Everything you need to know about setting up products, financial and payments and your Xero integration (3 x Video's 📺).
This video is for users with SINGLE INVOICE FORMAT. To decide if you need Single or Multi invoice format, please read THIS ARTICLE FIRST (once you start using one format, you cannot switch!).
ARTICLE FOR XERO USERS USING SINGLE INVOICE INTEGRATION
There is a powerful TWO-WAY integration between Xero and Brite, which allows you to seamlessly manage your accounts and payments in your BriteApp while automatically updating your Xero account.
To understand how the integration works, please see the videos below. These support videos are for all currency accounts including $, £ and €.
There are three parts to the training.
Part 1 - Setup Video - Admin Users Only
This is for Admin users only and explains the setup requirements in your BriteApp settings section.
11-minute video
Key Topics Covered
0.20 - Setting Up The Xero Integration
4.00 - Setting Up Categories
5.00 - Setting Up Products
6.45 - Setting up Tax Rates
7.30 - Setting up Payment Plans
10.35 - Financial Email Templates
Part 2 - Managing Bookings Video - All Users
This video is for all users and shows how to manage Products, Financial and Payments in a booking.
11-minute video
Key Topics Covered
0.20 - Adding Products to a Booking
2.00 - Adding Payment Schedules to a Booking
3.00 - Recording Payments on a Booking (Including over and underpayment examples).
9.00 - Raising An Invoice
8.00 - Link between Brite and Xero Invoice
11.20 - Summary of entries between Brite and Xero
Part 3 - Importing Invoices & Payments Already in Xero - All Users 📺
This video is very important during the ONBOARDING PROCESS. It shows you how to IMPORT INVOICES AND PAYMENTS that have already been setup in Xero.
These support videos are for all currency accounts including $, £ and €.
**** IMPORTANT VIDEO WHEN ONBOARDING TO BRING IN INVOICES OR PAYMENTS ALREADY ACCOUNTED FOR IN XERO ******
3-minute video
Key Topics Covered
0.30 - Importing invoices from Xero
1.40 - Accounting for payments already in Xero
RECOMMENDED ACTIONS
We recommend that all account users manage the integration in the format below.
All invoices, products, and payments should be created in your BriteApp, and you manage your bank reconciliation in Xero (which updates your BriteApp).
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 |
Create New Product ➜➜➜➜ | ✅ Immediately creates a new product 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
 |
✅ 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
|
What To Do If Edits Are Made In Xero?
Again, we recommend that all edits to invoices and payments are done in your BriteApp. However, if edits are done in Xero, our super Two-Way integration has you covered and your BriteApp 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. |
What Does TWO-WAY Mean?
Lots of systems are One-Way, but we give you the full power of a TWO-WAY integration - meaning both systems communicate in both directions.
This means that edits that you make in your BriteApp are pushed to Xero, also reconciliations and edits that you make in Xero are also fed into your BriteAccount. So everything is in sync, always!
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The Only Venue & Event Management Software With A Live Two-Way Integration With Xero! The future is Brite.
