Wizard Systems
Call us now on 01454 316800
  • Home
  • About Us
    • What is CRM
    • Testimonials
    • Privacy Policy
  • Products
    • CRM >
      • GoldMine CRM >
        • IntelliClick Email Campaigns
        • Outlook & Exchange Integration for GoldMine
        • GoldMine Integrated Survey
        • GoldMine GatorMail
        • GoldMine GatorLeads
        • Mailchimp integration for GoldMine
        • wMobile for GoldMine
        • GoldMine Mobile
        • GoldMine Web
        • GoldMine Cloud
        • MasterMine for GoldMine
        • iGoldMine
        • ActivSMS for GoldMine
        • TapiLink for GoldMine
        • GoldMine Address Verification
        • Details Plus for GoldMine
        • Scanner Plus for GoldMine
        • GoldMine Sage 50 Integration
        • GoldMine Sage 200 Integration
        • GoldMine Standard vs GoldMine Premium
        • GoldMine Corporate Edition vs GoldMine Premium Edition
        • GoldMine Blog
        • goldmine pricing
        • GoldMine Alternatives
      • Sage CRM >
        • sage crm sage 50 integration
        • Sage CRM Mailchimp Integration
      • Workbooks CRM >
        • Workbooks GatorMail
        • Workbooks Web Insights
        • Workbooks Outlook Integration
        • Workbooks Exchange Integration
        • Workbooks Sage Link
        • Workbooks Constant Contact Quick Start
        • workbooks mailchimp integration
        • Workbooks Multi Language Extension
        • Workbooks Mapping Extension
        • Workbooks Multi Currency Extension
        • Workbooks Trial
      • Freshsales CRM
      • Which CRM is best
      • CRM Comparison
    • Quote Systems >
      • QuoteWerks >
        • QuoteValet
        • QuoteWerks Sage 50 Integration
        • QuoteWerks Workbooks CRM integration
        • QuoteWerks Sage CRM Integration
        • QuoteWerks Quickbooks Integration
        • QuoteWerks Web
        • QuoteWerks integration with GoldMine
        • QuoteWerks Xero Integration
        • QuoteWerks Update Maintenance Program
    • Marketing Solutions >
      • IntelliClick Email Marketing for GoldMine >
        • IntelliForm
      • Spotler >
        • GatorMail
        • GatorLeads Plus
      • Constant Contact >
        • Constant Contact Managed Services
        • Constant Contact GoldMine Integration
      • Mailchimp
    • Service Solutions >
      • HEAT
      • Freshdesk >
        • Freshdesk Pricing
        • Freshdesk vs Zendesk
    • Other >
      • Go-Global - Remote Access
      • Hosted Desktop
      • Riva - Exchange Integration
      • Inaport - Data Migration tool >
        • Inaport for GoldMine
      • Crystal Reports
      • Address Verification
  • Training
    • GoldMine Training
    • Workbooks Training >
      • Master Workbooks Training Course
    • Sage CRM Training
    • Online Training
    • Training Course Schedule
  • Support
    • GoldMine Export
    • GoldMine Support
    • Sage CRM Support
    • Workbooks CRM Support
  • Services
    • Project Management
    • Implementation
    • Data Migration
    • Data Cleansing
    • Financing & Leasing
    • CRM Webinars
    • GDPR
  • News
  • Contact Us

QuoteWerks to Xero Integration

​Our QuoteWerks to Xero integration lets you create any of the following documents in Xero by clicking a menu item in QuoteWerks.  

·         Customer Invoice
·         Purchase Order
·         Customer Credit Note
·         Supplier Invoice
·         Supplier Credit Note 

Customer documents are created for the QuoteWerks Bill-To contact, and Supplier documents for the Vendor listed in the QuoteWerks Line Item. If the Customer or Supplier doesn’t exist in Xero, they will be automatically created.   

The Xero documents are created with the Descriptions, Quantities and Prices from the QuoteWerks line items. You can specify or default the Tax Code and Xero Account (Nominal) Code to be used per line and the document can be created in any Currency you are subscribed to in Xero. 

The app also supports Part Ordering and Part Invoicing, by letting you select what to send, on each transfer e.g.  

·         the whole QuoteWerks document or
·         a fixed percentage of the whole document or
·         any combination of quantities from the line items 

For example:

After making the settings on the screen below and pressing Submit, the integration will create a Customer Invoice for 25% of the QuoteWerks order value and Supplier Purchase Orders for the first two lines only. The transferred quantities are recorded so nothing gets missed and nothing gets sent twice (it won’t let you send more than was ordered). 
Picture
For more information on the Xero QuoteWerks integration and prices, please contact Wizard Systems
​

Our Services

Products
Training
Support
Implementation
Project Management

About Us

About Us
Contact Us
Privacy Policy

Support

Contact Support
Support Page
Support Policy
Picture
©1993 - 2025 Wizard Systems UK, 01454 316800, CRM Solutions for Sales, Marketing and Customer Service