You can generate invoices and bills in Katana straight from the “Sell” and “Buy” screens when you push sales or purchase orders into Xero. No more tediously switching between apps to update data!
You can also easily view those invoices and bills in Katana with a click of the Invoice/Bill Created button.
If you prefer to manage and approve documents on Xero’s side before sending them to customers, you can go into Katana’s “Settings” -> “Integrations” to configure the documents, so that they’re sent as drafts instead.
Here’s a quick video tutorial on how the integration works:
What are you waiting for? Centralize your business with the Katana x Xero integration, so you can stay focused on your brand, products, and customers.