Teamgate and Xero integration allow users to see Xero invoices in Teamgate, create draft invoices, copy company details to and from Xero account. For the instructions how to connect Xero with Teamgate please see this article.
When Xero is integrated you will see empty Xero invoices block in Companies and People cards.
Note: Xero invoices block is not displayed in Leads section.
1. How to link Client in Xero with a Customer in Teamgate?
In order for the Xero invoices block to start displaying invoices, you should link the customer in Teamgate with a client in Xero:
1.1. If the client you want to link already exists in Xero- click "+" and start searching for the client > select client from search results and client will be linked with Teamgate.
Note: Do not use Quotation marks (ex.: "Company name") when using search, because the contact won't be found.
1.2. If the client does not exist in Xero- click "+" and click "Create a customer in Xero". The client will be created in Xero.
1.3. If you are getting the following error message, it means that you try to add the company that already exists in Xero. In order to link companies follow the instruction described in section 1.1.
2. What are the statuses of invoice?
When the company is linked-invoices will be displayed according to their statuses in Xero:
Authorized - an Invoice that is Approved and Awaiting Payment OR partially paid;
Draft- a Draft Invoice (default);
Submitted- an Awaiting Approval Invoice;
Paid - an Invoice that is completely Paid.
Total value - the sum total of all invoices generated in Xero. If there are invoices in more than one currency- the total value will be in currency as it is set as default currency in Xero.
3. Other functions.
Open menu by clicking three dot icon on the right-hand side and select the action you wish to accomplish.
3.1. Unlink from Xero- the customer will no longer be linked with Teamgate. This might be helpful if the companies were linked by mistake or you wish to link another company.
3.2. Create Invoice draft.
Fill the data in the pop-up window and click save. Later you will be able to open invoice draft in Xero by clicking on invoice title in the Xero invoice block.
Invoice draft may be created at the time the deal is won. Select "yes" in the line "create Xero invoice" and click "Save"
Fill all the details and click save: