The Xero integration keeps your splose invoicing and your accounting in sync. When you apply or send a payment in splose, the invoice, along with its line items, tax rates, discounts, and payments, flows through to Xero automatically, so your ledger stays accurate and reconciliation is quicker.

This guide covers how the two-way integration works, how to connect your Xero account, how to configure your integration settings, and how to assign a specific Xero account code to a service or a payment method.

An invoice is synced with Xero when a payment is applied or marked as sent. An invoice won't be synced while it is in the draft status, allowing you to make updates.

The client will first be looked up in Xero to see if there is a match. If there is, the invoice will be associated with the contact. If there is no match, a new contact will be created in Xero. You can track lifetime value and generate account statements in Xero. Xero syncs details such as name, email, phone numbers, and address.

Payments applied to invoices in splose will be synced along with item descriptions, tax rates and Xero accounts.

Accounts for all invoice item lines created in splose are synced to Xero to ensure your ledger is accurate.

Tax rates applied to invoice line items are synced across to Xero.

Percentage and dollar amount discounts applied to invoice item lines are synced to Xero.

The invoice subtotal will be synced to splose, including tax, excluding tax, or no tax.

Tracking categories for locations and practitioners can be set up and synced to Xero.

The Xero integration makes reconciling your accounts effortless - simply match the bank statement lines with transactions in Xero.

To connect your Xero account to splose:

Set up your Xero integration settings, such as selecting accounts for invoice items and payments, recording reconciliation events, and viewing unsynced invoices.

To access the following settings, go to Settings, then Integrations in the side navigation bar. Within the Xero tile, select Settings.

After making any changes in Xero settings, click the Update Settings button to confirm the changes.

Select the default account that should be assigned to invoice items. This account will be the default account used for invoice items, unless you select another account from the service settings. This is typically a Sales or Revenue account, since it is the chart of accounts for income.

Select the default account that should be assigned for payments made in Xero. This account will be the default account used for payments, unless you select another account from the payment settings. This is typically a Bank account or Clearing account, since it is the chart of accounts for payments received or where funds settle.

If you are taking advantage of the two-way integration and you reconcile payments in Xero, then when an invoice is reconciled in Xero, the invoice in splose will be marked as paid with this payment method. This is typically labelled as "Bank transfer" or "Direct deposit", depending on how you have set up payment types. This is used to mark invoices as paid in splose.

If any invoices have failed to sync with Xero, they will be displayed under the unsynced invoices section.

To assign a specific account code for a service:

If you apply payments in splose, you can assign an individual Xero account to a payment method so that payments made in splose sync to the correct account codes in Xero. For example, if you have Xero account codes for credit card, bank transfer, insurance claims, etc., you can assign these codes to the relevant payment method.

To do this: