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Ideas Portal
For Studio Pro
Created by Samantha Price
Created on Sep 10, 2022

FORECASTING PAYMENTS - DSP Client Invoices integrated to Xero

DSP and Xero can connect through Zapier, however they don't talk properly. We need the Client invoices / transactions to appear in Xero. If the debits we create go through to Xero, a report for forecasting future payments can be generated. This would be super handy for the ones on payment plans or autopay. This would really help with knowing our true numbers. OR DSP could create it's own Forecasting Payments report.