automate invoicing and improve business processes

BlueFolder & Xero inSync

two great cloud apps now inSync!

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Easy job tracking & billing just got even easier with Bluefolder & Xero inSync

Bluefolder & Xero inSync by accountsinsync.com brings simple, automated invoicing and financial features to Bluefolder – field service made easy through a powerful integration with Xero – beautiful accounting software.

This delivers time-savings and provides you the information you need to make better business decisions – features usually limited to more complex and expensive systems. But now it’s easy! You can instantly send customers an invoice from your Xero accounting software when you close tickets in Bluefolder. And that’s just the beginning..

No Billing Batch

No more manual Billing Batch process – invoices are automatically created in Xero and delivered to your customers by email.

Send Invoices Instantly

Send invoices manually from Xero or automatically by email when you close tickets.

Invoice Due Dates

Set payment terms for individual customers in BlueFolder or use the due dates configured in Xero.

Custom Invoice Layout

Choose which BlueFolder details go on Xero invoices, how invoice lines are grouped and include data from BlueFolder custom fields.

Testing/Migration Mode

Invoice simultaneously in Xero without affecting your existing BlueFolder invoicing system.

Payment Integration

Integrates with Billpower to include online payment links in your emails.

Mobile

Works on mobile devices.
Send invoices immediately, even when in the field.

Linked Tickets and Invoices

BlueFolder tickets have a clickable link to the corresponding Xero invoice and vice versa.

Feature Upgrades

Inventory and Account Codes

BlueFolder items integrate with Xero inventory and you can choose the right Xero account code for each BlueFolder item.

Consolidated/Monthly Invoices

Group a customer’s tickets onto a single monthly invoice and choose specific tickets to be invoiced individually.

Accounts Payable/RCTI

Create Xero bills for the costs on tickets incurred from subcontractors.

OVERDUE INVOICES

Customers with overdue invoices in Xero are automatically marked in BlueFolder so they can be put on hold from further service.

Sign up for a 14 day, unlimited closed tickets free trial

Clear out your overloaded billing batch tab!

  • LITE
  • $29
    per month
  • 30 tickets closed per month
    Additional tickets: 95c each
  • BlueFolder tickets ► Xero invoices
  • Use payment terms to set due dates on Xero invoices
  • Sign up for a 14 day, unlimited closed tickets free trial
  • MEDIUM
  • $49
    per month
  • 60 tickets closed per month
    Additional tickets: 80c each
  • BlueFolder tickets ► Xero invoices
  • Use payment terms to set due dates on Xero invoices
  • Push inventory items & custom account codes to invoices
  • Sign up for a 14 day, unlimited closed tickets free trial
  • PRO
  • $69
    per month
  • 100 tickets closed per month
    Additional tickets: 70c each
  • BlueFolder tickets ► Xero invoices
  • Use payment terms to set due dates on Xero invoices
  • Push inventory items & custom account codes to invoices
  • Group multiple tickets onto a single monthly invoice
  • Sign up for a 14 day, unlimited closed tickets free trial
  • ENTERPRISE
  • $199
    per month
  • 300 tickets closed per month
    Additional tickets: 60c each
  • BlueFolder tickets ► Xero invoices
  • Use payment terms to set due dates on Xero invoices
  • Push inventory items & custom account codes to invoices
  • Group multiple tickets onto a single monthly invoice
  • Create Bills in Xero for the costs on tickets
  • Sign up for a 14 day, unlimited closed tickets free trial

By default only billable tickets get pushed to Xero – only those count to your usage

Prices in AUD for Australia & New Zealand customers.
Prices are excluding GST for Australian customers
Prices in USD for customers outside of Australia and New Zealand
Yearly payment discount does not apply to ‘additional ticket’ charges

By default, only billable tickets count towards usage.

What others say about us

The system’s a go! It works better than the itDuzzIT integration ever did. I’m all set at this point. I can’t thank you enough.

Carl LeBlanc
www.tahoetechgroup.com

What is Xero?

Xero is easy to use online accounting software that’s designed specifically for small businesses.

  • It’s all online, so you can bill from anywhere. Just login with your PC, Mac, or mobile.
  • Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
  • Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
  • Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.

Find out more or try Xero Accounting Software for free.

What is Bluefolder?

BlueFolder is a leading provider of Field Service Management solutions.

The company’s award-winning application delivers a simple and accessible web-based solution for businesses to manage their service teams, customer support, work orders, shared scheduling and billing.

  • Eliminate lost billable hours.
  • Google Maps and Microsoft Outlook email integration.
  • Get up and running fast with its easy design.

How to connect
BlueFolder & Xero

Sign-up for Bluefolder & Xero inSync, follow the 5 step Setup Instructions to link your Bluefolder and Xero accounts and you’ll be sending invoices in no time!

Contact – your next step to saving time

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