If you have a Xero account, you may integrate it with TeamGram and save your TeamGram orders as invoices on Xero.
Enabling Xero integration
- Navigate to Control Panel > Integrations > Xero .
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- Click on the “Connect to Xero” button and sign in to Xero from the popup window. Allow access.
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- The Xero integration page on TeamGram will reload after you sign in to Xero. The integration is active if the your token becomes visible.
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Authorizing TeamGram users to save invoices
Important: You need to authorize your departments and users on TeamGram if you’d like them to save invoices using this integration.
To authorize your users and departments on TeamGram;
- Navigate to Control Panel > Departmant access controls.
- First, select the department you want to authorize from the left pane.
- Then, click on “Customer orders” section and check the “Can create invoices” box.
- Save.
The users and departments with this authorization can save the fulfilled/completed customer orders as invoices on Xero.
Saving a customer order in TeamGram as an invoice on Xero:
- Navigate to the customer order you want to save as an invoice.
- Change the status of the order to “Fulfilled”.
- “Add to customer account” and “Save invoice” buttons become visible if a customer order is marked “Fulfilled”.
- “Add to customer account” button will save the total amounts of this order to the customer’s account in TeamGram.
- “Save invoice” button will create a new invoice on Xero.
- Click on “Save invoice” button and choose the client for the invoice.
- Select the currency for the invoice and ‘Continue’.
- “Saved to invoices” link will become visible on the customer order page when you save it as an invoice on Xero.
- You may display the invoice on Xero by clicking the “Saved to invoices” link.
- You may also click on “Go to TeamGram” link on an invoice when you’re in Xero to see the related order in TeamGram.
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Important:
If you change the status of a customer order saved to accounts and/or saved as an invoice on Xero, the account and invoice records will be removed.