Here you will learn how to manage bookings with a Xero integration.
Step 1 - Adding Products to a Booking
Watch this 1-minute video.
Step 2 - Adding Payment Schedules to a Booking
Watch this 3-minute video
Note - If the product is priced per head, change the quantity.
Step 3 - Recording Payments & Invoices on a Booking
Watch this 8-minute video. Includes an underpayment example.
Note - Clients can download their own PDF Receipts in the client portal under the payments section.
Using The Integration
We recommend that all account users manage the integration in the format below.
All invoices, products, and payments should be created in BriteBiz, and you manage your bank reconciliation in Xero (which updates BriteBiz).
There are 5 primary entries.
ACTION BRITE | ACTION XERO |
Create Payment ➜➜➜➜ | ✅ Immediately creates the payment in Xero |
Create Invoice ➜➜➜➜ | ✅ Immediately creates the invoice in Xero |
✅ Automatically Updates Brite (this is a sync that is done overnight or you can use the Payments Sync on payments page to update immediately) | ⟸⟸⟸ Record Payment On Invoice in Xero
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✅ Automatically Reconciles in Brite (this is a sync that is done overnight or you can use the Payments Sync to update immediately). Payments not reconciled have a red icon.
 | ⟸⟸⟸ Payment Reconciled in Xero
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What To Do If Edits Are Made In Xero?
Again, we recommend that all edits to invoices and payments are done in BriteBiz. However, if edits are done in Xero, our super Two-Way integration has you covered and BriteBiz is updated as follows.
ACTION XERO | ACTION BRITE |
Invoice Edited in Xero ➜➜➜➜ | Go to the corresponding invoice in Brite and click on the sync with Xero button.
 You will find this button on the bottom left of the invoice. |
Payment Edited in Xero ➜➜➜➜ | Updates Brite overnight or you can use the Payments Sync to update immediately. |
Create New Product in Xero ➜➜➜➜ | Click the Import Products button in the Financial Settings. |