Xero
01
The agreement
Sarah asks on Teams what the PPM agreement bills. It is £1,250.00 a month plus VAT, from November, on 30 days.
The figure, from the agreement
Teams, before the template is saved
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Centrus AIChatAboutToday
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finance
The monthly contract, set up in Xero.
Ask for a repeating invoice on a field service contract, such as a monthly PPM, and Centrus saves the template in Xero: the contact, the amount, the schedule and the terms. Xero then raises a draft on that date. The draft does not email itself.
Centrus chat, with finance
KLKate LoweFinance
Today
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how it runs
From the agreement to the draft.
Sarah checked Riverside Care's PPM agreement at 10:38 on Thu 29/10. Kate saved the template, and on Monday Xero's draft was waiting.
01
Read from the agreement
Sarah asks on Teams what the PPM agreement bills. It is £1,250.00 a month plus VAT, from November, on 30 days.
The figure, from the agreement
Works with Teams, SharePoint02
Saved in Xero
Kate says to save it. The repeating invoice is in Xero, and it does not email anyone.
A template, not an email
Works with Xero03
November's draft
On Mon 02/11 Xero has raised draft INV-2288. Kate is emailed that it is waiting, and not yet sent.
Waiting in Xero to authorise
Works with Xero, Outlook
Teams, before the template is saved
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01 / 03
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before and after
The same monthly contract, two ways.
Riverside Care's PPM, £1,250.00 a month plus VAT from 01/11/2026, set up by Kate at 10:42 on Thu 29/10.
The agreement
Without Centrus: The figure copied off the contract into Xero by hand
With Centrus: Read from the PPM agreement, with the terms
The template
Without Centrus: Built in Xero's repeating invoice screen
With Centrus: Saved in Xero from chat, once Kate confirms
The email
Without Centrus: Someone remembers to send it on the 1st
With Centrus: The template does not email anyone
November
Without Centrus: Found missing when Riverside Care asks
With Centrus: Draft INV-2288 waiting in Xero on Mon 02/11
keep going
More in finance and cash flow.
Invoices chased, matched, checked against the contract and sent.
- Overdue invoices chased every MondayPulled from your job system, spreadsheet or Xero. Anyone already replying is skipped, the rest are chased in your tone.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Excel, Xero
- Raise and send an invoice from chatAsk for the invoice. It's raised in your job system or Xero, or sent as a branded PDF.AskWorks with BigChange, Joblogic, Simpro, Outlook, Gmail, Xero
- Invoices checked against the contractBefore it goes, the invoice is reconciled with the POs and timesheets on the job and billed at the contract rates.AutomationWorks with BigChange, Joblogic, Simpro, SharePoint, OneDrive, Google Drive
- Supplier invoices matched to the POEvery line is checked against the PO. Matches update the job cost, and anything out is queried with the supplier.AutomationWorks with BigChange, Joblogic, Simpro, Outlook, Gmail
- On stop? Checked before the quote goesAsk on WhatsApp. Centrus checks the account and the aged debt, and holds the quote if they're on stop.AskWorks with BigChange, Joblogic, Simpro, WhatsApp, Xero, Sage Intacct
- Aged debt by client from Xero in a workbookThe credit control meeting starts with the sheet already built.AskWorks with Excel, Xero
Centrus AIin the 30 minutes
- 01We start with how your operation actually runs, on the desk and in the field.
- 02We show "Contract billing set up as a repeating invoice" on a setup that matches yours.
- 03We pick out the admin that should run itself first.
Book 30 minutes. Bring a real question.
Ask this every week, or need something that isn't on the list? Bring the question the way your team would put it, and we will show it on a setup like yours. You leave with a plan.
30 minutes / UK team / No lock-inOr see pricing