Can WHMCS & Xero be linked?
The short answer is yes, they can. Our client is a Perth business operates in the web hosting area. They approached us to assist with the integration of their invoicing and jobflow management in WHMCS to a new accounting system under Xero.
Our clients are naturally very tech-savvy and were easily able to handle the technical side of things but they wanted an overall accounting perspective on the changeover to make sure that the money didn’t get lost: for example, how would their invoices synchronise across the two platforms, where would the payments be receipted, how should refunds be handled. With some training in WHMCS, we were able to join in the planning sessions and provide a useful accounting perspective during the changeover, cross-checking to make sure all the accounting and GST entries worked as they should and making the process efficient.