Xero
Hela sends contacts, invoices (ACCREC), bills (ACCPAY) and payments into Xero.
Connecting
Continue with Xero, pick the organisation, accept. Whoever runs the server must have registered Hela with Xero (XERO_CLIENT_ID, XERO_CLIENT_SECRET).
What is sent
| Event | Xero |
|---|---|
invoice.issued, sale.created (if set) |
Invoice of type ACCREC, contact created or found, one line per line |
purchase.created |
Invoice of type ACCPAY |
invoice.paid, invoice.partially_paid |
Payment on the invoice, to the chosen account |
Settings
| Setting | Default | Meaning |
|---|---|---|
| Include counter sales | no | |
| Authorise invoices | yes | Status AUTHORISED on creation; otherwise DRAFT. |
| Sales account | 200 |
AccountCode of sales lines. |
| Purchase account | 300 |
AccountCode of purchase lines. |
| Payment account | — | The bank account of payments (required to send payments). |
| Tax type | OUTPUT |
The Xero TaxType of lines. |
Good to know
- Xero requires a bank account with payments enabled to accept a
Payment. Without a payment account set, payments are not sent and the log says so. - Hela numbers go into
InvoiceNumber; Xero refuses a duplicate, which protects against a double send.