Have ideas for invoicing in Replicon?

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  • Updated 4 years ago
If you use Replicon to bill clients, our Product Management team would like to talk to you!
 
Replicon is working on a new invoicing engine with advanced capabilities, such as the ability to generate an invoice and email it to clients. We are inviting customers to share their feedback on what features they would like to see.
 
If you are interested, kindly reply below and we will contact you to schedule a meeting.

Thanks,
Lingaraj
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Lingaraj Dharwad, Product Champion

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Posted 4 years ago

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D'Amico, Alfred

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Yes, we would like to do invoicing in Replicon.  Ideally would have features to include customer headers/footers, pull monthly billing data out of Replicon as well as a summary of total billings to date.
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Lingaraj Dharwad, Product Champion

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Thank you Alfred for those suggestions. Would you be willing to speak to our PM team? I can schedule a meeting with them.
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D'Amico, Alfred

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Sure
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Nicole Kroosz

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Lingaraj Dharwad, Product Champion

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Sure, thanks Nicole.
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erica6078

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YES make it sync to Xero, how else would you capture it in your accounting software? This is a major drawback right now in replicon and quite frustrating. The work flow right now is awful.
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Lingaraj Dharwad, Product Champion

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Hi Erica,

Welcome to Replicon Community!

Replicon has a connector available for Xero already.

To know more, kindly go through the below article: 

https://community.replicon.com/replicon/topics/replicon-connector-for-xero 

Let me know if you have any questions

Thanks,
Lingaraj
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erica6078

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Yes thank you but it's not actually functional or our replicon reps are unable to help us make it work thus far. That isn't a good workflow! There should be no secondary platform either imho.
(Edited)
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Lingaraj Dharwad, Product Champion

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Hi Erica,

Please provide me your company name, we will look into this and check with the concerned team and revert back. 

Thanks,
Lingaraj
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erica6078

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We are Eccella Corp. apparently there's issue with mapping or recipe, thank you Lingaraj! Binu and Kiran are helping.
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Lingaraj Dharwad, Product Champion

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Hi Erica,

I checked with Kiran and got an update that he is working with the concerned team to get this configured on a trial instance. You should get an update by EOD today. 

Apologies for any delay in getting this completed.

Thanks,
Lingaraj
(Edited)
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erica6078

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Thank you Lingaraj, I will let you know how it goes and give more feedback if we get this off the ground :) Have a wonderful weekend.
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erica6078

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This is still not a working product, it is rather difficult to trust this will be a reliable workflow. Why haven't you worked with Xero to build the integration? The additional party is just creating more areas for issues. Thank you.
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Lingaraj Dharwad, Product Champion

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Hi Erica,

Sorry to hear that, when you say 'not a working product' could you please outline your expectations from the Xero connector? What is the workflow you are expecting? 

I request that you post the feedback on the below post: 

https://community.replicon.com/replicon/topics/replicon-connector-for-xero 

We will share the feedback directly with the concerned PM. 

Thanks,
Lingaraj