FAQs

How does the integration/syncing process work? And will it work for our company? Do we create purchase orders, quotes, invoices in Tidy stock and it is all synced to Xero?

Yes, invoices are synced to Xero. When you “Save and Invoice” a Sale Order in TidyStock, it saves the order information (Customer, Description, Quantity, Price, Taxes etc) and sends the order information to Xero to create an invoice.

The invoice does reappear back in TidyStock to download/email to the Customer, however all payment and management of the invoice is done in Xero.

You create Purchase Orders in TidyStock. When you receipt (book) the Purchase Orders into Stock, it will send a Supplier Purchase Invoice to Xero.

Sale Orders and Quotes are made in TidyStock. Once you invoice them, they are sent through to Xero (process outlined above).

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