In-depth explanations of how the Xero integration works with Preno. This is written with accountants in mind.
Connect with XeroHow to connect Xero to your Preno account to streamline your accounting
How the Xero integration worksSummary on how the Xero integration works with Preno
Xero integration - What bank account should I select?How to select the correct bank account when integrating Xero with Preno.
Connect with Xero: multiple accountsHow to map to multiple accounts in Xero
Xero setup reminderCommon errors when setting up Xero
Set due date for Xero InvoicesHow to set the due date for Xero invoices raised through Preno
Different tax rates for your revenueHow to set up different tax rates for your revenue in Xero
Refunding Imported Payments - XeroHow to record a refund for a booking with an imported payment
How Prepayments are allocated in XeroWorkflow of how the Xero Prepayments are allocated to the final invoice
Reconcile Stripe payouts in Xero
Reconciling with a clearing accountHow to add and reconcile the clearing account in Xero
Reconciling transactions in XeroPreno sends through invoices, prepayments and payments for you to reconcile
Double ups of transactions during reconciliationIf you don't void the payments & invoices when you rollback bookings, it'll look like you have a lot of duplicates
Prepayment report in XeroHow to run a report in Xero to view all your Prepayments
How to CC an agent or guest in a Xero invoiceAdding another recipient to your invoice in Xero
Guest invoicesWhen they're created automatically, and how to manually create them
Invoice contact dataInformation is sent about the primary guest to Xero in the form of a Customer Contact.
Invoice due datesThe guest invoice is raised with a due date the same as the checkout date
Line item descriptionsThe name of items in Preno will be the name of the item in Xero
Tax and currencyUnit prices are sent by Preno inclusive of tax and we don't send currency data
Payments & PrepaymentsThese are created based on the record of payments for a reservation
Refunds and overpaymentsRefunds of prepayments and payments & the effect in Xero
Recording voucher sales with XeroYou can manually manage vouchers with Preno + Xero
Creation of deposits and paymentsHow Preno records taking payment for a booking in Xero
Xero invoice is incorrect - payments don't match invoice totalWhat to do if you've checked out your booking, but the payment on the Xero invoice does not match the invoice total.
Unable to find payments/refunds in XeroWhat to do if you're unable to find your payment or refund in Xero while reconciling your bank account
Failed to add payments to the invoice in XeroThis usually happens when the deposit has been created in Preno, but not created in Xero
Checkout and fix laterAutomatic Xero troubleshooting errors during checkout
Prepayment cannot be allocated as the allocation amount is greater than the amount remaining on the PrepaymentBackground, causes and how to handle this error.
The IPayable cannot be appliedThis error occurs when a prepayment has been deleted
Failed to load tracking optionsThis error generally occurs during setup of the Xero integration
Voiding prepayments with XeroDue to a limitation in Xero, prepayments need to be manually voided
Xero Error - Bank account details doesn't matchXero Error - The specified bank account details does not match a known bank account.