EdgeCTP

Xero

How to cancel in Invoice in EdgeCTP and Xero with a Credit Note

How to create a Credit Note in EdgeCTP and copy to Xero

Overview: Once you have created an invoice in EdgeCTP and copied it to Xero, you may want to cancel the invoice by issuing a Credit Note in EdgeCTP and copying that to Xero too.  Again this is relatively simple to … Read More

Disconnect Xero From EdgeCTP

How to disconnect Xero from EdgeCTP

Overview Users of EdgeCTP can disconnect their existing connection to the online cloud-based Xero accounting package when they wish to perform tasks in EdgeCTP that there no need to replicate in Xero (or at least until they re-connect or sync … Read More

Connect Xero With EdgeCTP

How to connect Xero with EdgeCTP

Overview: Users of EdgeCTP can connect to the online cloud-based Xero accounting package to seamlessly pass details on: Contacts (i.e. client details of firms that you may trade with) Stock or Product lines (i.e. items or articles that are sold … Read More

Invoice by EdgeCTP and Xero

How to create an Invoice in EdgeCTP and send to Xero

Overview: Once you have Xero connected to EdgeCTP you’re pretty much good to create an invoice in EdgeCTP and, with one click, copy it to Xero.  If you haven’t connected Xero to EdgeCTP then see ‘How to Connect EdgeCTP to … Read More