Invoice 1042Paid$2,400.00
Payments
Branded invoices clients can pay
Xero integration
Sync Assembly Payments to Xero
Start for free. No credit card required.
Overview
The Xero Integration is a one-way sync from Assembly's built-in Payments App to your Xero account. When you create an invoice, a matching invoice and customer are created in Xero, and changes and payments stay in sync.
Key Benefits
Automatically sync Assembly invoices and customers to Xero.
Match invoices to existing Xero customers, or create them when needed.
Keep invoice changes and payments updated in Xero.
Map your services to Xero items for accurate line items.
Add it, describe your changes, publish
- 01TemplatesClient project trackerMilestones and progress per engagementInstall
Add the template
It installs as a working app you can use as is.
- 02App builderClient project trackerMargotAdd a Client review stage between In progress and Done.AssemblyUpdated. Client review now sits between In progress and Done.Describe a change
Describe your changes
Tell the app builder what to change, from fields to steps, and it adapts the template to your business.
- 03portal.brandmages.comBrandmagesMeridian CorpMWebsite redesign3 of 5 milestones doneNext1LaunchIn progress0Client review1Homepage designDone3DiscoverySitemapWireframes
Publish to clients
It appears in your branded client experience, with sign-in and permissions already handled.
Pair it with the rest of your client experience
Every app connects to the same built-in CRM and appears in the same branded client experience.
Start with the Xero integration template
Start from this template for free and make it yours in minutes. No credit card required.