Xero connection
Send your shop’s sales to Xero without retyping them.
Connect your Xero organisation, choose where sales and payments go, then turn on automatic sync. Your bookkeeper gets the records already entered in your shop.
Daily sales
Send the day’s sales in one invoice.
- With automatic sync on, completed bookings with recorded payments are grouped into a daily invoice.
- See services, products and discounts, with card and cash payments recorded.
- Choose which payment methods to include.
- Bookings completed later are picked up in a later summary.
- Services
- $600
- Products
- $80
- Total sales
- $680
- Card payments
- $520
- Cash payments
- $160
Payments, refunds and gift cards
Keep refunds and gift-card use in your books too.
Set up the relevant Xero accounts so these records can follow your sales.
| In your shop | In Xero |
|---|---|
| You record a card or cash payment | The payment goes to your chosen Xero account. |
| You refund a booking before its daily invoice is sent | The refund reduces the sales included in that invoice. |
| You refund a sale already invoiced in Xero | A credit note records the refund against the invoice. |
| You sell a gift card | The money is recorded as prepaid credit, ready for the customer to spend. |
| A customer spends their gift card | That prepaid credit is applied to the sales invoice. |
You or your bookkeeper still match these records to the bank feed in Xero.
Your Xero settings
Choose where each type of sale and payment goes.
| You set | Your choices |
|---|---|
| Sales and tax | Choose a default sales account and tax treatment, with separate choices for services, products and discounts. |
| Where payments go | Choose the Xero accounts for card and cash payments. Link existing accounts or create one during setup. |
| Gift cards and refunds | Choose the accounts used for gift-card credit and refunds. |
| Payments to include | Choose cash, in-person card or online payments for the daily summary. |
| Automatic sync | Turn it on after setup, or pause it when you need to. |
Optional Xero Payroll connection
Send staff pay to Xero as a draft to review.
- Link staff to their existing Xero employee records, or create missing records after checking their details.
- Match hourly pay, overtime, commission and adjustments to the pay items you use in Xero.
- Use a supported Xero pay calendar to set your pay periods, or manage them in Seglo.
- With Xero Payroll connected and staff set up, send a draft pay run. Review it before approving payroll and paying staff.
Check your records
See what reached Xero and fix what didn’t.
- See successful, pending and failed transfers in your sync history.
- Search the history or filter by date, record type and status.
- Open missing or mismatched records, check the problem and retry after fixing it.
- Temporary failures are retried automatically; records that need your attention stay visible.
Send your shop’s records to Xero.
Try it for 14 days. No credit card required.