ONTRAPORT is an amazing system for business process automation. Especially when it comes to managing payment plans and subscriptions.
The tricky part for many users has been around what to do when it comes to managing your bookkeeping.
Imagine you have 10 transactions today for your product sales. ONTRAPORT sends out an automatic invoice and the payment automatically is accepted through your chosen gateway. When all that money comes into your bank account however it may come as a lump sum. In your accounting system, you won't have the invoices ready to reconcile against. Each of the 10 invoices will need to be created and the transaction entering your bank feed will need to be separated.
XOSync has been created to save you time and money but automatically generating the paid invoices in your XERO account for every successful transaction that occurs in XERO. All you will need to do is press reconcile!
What the Free Trial Walkthrough video below to learn more.