Finance and agreements
Give invoice follow-up the context your Xero team needs
Good payment follow-up starts with knowing which customer, invoice, and question are involved. Bob gathers those details and connects the conversation to the Xero workflows your business authorizes.
Bob uses the Xero contact and invoice to explain the balance and prepare the follow-up your team approves.
Make routine accounting conversations easier to route
Bob distinguishes a request for a document from a payment-status question or a billing correction. With supported Xero lookups enabled, your team can use the actual record as the starting point for the response. Questions that require reconciliation or an accounting decision arrive with the relevant reference and explanation.
Workflows
Match the right contact
Use the configured matching rules to locate the permitted Xero contact and associated invoice context.
Support invoice inquiries
Consult enabled invoice or payment information and prepare a response appropriate for the requester.
Organize follow-up work
Capture disputed details, missing references, or requested changes so the accounting team can review the issue efficiently.
Example workflow
Example workflow
A customer asks to have an invoice sent to a different billing contact. Bob collects the request and invoice reference, then prepares it for the authorized review process. The team can verify the change before any contact or document action takes place.
Illustrative example, not a live execution log.
Connection and setup
Connect the correct Xero organization, choose supported accounting scopes and tools, and define who may receive billing information or approve changes.
How Bob turns a conversation into a useful next step
Bob starts with the customer's request and the business information you approve. When the workflow needs a current record, Bob retrieves it from the connected service. When the next step changes a record or sends a message, Bob follows the permissions and approval steps you configure. The customer gets a useful next response, and your team gets a clear handoff when a person needs to take over.
Questions
Can Bob act across multiple Xero organizations?
Only where the integration supports the required organization selection and permissions. Each request must stay tied to the correct business records.
Can Bob tell whether a bank payment has cleared?
Only if that information is available through the enabled workflow. An invoice record, a recorded payment, and bank reconciliation should not be treated as interchangeable.
Who decides what Bob can change or send?
You choose the records Bob reads and the actions he takes. A reply, a record update, or an outbound message follows the approval step you set for that workflow. See the pricing page for plans. This page does not list prices.
Continue this workflow with
These are related workflows, not prerequisites.
Get started with Xero
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