Xero Introduction

Availability

The Xero integration is available on the following plans:

  • (Older Chargify Plans) Plus, Pro & Big Business plans
  • (Newer Chargify Plans) Advanced & Managed plans

If you are on one of the plans that does not include access to Xero and and would like to evaluate the Xero integration, let us know and we’d be happy to apply an account credit so you can try it for free for 1 month.

How It Works

Each one of your Chargify statements is synced to Xero as a new Invoice as follows:

Statements are generated at the time signup, renewal, and prorated upgrades/downgrades. They contain all of the transactions for the billing period.
  • A Xero contact is created or updated to match the Chargify customer details

  • All charges (non-tax line items) are assigned to a single Xero account (accounts receivable) of your choice

  • Discounts from coupons are computed as line-item discounts

  • Taxes are calculated by Xero and added per-line item as follows:
    • Any tax rate in Chargify can be assigned to a Xero system tax rate, i.e. GST, for proper tax reporting
    • Any tax rate in Chargify that is NOT explicitly mapped to a Xero system tax rate will be “auto-synced” to Xero and used for the line-item
  • Any discrepancies between the Chargify statement and the Xero invoice totals (due to rounding issues in tax calculations, for example), are reconciled via a special line item assigned to the system rounding account

  • Unpaid (past due) statements in Chargify are properly reflected as Unpaid Invoices in Xero

  • Payments made via Chargify are recorded in Xero, assigned to the account (bank account) of your choosing, and applied to the invoice, marking it as paid

  • Credits in Chargify (i.e. negative charges) are synced to Xero as Credit Notes that get attached to the invoice.

Please note that this integration is quite new. We require that you test the integration before going live yourself. First try connecting this to your test/staging Chargify site, which in turn can be connected to a test Xero organization. We would love to hear your feedback and bug reports.

Current Limitations

  • Payment data is not pushed to Xero until a Statement is “closed” in Chargify. This happens only during signup, renewal, and upgrade/downgrade migrations when the payment is successful (which may be after a payment is retried).

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