Installing the Xero Plug-in: A Step-by-Step Guide

#Condat | Dashboard

1. Click on Plugin Manager

2. Click on All Plugins

3. Click on highlight

#Condat | All Contacts

4. Select a client to add invoices

5. Click on Accounts

6. Click on Visa Account

7. Click on Xero

8.Click on Create Invoice

9. Add Visa Application

10. Add Due Date

11. Type Invoice Name

12. Enter the amount

13. Click on Add

#Check Xero Invoices

14. Click on Xero Invoice

15. Click on General Invoices

16. Click on dropdown trigger

17. Click on Mail Invoice

18. Click on Submit

19. Click on Advance Search

20. Click on Paid

21. Click on Search

22. See Paid Invoices

23. Click on Steps to Install the plugin

#Invoice Search

24. Click on Advance Search

25. Click on Pending

26. Click on Search

You Might Wana Check

Advance Search

1. Click on Advance Search of the main navigation panel 2. Uncheck the checkbox which you don’t want in your searching visa 3. Check the

Read More »

Using Lead Manager

Lead Manager can help optimize your lead-capturing and follow-up process, increasing the efficiency of your education and migration business.

Read More »

Import Contact

​ ​Condat provides you with an easy option to import your contacts from other CRMs. If you have any difficulties you can get in touch

Read More »

Visa Tracker

# Add Visa Application 1. Click on Add Visa on the main navigation panel 2. Fill-in the Visa details as per required 3. if u

Read More »

Alert: System Update – Temporary Downtime on 27/12/2023(4:00 pm – 6:30 pm)SYD Time

Please be assured that this downtime is planned to optimize our systems, enhance security measures, and implement important updates. We understand the importance of our services to your operations and apologize for any inconvenience this may cause.