'Business Name/Account' as customer to charge in Xero
Under customers in EZR you have a field for 'Business Name/Account'. It's this name that we want to charge all our Xero invoices to as all our customers are businesses (account holders) not individuals.
If you can't do this can you please send me a copy of what you send to Xero so that I can get their team to have alook at what they can do from their end.
Thank you for your suggestion. Unfortunately, businesses have orders created for them or be billed directly – customers act as the contacts for businesses as orders must be done to individuals. I have provided a link to our Xero integration guide that explains how this maps in Xero:
Alternatively, if you are only dealing with businesses, you can set up your business as Customers by entering in the business name in the Last Name field, and entering the contact e-mail address for that business. This is work-around that some clients have employed on EZRentOut.
Let us know if you have any questions.
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