**Note: This is a flagged feature. Please talk to your account manager if you are interested in using this feature for customer invoices.
Xero Overview
If you already use Xero, you can easily link it to your Flicket platform to simplify your customer invoicing process. Once the integration is set up, if an order is put on hold, a new invoice will automatically be created in your Xero account. You can review and send this invoice to the customer. After the customer pays, simply mark the invoice as paid in Xero. This action will then trigger the completion of the order in Flicket, sending the customer their order confirmation.
How to Integrate your Xero into Flicket
1. Make sure you are logged in to your Xero account
2. Go to settings, integrations, scroll down to the Accounting integration and select 'Add Flicket App to Xero'
If you are logged in to xero, this will automatically connect your Xero account to Flicket.
3. Edit your Xero integration
- Select your Xero Account
- Select the invoice status (we recommend setting this to draft so you can review the invoice before sending it to the customer)
- Number of days to pay (this number will determine the due date on the invoice)
- Send Flicket invoice to customer (chose whether confirmation email includes the Flicket invoice. Uncheck this if you want to manually send invoices from Xero)
- Use company name as customer name (tick this if you are primarily invoicing companies rather than people and wish to have the company listed on the invoices)
- Select Set Xero Account
4. Make sure the currency set for your organisation matches the currency of your xero account.
- You can set the currency for your organisation in settings
Top Tips
- Your integration needs to be used every 60 days for it to stay authenticated
- If your integration stops working, try disconnecting and reconnecting through Flicket settings