Looking For Some Customization ?
A closer look at Xero Module
XERO Integration module for Perfex CRM allows you to synchronize your Invoices & Payments with XERO. Here are some main features of the XERO module:
Just create a new XERO account and connect your Perfex CRM with XERO.
Sync Invoices Instantly
You can instantly sync your paid invoices to XERO right from your invoices page.
Upload Automatically or Manually to XERO
You can select whether to upload invoices / payments Automatically OR Manually to Xero.