Overview
This guide will walk you through integrating Xero with Resly in Invoice mode, specifically designed for non-trust accounts. In Invoice mode, every Resly receipt or payment will be in sync with a Xero invoice or bill.
Before You Start
You must have already set up the Xero integration. For detailed instructions on setting up the integration and mapping, please refer to our help guide here.
How It Works
Adding a Receipt in Resly: A new Xero invoice is created automatically.
Adding a Payment in Resly: A new Xero bill is created automatically.
Reversing a Receipt in Resly: The corresponding Xero invoice is voided automatically.
Reversing a Payment in Resly: The corresponding Xero bill is voided automatically.
Paying an Invoice in Xero: The corresponding Resly receipt is cleared automatically.
Paying a Bill in Xero: The corresponding Resly payment is cleared automatically.
Step-by-Step Guide
Sending a Receipt
Add Receipt in Reservation - Navigate to Reservation > Finance > Add Receipt.
Send to Xero box will be automatically ticked in Invoice mode.
Once sent to Xero, the receipt remains marked as uncleared in Resly.
Clearing a Receipt
When a receipt is paid off in Xero, Xero sends a notification to Resly.
This notification is visible in the alert bell within Resly.
This action updates the receipt to a cleared status in Resly.
For any further assistance, please contact our friendly support team.