If you're a professional who works on one-to-one basis and uses Waitwhile to manage your events, you may want to create an sales invoice in Xero when an visit 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 visit 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 visit is created in your Waitwhile account.
With the help of this integration, when an visit is created, a task will be automatically created in Xero and will include the details of the visit (name, email address, etc.).
This makes it easy to keep track of any task that need to be completed related to the new visit. You can then simply assign the task to someone on your team and they can get started!
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Waitwhile
WaitWhile helps businesses around the world improve their lines and create a radically better wait experience for their customers.You can schedule and waitlist customers from your phone, tablet or computerand easily access your data wherever you go.
Xero lets you do your books from anywhere - on the go, at home or in a store. It's easy to track and manage your business finances with critical accounting features that automatically update so you always know where you stand.