- Xero is available to those using items (Inventory > Items), a feature of our classic version of Checkfront.
- Interested in using Xero with products (Inventory > Products)? Your account must be a member of our Early Access Program. Please reach out to Checkfront Technical Support to learn more.
Early Access Program
The new product feature mentioned in this article is currently part of our Early Access Program, which means it is available to select Customers to try out and provide us with feedback.
Find our complete set of help articles related to the Early Access Program here: Early Access Program.
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, then the changes will automatically update in Xero.
Once a partial or full payment is applied, the Xero invoice can no longer be edited. For example, if an item or product is added to an invoice in Checkfront, then the edit does not sync with Xero, as the Xero invoice is locked.
If a partial payment is applied, then the status in Xero changes to 'Awaiting Payment'. Once the booking is fully paid, the invoice changes to 'Paid'.
Refunds to applied payments on invoices aren't currently supported by Xero. You need to log in 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 VOIDs or DELETE the invoice in Xero.
- Override the default account code in Xero (Items only)
Xero override settings on a per-product basis are not currently supported with products.
If you don't use the same revenue account for all your items, then 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 see a field for the Xero Account Code, just below the Advanced Options and you can make the new account selection here.
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 uses that first before creating a new one.
Q: Can we supply different Xero account codes based on the items booked?
A: Yes. See the Attributes tab in the item setup to supply a different account code for that item.
Q: When a customer uses a Gift Certificate to make a payment, does that get synchronized with Xero?
A: At this time, payments with Gift Certificates are not synced over to the Xero invoice. This is because the payment for the Gift Certificate has already been accounted for, and we want to let you decide how best to handle and track payments made with them.