內容簡介
Keyideas Connect for Xero 外掛為批發客戶提供一個簡單的線上入口，讓他們隨時查看發票、信用通知、報價和餘額，並與 Xero 實時同步，提升客戶的自助服務體驗。
【主要功能】
• 提供安全的客戶帳戶入口
• 自動匹配 WooCommerce 客戶與 Xero 聯絡人
• 簡化發票支付與客戶溝通
• 支援發票 PDF 下載
• 自訂客戶入口的品牌風格
外掛標籤
開發者團隊
原文外掛簡介
Give your wholesale customers a simple online portal to check invoices, credit notes, quotes, and balances – synced live from Xero.
Keyideas Connect for Xero Plugin Overview
Keyideas Connect for Xero gives your wholesale customers their own private portal to keep track of what they owe and what’s been ordered – without ever emailing you to ask.
Instead of chasing down invoices or waiting on a reply, your customers can log in and see everything for themselves, updated live from your Xero account.
Customer Account & Invoice Portal
Connect your WooCommerce website with Xero to create a secure customer account portal. Customers can view invoices, quotes, credit notes, and overpayments in one place while accessing payment information and account details anytime. Deliver a faster, more transparent billing experience without requiring manual support.
Give Customers Instant Access to Their Financial Documents
Automatically match WooCommerce customers with their Xero contacts using their email address. Display invoices, quotes, credit notes, and available overpayments through a secure, easy-to-use portal. Customers can search, filter, and download documents whenever they need them.
Simplify Invoice Payments & Customer Communication
Help customers manage outstanding balances with built-in payment instructions, invoice downloads, and credit allocation. Provide bank transfer details, phone payment information, and a dedicated contact form so customers can quickly resolve billing questions from one location.
Customize Your Xero Customer Portal
Personalize your portal with your business colors, payment details, contact information, and support messages. Create a branded customer experience while keeping account information organized, accessible, and synchronized directly with your Xero organization.
Free Version Features
✔ Secure OAuth connection with Xero
✔ Customer invoice portal
✔ View invoices, quotes & credit notes
✔ Overpayment management
✔ Invoice PDF downloads
✔ Payment instructions
✔ Contact form for billing questions
✔ Portal branding options
Xero External Service
This plugin uses the Xero API to retrieve and display customer invoices, credit notes, overpayments, and quotes. The connection to Xero is required for the plugin’s core functionality and remains active while the plugin is enabled.
Xero’s terms of service: https://www.xero.com/legal/terms/
Xero’s privacy policy: https://www.xero.com/legal/privacy/
