Xero integration

If you would like to connect your SabeeApp account with Xero invoicing system, first you have initiate the connection in Settings/Marketplace.

Here click on the XERO icon. As a first step you need to select the date you would like to send to Xero: "First invoice date" or "Fulfillment date". Starting with this date, we'll send the invoices to your XERO account. After you pressed "Initiate connection" you will have to allow access to your XERO account and give access to SabeeApp to be able to send invoices to XERO.

If you have more than one SabeeApp account but only one Xero account, there is no problem to connect several SabeeApp accounts to one Xero account. In such case the only setting what you have to be aware is that the invoice account numbers should be different in all SabeeApp account what you wish to connect to the Xero account. 

Once you clicked on the Connect button you will have to map the SabeeApp service categories with the XERO accounts. We'll send the invoice items to these Xero accounts what you are defining here.

As the last step map XERO Bank Accounts to SabeApp Payment methods.

 Make sure the code section is added in your Bank Account details menu in Xero. Otherwise it will not appear on SabeeApp.

As an invoice has successfully been synched to your Xero account, it will be visible in PMS/Invoices menu.

If you don't wish to synch anymore your invoices issued in SabeeApp with Xero, click on the Disconnect button on Marketplace. Don't worry, the already synched invoices will not be removed from your Xero account.

Synchronisation rules:

- only Locked / Valid status invoices and prepayment invoice invoices are synchronised to xero ( no proforma or receipts are sent ) 

- synchronisation happens hourly, more specifically every hour's 17th minute

- once the invoice is set to " Paid ", the " Sent to Xero " column in PMS / Invoices menu will be populated with the date & time when the invoice was sent to xero

- once an invoice is cancelled, the cancellation is also forwarded to xero, the original invoice's status will change there to " void " 

- invoices with negative or 0 amount can not be forwarded to xero