Quotes & orders
Into Xero as invoices
Online payments
Matched to the right records
Customer portal
Linked to the accounts
The Challenge
A high volume of quotes and payments meant the accounts were always playing catch-up. Customer details and invoice figures were being entered in more than one place, which is slow and an easy way for numbers to drift out of line.
What We Built
We connected ShipMyCar's operational systems to Xero through the official Xero API, so quotes and orders become the right invoices in Xero and online payments are matched back to the correct records, all handled server-side, with a clear log of what moved and when.
Invoice sync
Quotes and orders become accurate Xero invoices.
Payment matching
Online payments matched to the right invoice.
Portal in step
The customer portal and the accounts agree.
Less re-keying
The team stops copying the same numbers twice.
The Outcome
Quotes and payments now update Xero automatically. Staff can check the records without having to enter the same details in both systems.
Want The Same For Your Business?
If your team enters the same information in your business software and Xero, we can look at connecting them. We’ll discuss what you need and provide a fixed quote.