveraging Salesforce reporting features allows you to monitor your business’ Accounts Receivables and Payables.

  • Easily Manage Customers and Suppliers

    Reap the benefits of the three Cs. Convenience, Consistency and Connections when it comes to your invoicing data. With InvoiceThis you can access your Contact & Payment data in one place, making management easier.

Peace of mind comes from getting Xero and Salesforce talking.

How to connect Xero & InvoiceThis

Login to the Salesforce App Exchange, download InvoiceThis and follow the step-by-step Setup guide on the InvoiceThis Setup/Configuration object in Salesforce.

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

Why Salesforce & Xero?

  • Sell in-store, online and on-the-go
    Open up a shop window to the world with the omnichannel POS perfect for brick & mortar, ecommerce, and mobile retail.
  • Manage operations efficiently
    Control products, prices and customer data across multiple locations, from any connected device.
  • Report on financials and take action
    Track sales, revenue and profit margins by product, brand, staff, or store so you can make the best decisions for your store.
  • Accelerate your business growth
    Scale easily by adding products, staff, registers and stores at the click of a button.
  • Enjoy award-winning support
    From hardware to inventory to growing your business, Clouding Arounds 24/7 global support team is here to help.

ONE FIXED PRICE FOR UNLIMITED USE

$89

a month*

  • Unlimited Transactions
  • Two Way Data Integration
  • See all Invoices in Salesforce, with live updated status
  • Create Invoices from Opportunities or Accounts
  • View aggregated charts, graphs, and totals in Salesforce per Account
  • Populate Invoice-level fields in Xero with Opportunity Custom Fields

*Billed annually, terms & conditions listed on the Salesforce app exchange.

One Easy Price.

Easily connect Salesforce and Xero.

InvoiceThis allows you to create one click Invoices from Salesforce and sync them directly into your Xero account.

Easily sync your Invoices, Contacts, Account Codes, Tax Types and Templates from Xero into Salesforce for quick and simple use with your existing data.

Pull Invoice Payments into Salesforce from Xero to track and report on your data.

No limits on processing any of your Invoices. Simple fixed price and a setup process that take minutes. Contact us today and organise your demo.

Get the InvoiceThis App

Get the InvoiceThis App or Book a Demo


Download a free trial from the
Salesforce App exchange.

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