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Invoice Generation

(From the home page, open the main navigation by clicking the menu icon in the top left corner of the screen, Integrations, (Xero) Configure).

 

Selecting ‘Generate Xero Invoice’ will mean that hospoIQ will automatically generate daily invoices in your Xero organisation based on yesterday’s sales from your POS. By default, invoices are generated as Draft so that you can first review them in Xero before approving them and are set to be generated at 5 am each day.

You will then need to specify the following further configuration for this option:

 

Accounts:

You must specify the mapping between the Category Groups (most commonly Food and Beverage) from your POS with the Accounts and Tax Types in Xero. Choosing the Tax Type here will determine how the tax is calculated in the generated invoice line and will not change the Tax Type for the Account in Xero (should they be different).  

 

If you decide you need to first change your Accounts setup in Xero before completing configuration here (eg, create new separate food and beverage accounts), see ‘Re-Sync Accounts’.  

 

Note that currently, hospoIQ only supports NZD Currency. 

Invoices:

Also specify the name of the invoice you would like particular payment types added to. If you would like two or more payment types to be summed into the same invoice, simply associate the same invoice name with both payment types (eg, 'EFTPOS' and 'MOBILEEFTPOS' are both associated with ‘Sales – EFTPOS’).

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