Invoice Xero Report

This report is designed to send Commission Claim data to Xero when the claim is made, rather than at the payment stage. It helps streamline your financial processes by integrating your Commission Claims into Xero for better tracking and debt management.

Send your Commission Claims from GRATIS as usual to ensure they are displayed in the venues portal MEC (myeventschannel).

Pull the report and upload it into Xero. This will create draft invoices in Xero for you to review.

The report works based on the "Claimed Date" and will create a downloadable CSV file instead of displaying it on-screen.

This CSV file can be imported into Xero.

The URL link for the Claim document is embedded in the CSV file.

When sending invoice reminders from Xero, the URL link will be included in the Xero invoice.

Since claims are handed off at the claim stage, bookings will not be marked as Paid in GRATIS and thus not marked as Paid in venue MEC reports.

If a booking isn’t marked as Paid in GRATIS, and your team does not have access to Xero, they won’t be able to extract aged debtor data from GRATIS.

Any significant alterations to a claim in Xero will not reflect in your GRATIS reports unless manually adjusted.

The report can be filtered by the following criteria:

• Market Segment
• Industry Category
• Client
• Contact
• Venue
• Supplier

This process improves the integration between GRATIS and Xero, streamlining your invoicing, claim tracking, and debt management efforts.