Occasion + Xero Integration

If you're a professional who works on one-to-one basis and uses Occasion to manage your events, you may want to create an sales invoice in Xero when an booking is created. This way, you can keep track of who has paid and make sure everything gets logged properly in your accounting software.

But manually creating sales invoice can be a tedious process. That's why we've created this handy automation to make your workflow efficient and easy. Whenever an booking is created, it will trigger a corresponding sales invoice in Xero.

This can save you time when creating sales invoice and tracking payments for your events.

Creating task in Xero is a great way to keep track of task that need to be completed when an booking is created in your Occasion account.

With the help of this integration, when an booking is created, a task will be automatically created in Xero and will include the details of the booking (name, email address, etc.).

This makes it easy to keep track of any task that need to be completed related to the new booking. You can then simply assign the task to someone on your team and they can get started!