1. Case Studies
  2. Invoicing and Xero case studies

Invoicing and Xero case studies

Invoicing is where a business system either saves hours every week or quietly creates them. These case studies show how we have joined ordering, CRM and accounts together so that invoices, credit notes and purchase orders are raised once, correctly, without anyone retyping figures.

Most of the work is with Xero: invoices and purchase orders created automatically in the right company, VAT handled across several countries, and payment status flowing back into the CRM. There is also printed paperwork for van deliveries, recurring billing, and online invoicing for a membership organisation.

If your invoicing still depends on copying figures from one system to another, talk to us or read about our software development.

The case studies

01
iTS, Xero Invoicing. When a reseller orders through iTS, iTS in turn buys from its suppliers. Purchase orders (POs) for those suppliers are raised in Xero, iTS's accounting system.
Improvement
Invoicing
2025 to 2026
02
iTS, Xero Invoicing. iTS trades through several operating companies, including iTS UK, iTS Benelux and iTS Europe. Each has its own Xero accounts. Orders entered in webCRM are turned into Xero invoices and purchase orders automatically.
Improvement
Invoicing
2025 to 2026
03
iTS, Scheduled Services. iTS is the exclusive European partner for Princity, a cloud print-management service billed on a recurring basis. Princity customers are invoiced monthly, quarterly or annually, based on data from Princity's own system.
Integration
Invoicing
2024 to 2026
04
iTS, Xero Invoicing. iTS's systems keep webCRM and Xero in step all day. Invoices go into Xero, and balances and payment status come back into the CRM, so sales and support staff can see who has paid.
Fix
Invoicing
2024 to 2025
05
Midland Super Cream, Order Processing. Midland Super Cream delivers ice cream and slush products by van to shops and caterers. Sometimes goods come back or an invoice needs correcting, and the business needs a clean way to credit the customer.
New feature
Invoicing
2022 to 2023
06
Midland Super Cream, Order Processing. Midland Super Cream's drivers deliver with printed paperwork, and the office prints invoices and delivery notes on dot matrix printers as well as ordinary laser printers. The paperwork has to be clear, consistent and easy to find again.
New feature
Invoicing
Apr to Nov 2022
07
iTS, Xero Invoicing. iTS's invoicing service has created invoices automatically in Xero for each of its operating companies since 2017. In 2021 Xero moved its API to a newer, more secure connection standard, OAuth 2.0, and integrations had to change how they connect.
Upgrade
Invoicing
Mar 2021
08
BoB Clubs, Joining and Payments. Every membership and meeting fee needed a proper invoice, for the members and for the accounts.
New feature
Invoicing