Guide

Connect Xero

Connect once and Glovebox creates the contact, raises the invoice and applies payments as they are captured. Imported bookings are deliberately left out.

4 min read

This guide answers

  • How do I connect Xero?
  • Do bookings become invoices automatically?
  • Why are my imported bookings not in Xero?

Settings → Xero, then connect and authorise Glovebox against your Xero organisation.

What happens once connected

For each booking that takes money, Glovebox creates or matches the contact, raises an invoice, and applies the payments it has captured against it.

Account codes

Choose which Xero accounts sales and bank transactions land in. Glovebox lists your real revenue and bank accounts to pick from, so you are choosing rather than typing a code and hoping.

Imported bookings are excluded, on purpose

A booking you imported from your old system is never sent to Xero. Your migrated back-catalogue is already in your accounts from when the money was originally taken, and re-syncing it would raise a second invoice for every historical hire.

Bookings made in Glovebox after you connect sync normally.

When something fails

If a sync fails, the booking records why, and the reason is shown on this settings screen under the last sync. It clears on the next success.

If it did not work

  • A booking is not in Xero. Check it is not an imported booking, then look for a sync error on this screen.
  • Invoices are landing in the wrong account. Change the account codes here; it applies to future syncs.
  • The connection dropped. Reconnect. Xero authorisations expire and need re-granting periodically.

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