Posting Invoice Payments to Xero

Mothernode CRM lets users register payments to invoices in Mothernode and apply the same payment (and payment history to Xero. Users can post both full and partial payments. The process is seamless and doesn’t require any synchronization with Xero. Posting Payments Click the Accounting Tab in the main menu Click Invoices to access your […]

Syncing Mothernode Invoices with Xero

After creating one or more invoices in Mothernode CRM, users can post the invoice to their Xero accounting software. Users also have the option to apply the payments in Mothernode and have them post in Xero. Posting Mothernode Invoices to Xero The following steps demonstrate how to post one or […]

Connecting Mothernode CRM to Xero

Mothernode CRM Enterprise customers can connect to their Xero account and electronically post Mothernode Invoices into Xero. Connecting Mothernode to Xero This process is available in Mothernode CRM Enterprise or any edition that includes invoices. Users must also have a paid subscription with Xero. Xero trial accounts will require reconnecting […]

Setting your Home Page

Users can set their default home page screen to any module within Mothernode. Module home pages are listing screens that contain recent records, which are typically accessible from the navigation menu. Using this feature is ideal for users who often work in one specific module. For example, sales reps can […]

Setting user accounts to automatically expire

Mothernode gives Administrators the option to automatically disable user accounts on a predetermined date. This feature is ideal when adding users who will only require term access such as interns, consultants or other third-parties who need access to a Mothernode account for only a limited period of time. Setting an […]

User Types

There are two primary types of users in every Mothernode account: Users and Administrators. Users are individuals who have been assigned standard access to a Mothernode account, without access to administration functions. Administrators can restrict user access based on their responsibilities, for example not providing access to the Marketing menu […]

Marketing Tags

Add Marketing Tags Directly to Contact Records Mothernode allows you to add Marketing Tags to your contacts so that you can classify them in order to create reports, build filters or create distribution lists for email campaigns and follow-up sequences. Using Marketing tags is an ideal way to organize your […]

Adding contacts to Follow-up Sequences

In the instance that you want to add multiple contacts to a follow-up sequence all at once as opposed to individually, you can do this in the contacts module. Mothernode CRM lets you use your advanced search capabilities to quickly produce a list of the contacts you would like to add […]

Creating Custom Reports

Custom reports can be made from any Mothernode module.  These reports are built by the user and can be saved and shared with other Mothernode users. Accessing and building custom reports are performed in the same manner in every module.    In the instructions below, we will create a custom report […]