Using the Add-onBack to top
Once the Xero add-on has been successfully activated and linked to your Checkfront account, it should pretty much take care of itself. If you create an invoice or update a payment in Checkfront, the changes will automatically update in Xero.
If you don't use the same revenue account for all your items, it is possible to override the default setting on a per item basis. To do this, open the item at Inventory > Items and click on the Attributes tab. You will see a field for the Xero Account Code, just below the Advanced Options and you can make the new account selection here.
Refunds to applied payments on invoices aren't currently supported by Xero. You need to login to Xero and cancel the payment. Once payments are cancelled (or if there are no payments applied) you can VOID or CANCEL the booking in Checkfront and it will VOID or DELETE the invoice in Xero.
Frequently Asked Questions:
Q: I've activated the Add-on, but I'm not seeing any information in Xero?
A: Please check your activity log for errors (under reports/log), or via the log link while viewing a booking.
Q: Will my customers get two invoices, one from Checkfront and one from Xero?
A: Xero does not automatically e-mail invoices or receipts. You would have to do this manually from within Xero if needed.
Q: What happens if a contact already exists in Xero for a new booking?
A: Checkfront first tries to find an existing contact based on the email address, and will use that first before creating a new one.
Q: Can we supply different Xero account codes based on the items booked?
A: Yes. See the advanced tab in the item setup to supply a different account code for that item.