The Challenge
Customer-facing teams handling invoice inquiries and billing requests face daily frustrations that slow down service delivery:
- Delayed invoice retrieval: Customer service agents must log into Xero, search for invoices, and export PDFs while customers wait on hold
- Manual invoice creation: Sales teams manually enter invoice details into Xero after closing deals, creating processing delays
- Limited invoice visibility: Tracking invoice statuses, payment confirmations, and outstanding amounts requires repeated Xero searches
- Difficult document attachment: Adding purchase orders, contracts, or supporting documents to invoices is a multi-step manual process
- Update bottlenecks: Correcting invoice details, updating line items, or adjusting amounts requires finance team intervention
The Autohive Solution
Autohive transforms invoice management into a seamless, customer-centric process by automating creation, retrieval, and updates directly within your team’s existing workflows.
Instant Invoice Creation
Autohive creates sales invoices in Xero automatically from CRM data, order systems, or service completion triggers. Invoice details, line items, tax calculations, and customer information are populated accurately without manual data entry.
Real-Time PDF Retrieval
Customer service teams retrieve invoice PDFs instantly from Xero without logging in. Invoices are delivered directly to email, chat, or ticketing systems in seconds, eliminating customer wait times.
Automated Document Attachment
Supporting documents—purchase orders, contracts, delivery confirmations—are attached to Xero invoices automatically, creating a complete audit trail and ensuring customers receive all relevant documentation.
Benefits
- Improve response times - Provide customers with invoice PDFs in seconds instead of minutes, improving satisfaction and reducing support workload
- Eliminate data entry - Automatically create invoices from existing systems, reducing errors and freeing sales teams for customer engagement
- Complete invoice visibility - Retrieve invoice statuses, payment details, and outstanding amounts without Xero login access
- Streamlined updates - Modify invoice details, add line items, or attach documents without finance team bottlenecks
- Scalable operations - Handle growing invoice volumes and customer inquiries without increasing customer service headcount
How It Works
- Create invoices automatically - Sales orders, service completions, or CRM triggers generate Xero invoices with accurate details and tax calculations
- Retrieve PDFs instantly - Customer service agents request invoice PDFs through chat, email, or ticketing systems without Xero access
- Attach supporting documents - Purchase orders, contracts, and confirmations are linked to invoices automatically for complete documentation
- Update in real-time - Invoice modifications, payment status changes, and customer detail updates sync instantly across systems
Getting Started
- Sign up at app.autohive.com
- Connect your Xero integration from the marketplace
- Configure your invoice automation workflows and customer service integrations
- Deploy your agents and deliver faster, more accurate customer service
