Skip to main content

Xero Integration

Xero is BookingFlow's accounting integration: connect once, and electricity invoices from meter readings, payout invoices from Reconciliation, and contact updates from AI agents all flow into your Xero organisation as drafts — nothing touches your real books until you approve it inside Xero.

Plan

The Accounting integration is not part of the minimal plan — see Plans.

Connecting Xero (Account → Accounting)​

  1. Open Account → Accounting and pick the Xero card (QuickBooks, Sage and FreeAgent show as coming soon).
  2. Press Authorize with Xero — you're redirected to Xero; log in and grant permission, then you're returned automatically.
  3. Your Xero organisations load into the Select Organization dropdown — pick the one you keep the park's books in.
  4. Press Save Configuration.

The page now shows Xero as Connected. To disconnect later, press Clear Configuration and confirm.

What the connection does​

FeatureWhat Xero receives
Meter readings → Generate InvoiceA draft electricity invoice per pitch: usage × your price per kWh, reference BF-MR-
Reconciliation → Create Draft Invoice(s) in XeroOne draft sales invoice per Stripe/Pitchup payout, with per-booking lines and Stripe fees
AI agents with Xero actionsContact searches (read-only), proposed draft invoices and proposed contact updates
Operations APIThe same invoice engine, for developers and automations

Everything arrives as a draft — review, edit and approve inside Xero as normal. Xero invoice numbers created by BookingFlow are prefixed BF- so you can always spot them.

Setup checklist​

  • Connect Xero (above) in your BookingFlow account.
  • Set the Price per kWh (£) on the Meter Readings page (it saves automatically as you leave the field).
  • Make sure the Xero accounts you want exist — reconciliation uses 200/205/ 206 for sales lines and 501 for Stripe fees (see Reconciliation for the table).

Troubleshooting​

MessageWhat it means
"Xero is not configured. Please connect Xero in settings first."You pressed a Xero-dependent feature before connecting — do the steps above
"Xero refresh token not configured. Please reconnect Xero in settings."The link expired or was revoked — Clear Configuration and reconnect
Drafts not appearing in XeroCheck the right organisation is selected — invoices go to the one you saved