Overview
The Xero integration connects securely to Xero via an OAuth2 connection. A daily invoice is automatically created in Xero, itemised by nominal code and payment method used on the POS, and assigned to a default contact. This invoice includes paid in/out amounts, service charges, and gratuities, ensuring that the invoices posted to Xero match the daily sales reports generated by Touch. The integration also supports Customer Accounts, posting individual invoices, credit notes, and payments to the corresponding contacts in Xero.
CES Touch + Xero
The integration creates invoices in Xero using the sales data generated in Touch. This process can be fully automated, with daily invoices being created when the master till runs the End of Day routine, ensuring that each day’s takings are accurately posted into Xero without any manual intervention. Alternatively, the integration can be triggered manually using a button command, allowing customers to generate consolidated invoices on a weekly or monthly basis if required. This flexibility gives businesses control over how and when their sales data is transferred, while maintaining accurate, consistent, and auditable financial records in Xero.
Pricing plans
CES Software Standard
- Daily invoices to default contact
- Customer Account invoices
- Customer Account Payments
- Customer Account Credit Notes
Getting started
• Touch needs to be licensed with the Xero Module • Make sure the accounts are set up on Xero for the corresponding departments on Touch. • Make sure the Tenders required for Touch are set up on Xero • If used on Touch create accounts on Xero for Service Charge and Gratuity, Paid In, Paid Out and Account Payments. • Enter the Xero account codes into the Touch department setting for all departments. • Enter the Xero account codes into the Touch tenders bank account setting for each tender • Configure the Touch back-office Xero Settings including account details for Service Charge, Paid In, Paid Out and Account Payments if used on Touch • Create the Touch sales mode button functions required for Xero (CONNECTOTXERO, XEROREVOKETOKEN and POSTTOXERO if posting manually) • Connect Touch to Xero using the CONNECTTOXERO button command and enter the username and password details. • Try a test post to Xero (we recommend setting up a 30-day trial account for testing before implmention on a live Xero account.
