Accounting
Handing off past-due Xero invoices for collections
Xero, a cloud accounting platform founded in New Zealand, is also used by small businesses in the U.S. On request, Fortis can review how past-due Xero invoices and the related contact data could be handed off for collections.
Markets: Germany · Europe · USA · Canada
Other systems on request
Apart from DATEV and Lexware Office, which you connect yourself in the portal, these systems are still being added to the Fortis system. To use one of them, please contact us through the request form or at info@fortis-inkasso.de. Until then, you can hand over open items from any system with the CSV bulk import in the portal.
How Fortis works with Xero
After your request has been reviewed and individually activated, Fortis would take over delinquent accounts from Xero, reach out to your debtors and manage the collections process from there. Case updates and payments received would be reported back as agreed, so your A/R records in Xero stay easy to reconcile.
Apart from DATEV and Lexware Office, these systems are still being added; to use one of them, please contact us directly.
Typical data from Xero
- Past-due invoices
- Contacts with address and email
- Aged receivables summary
- Invoice date and due date
Which data is transferred is agreed with you when access is activated.
How to get access to other systems
- 1
Submit a request
Choose your system and tell us briefly which receivables data you want to send.
- 2
Review by Fortis
We review your request and align the technical requirements with you.
- 3
Individual activation
Once approved, you send open receivables to Fortis directly from your system.
Related integrations
Prefer to connect through the Fortis API?
After review, you can link your own systems to Fortis through an individual API integration.
Xero is a trademark of its respective owner. Its mention describes an integration Fortis reviews on request and does not imply any cooperation with the vendor.