Eliminate double data entry between your sales pipeline and your accounts. Connect your bespoke Veltris CRM to Xero to generate invoices from quotes, sync client accounts, and track payment status in real time.
When a client accepts a quote in your CRM, one click converts the agreed estimate into a draft or approved invoice inside Xero. Line items, quantities, and descriptions transfer perfectly without manual re-typing.
Standard 20% VAT, reduced 5% renovation rates, or zero-rated items map directly to your established Xero chart of accounts. Your bookkeeper or accountant receives clean data aligned with your accounting structure.
When a customer pays an invoice via bank transfer or online gateway, Xero notifies your CRM immediately. The job status shifts from 'Awaiting Payment' to 'Deposit Paid' without you checking bank feeds manually.
Client postal addresses, phone numbers, and billing company names stay perfectly synchronised between both platforms. Outstanding balances appear directly on the CRM project record before you begin new work.
Xero connectivity is included as a standard integration in our custom CRM build. You test the full workflow during your 30-day pilot before committing to full setup fees.
It works alongside Xero. Xero remains your authoritative ledger for bank reconciliation, payroll, and HMRC tax filing, while your Veltris CRM handles sales pipelines, job quoting, and client communication.
Yes. If a project requires a 10% booking deposit, 40% first-fix milestone, and 50% practical completion invoice, the CRM can generate each sequential Xero invoice as the job moves through each operational milestone.
No. Veltris builds the integration natively using the official Xero developer API. Ongoing maintenance and API updates are fully covered by your monthly £300 retainer.
Explore other integrations and modules: