Goldsure accounting
BPOINT Xero Creator
Create customer invoices for HWS and Aircon, plus grouped Smoke Alarm Receive Money transactions for Xero Find & Match.
Checking Xero
Xero setup required
The batch can be checked now, but invoices cannot be created until the Goldsure Custom Connection is authorised.
Step 1
Upload the reconciled BPOINT batch
Use the CSV produced after applying the local BPOINT workflow rules.
Step 2
Check invoice totals and Smoke Alarm revenue
HWS and Aircon payments become customer invoices. Grouped Smoke Alarm payments become Receive Money in Business Trans Acct and can be matched to the bank feed.
| Customer / job | Invoice line | BPOINT | Settlement | Allocation | BPOINT paid / Final invoice | Status |
|---|
Enter complete customer invoice totals for HWS and Aircon. Smoke Alarm uses the grouped BPOINT settlement total.
Step 3
Create Xero transactions
HWS and Aircon invoices plus Smoke Alarm Receive Money will be ready for Find & Match. Customers are not emailed.
0 new Xero transaction(s) selected
Complete