If you use Xero accounting software, you are able to integrate your online forms with your instance of Xero.
Integrating with Xero makes the following possible:
- Creation of contacts in Xero. When a person registers with your organisation online, a customer account (“Contact”) can be automatically created for that person in Xero.
- Creation of draft invoices. When a person registers through your online form from Sporty.co.nz, you can let them select items (such as subs or products) and a draft invoice can be automatically created for you in Xero.
There is a one off set up fee of $95 + GST to have Xero integration enabled. To enable Xero integration please complete the application form here http://www.sporty.co.nz/viewform/50467
For a detailed User Guide: Please click here
Tips for bookkeepers:
- Reconciling bulk payments in Xero: See here for more information.