Manually creating invoices after every completed job is one of the biggest time-wasters in Perth service businesses. Connecting your CRM to Xero automates this entirely — when a job is marked complete, the invoice generates and sends itself.
The connection works through Make.com or Zapier. The trigger is an event in your CRM — a deal moved to ‘Won’, an opportunity marked ‘Complete’, or a job status changed to ‘Finished’. Make.com detects this event and passes the client details, line items, and amounts to Xero, which creates and sends the invoice automatically.
Setting it up takes about 30 minutes. In Make.com, create a new scenario with your CRM as the trigger and Xero as the action. Map the fields: client name, email, service description, amount, and GST treatment. Test with a dummy job to ensure the invoice looks correct, then activate.
The result: every completed job generates an invoice within minutes, not days. No manual data entry, no forgotten invoices, no end-of-month invoice catch-up sessions. Your cash flow improves because invoices go out faster, and your bookkeeping stays current because every transaction is recorded in real-time.
Perth businesses connecting their CRM to Xero report getting paid an average of 11 days faster and eliminating 3-5 hours per week of manual invoice creation.