Xero accounts integration

This solution was originally written using the Oauth1.a standard, but Xero changed its requirement to Oauth2 connections from March 2021, this has been re-written to now work with the latest security choices required by Xero.

Summary

We have a behind the scenes integration with Xero accounts.

Invoices are created from our system, and put into your Xero system, against a one off contact for each funeral.

Any other invoices for contacts will create a Xero contact, if not already there, so that all invoices will be grouped together.

Any payments for these invoices are picked up, and internally the invoices are marked as having been paid.

The Details

When a funeral is created, probably via making a pending record live, then a contact in Xero is created.

Within Xero:

When an invoice is generated within the Funeral software, it will come through to Xero with its own invoice number like this:

Any payments for these invoices are picked up, and internally the invoices are marked as having been paid.

Payment of this invoice will be visible within Funeral Director under sales -> Sales receipts:

Other manual invoices created within the Funeral Director software, if the contact does not exists, as far as our system is concerned, then it will create a Xero contact for the customer.

It will then generate an invoice, with 0% vat on each line (The funeral directors using this are not VAT registered):

Note that this account happens to actually not have an address.