Create invoices in Productive and copy them to Xero
If Xero is your go-to accounting tool, you will find that it works in perfect harmony with Productive.
Productive is the only tool you need to manage your agency. It covers everything from prospect to payment. This includes a sales pipeline, time tracking, project management, resource planning and reporting. The tool also allows you to build your budgets and convert billable time entries to invoices – in one seamless flow.
As soon as an invoice has been created in Productive you will want to copy it to your accounting tool for further processing. Since Productive integrates with Xero, all it takes is one click and you’re done.
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 categorises your latest bank transactions. Just click ok to reconcile.
How to connect Xero to your Productive account?
If you want to connect your Xero account to Productive, you need to follow a few simple steps. To find out more please study this help article on our support page.