Socket + Xero
Socket’s quoting software integrates seamlessly with Xero
- When a Quote’s status is changed to Accepted, Ordered, or Fulfilled, a corresponding Customer, Invoice, and set of Inventory Items will be automatically created in Xero. If the Customer already exists in Xero, it will be updated.
- When a Payment is accepted for a Quote via Socket, a Payment will be automatically applied to the corresponding Invoice in Xero.