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The Xero-for-Freshdesk app is a valuable tool that allows agents to seamlessly record Freshdesk timesheet entries as billable items on Xero draft invoices. This integration simplifies the invoicing process, enabling support teams to manage their billing more efficiently.
Billable Time Tracking: Agents can associate timesheet entries from resolved tickets directly with draft invoices in Xero. Once a ticket is closed and the timesheet finalized, agents can click the “Create Invoice” button to generate a draft invoice in Xero.
Contact Matching: If the ticket requester’s company name or email matches a contact in Xero, agents can link the ticket to an existing invoice. If no match is found, a new contact will be created automatically in Xero using the requester's name.
Automatic Population of Timesheets: When creating or editing an invoice, the timesheet from the current ticket is automatically populated on the draft invoice screen. Existing entries from other tickets are read-only during edits.
Inventory Item Association: Agents can link each timesheet entry to authorized inventory items. If an inventory item is selected, its unit price and applicable tax rates are automatically applied. If no item is linked, agents must select an "Account" name for those entries.
Draft Invoice Management: After filling in the necessary details, clicking “Create” links the draft invoice to the Freshdesk ticket. Agents can view the invoice name and status directly on the ticket details page. Admins must approve these invoices in Xero before they are sent to customers.
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We start by analyzing your workflow to ensure the integration meets your specific needs within Freshchat.
The project begins with a partial payment, after which you’ll have access to a platform for tracking progress in real-time.
We run the integration through multiple testing scenarios before final delivery, ensuring everything functions smoothly.
We look forward to working with you on your custom implementation. All we need is a few details and we'll be right with you.
The app allows agents to associate Freshdesk timesheet entries with Xero draft invoices, making it easy to convert time spent on resolved tickets into billable items.
If the ticket requester's company name or email ID matches an existing Xero contact, the app will link the ticket to that contact’s invoice. If there’s no match, a new contact will be created in Xero with the requester’s details.
Yes, agents can assign inventory items to each timesheet entry, which are selected based on admin configurations. The app will automatically apply unit prices and tax rates for the selected inventory items.
Once a draft invoice is created, it is linked to the Freshdesk ticket. The agent can view the invoice name, status, and additional details directly on the ticket details page. Admins must approve the draft invoice in Xero before it’s sent to customers.
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