Sync your Xero contacts and invoices
Get paid faster with MessageDesk’s Xero integration
46% of small and medium-sized businesses find it difficult to get paid on time. Here's why: they don't have easy, automated ways to send invoice reminders and access contact information. MessageDesk solves this problem by syncing automatically with your Xero invoices and contacts.
Text invoice reminders to your Xero contacts
Select a contact with an open invoice and text a Xero payment link using MessageDesk
Select a contact with an open invoice and text a Xero payment link using MessageDesk. Payments get completed faster and on time when customers have easy access to payment portals. Each Xero invoice reminder text message instantly routes the message recipient to the Xero payment collection portal where they can pay their open invoice.
Schedule automatic invoice and payment reminders
Automate and personalize your Xero invoice and payment reminders at scale
Time savings start with easy-to-use automation that scales to fit your needs. Use tags and templates to automatically insert pre-saved invoice messages with personalized invoice and contact information. Auto-insert contact information like:
- {{ FirstName }}
- {{ InvoiceBalance }}
- {{ InvoiceDueDate }}
- And more!
How To Connect Xero And MessageDesk
- Sign in to MessageDesk using your Xero Account.
- Select Xero as your data provider.
- Confirm and authorize MessageDesk to connect to your Xero account.
- MessageDesk will send you an in-app notification once your data sync is complete.
About Xero
Xero is world-leading online accounting software built for small businesses.
Get a real-time view of your cash flow. 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 categorizes your latest bank transactions. Just click ok to reconcile.
About MessageDesk
MessageDesk is a smarter, simpler business text messaging application.
Keep connected to your contacts and customers from any device. Send text messages from your desktop, tablet, or mobile phone using our native iOS and Android Apps.
Sync your Xero contacts and invoices in real-time for the most up-to-date customer information.
MessageDesk makes it easy to see which invoices are open and who needs reminding for payment collection.
Send a Broadcast to groups of contacts without "reply-all". It's like "BCC" for text messaging.
Once a contact responds, go to the MessageDesk Inbox for 1-on-1 text messaging and instant replies.
Additional Resources
Check out these additional invoicing and Xero resources.
Small Business Invoicing Guide | How to Send an Invoice
Small business invoicing takes time and getting customers to pay their bills can be a hassle. Read our guide to learn how to get paid faster.
|
min. read
Text messaging Guide for Legal and Accounting Professionals
Learn how text messaging works for firms of all sizes. We show you everything you need to know when texting clients.
|
min. read
How to Sync Xero with MessageDesk
Learn how to sync your Xero account with MessageDesk. We walk you through syncing contacts and payment information.
|
min. read
