Accounting integration
Xero, with your event invoices already in
Xero is the cloud accounting software many independent venues in the UK, Australia and New Zealand run on, with the bank feed and daily reconciliation at its center. The Xero connection is not open yet. Once it opens, every invoice and credit note finalized in Joinways will be created in Xero, so the payment that lands in the bank has an invoice to match.
In preparation
Xero appears in the invoicing tab of your integration settings, marked coming soon. No token to paste, no organization to link yet.
Built on a working connection
The Pennylane connection already pushes invoices issued through Stripe or by Joinways, with the client and the PDF. Xero will use the same mechanism with Xero's contacts, invoices and credit notes.
Reconciliation is the point
If the invoice is already in Xero when the payment arrives, Xero can suggest the match and the bookkeeper only has to confirm it.
What the Xero connection will do
Xero is good at matching money to documents, but only to the documents it already has, so the connection puts them there first.
Sales invoices created in Xero
Each invoice finalized from a signed proposal will be created as a sales invoice in Xero, with lines, totals and the PDF attached to the invoice.
Credit notes that follow the invoice
A cancellation or reduction issued as a credit note in Joinways will be created as a credit note in Xero, allocated against the invoice it corrects.
One contact per client
The client on the invoice will be matched to an existing Xero contact or created once, so your contact list does not fill with duplicates.
At a glance
- Category
- Accounting
- Availability
- Coming soon
- Setup time
- Not connectable yet
- Who can connect
- Not connectable yet
- What flows where
- Planned: one-way, from Joinways to Xero
- Updates
- Not available yet
- Needed on the tool's side
- Planned: a Xero organization, in any region
- Built by
- Joinways (native integration)
What the Xero connection will create
- Sales invoices, with the PDF attached
- Credit notes, allocated to the invoice they correct
- Contacts, matched or created once
- A status per document: synced, pending, in error
- No payments, proposals or drafts
What it does not do yet
- Not connectable yet: no Xero organization can be linked to a workspace today.
- No invoice or credit note reaches Xero from Joinways today: your bookkeeper records them as before.
- Joinways is not listed on the Xero App Store.
Three situations it is built for
Reconciliation with nothing to hunt for
The deposit lands in the bank feed. Xero proposes the invoice created the day the proposal was signed. One click and it is reconciled.
The client invoiced in another currency
A group from abroad is invoiced in their currency. The invoice reaches Xero as issued; Xero applies its exchange rate and reports the gain or loss. Nobody recalculates anything by hand.
The venue on Xero, today
The deposit invoice is issued from the signed proposal through Stripe or Qonto. Your bookkeeper records it in Xero as before, until the connection opens.
Why connect your event billing to Xero?
Xero was built in New Zealand around one habit: reconcile the bank every day. Transactions flow in from the bank feed, Xero suggests the invoice they pay, the bookkeeper confirms. It works when the invoices are already in Xero. For a venue that invoices from its event tool, they often are not until month end.
The connection changes the order. The invoice is created in Xero the day it is finalized in Joinways, with the contact and the PDF. When the deposit arrives, there is something to match it against. Multi-currency stays Xero's job: the connection sends the amounts as invoiced and lets Xero apply its rates.
While the connection is being built
Invoices are issued from the signed proposal and collected through Stripe or Qonto. Your bookkeeper keeps importing them into Xero the way they do now.
If your books are in QuickBooks Online, the connection is already live. For Pennylane, the automatic push is live too and needs a single API token.
