Xero is an accounting software specifically designed for small organisations. It's cloud-based, and specifically designed to help automate many manual accounting tasks.
With the Xero app for Beacon, you can invoice people and organisations at the click of a button.
When viewing any individual person or organisation record in Beacon, you can use a Xero card to create a new invoice:
When invoicing someone, you'll be prompted the details of the contact in Xero, along with the amounts you'd like to invoice them for:
When you send the invoice, Beacon will automatically do the following:
- Create a contact in Xero if they don't already exist
- Create an invoice for the contact
- Email the invoice to them (through Xero's emailing system)
link View invoices
When viewing an organisation or a person, Beacon will check (in real-time) your Xero account to see the status the invoices you've sent to them through Beacon:
- Navigate to the apps directory in your Beacon sidebar, and click Install on the Xero app.
- Next, you need to connect your Xero account with Beacon. (You'll be prompted to give Beacon specific access to your Xero account)
After connecting, go ahead and click Save Integration.
Go to any person or organisation record in your database, and open customisation mode.
Add a new card, and choose the List of invoices option:
- You're done! Now you can invoice people directly through Beacon.
If you're invoicing a person, we check to see if they're already in Xero based on their email address. For organisations, this is based on their name.
Additionally, if you've already invoiced someone through Beacon before, we store linked contact in Xero, and will send invoices to them going forwards (even if the name/email has changed).
link Is it possible to add multiple line items in invoices sent?
At the moment, it's only possible to send invoices with a single line item. If invoicing with multiple line items is a requirement, please let us know!
link Does the Xero integration allow us to export payments from Beacon to Xero?
Not yet, but we're keen to add this feature in the future. Please get in touch to let us know what you'd like to see here!
link How is the tax rate set?
We'll automatically apply the default rate of tax attached to the "Line item account code" (e.g. 200 - Sales).