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MyHallWizard

Sign up now for a 6 week free trial.  No credit card required.

Getting Started

  • Importing Customer Data
  • Importing Bookings
  • Set up Invoices and Payments
  • Sign Up for MyHallWizard
  • Create a new venue
  • What happens at the end of my free trial?

Customers and Bookings

  • Price Lists
  • How can I make repeat bookings every other week?
  • How can I make repeat bookings every other month?
  • How to book an event on the 2nd Thursday every month
  • Make a repeat booking for a customer on the 2nd and 4th Thursday of the month
  • Importing Customer Data
  • Importing Bookings
  • Can I send an invoice to a group treasurer instead of the main contact for my Customer?
  • Public calendars
  • Why can’t I send my email?
  • Deleting Customers
  • Calendar Settings
  • Enabling Booking Requests
  • Managing Booking Requests
  • Provisional Bookings
  • GDPR
  • Printing Reports

Invoices and Payments

  • Mark an invoice as paid
  • Can I send an invoice to a group treasurer instead of the main contact for my Customer?
  • Personalising your invoices for your customer
  • Set up Invoices and Payments
  • I accidentally invoiced a cancelled booking
  • Handling Overpayments
  • Credit Notes and Refunds
  • Deposits / Bonds
  • Invoicing
  • Printing Reports
  • Sales Taxes (VAT / GST)
  • Card Payments using Stripe

Configuration

  • Price Lists
  • Personalising your invoices for your customer
  • Set up Invoices and Payments
  • Create a new venue
  • Change the date format
  • Public calendars
  • How to delete a venue
  • Email Templates
  • Calendar Settings
  • Enabling Booking Requests

Managing your Account

  • Inviting users to your account
  • How to delete a venue
  • Managing your subscription
  • What happens at the end of my free trial?

Integrations

  • Export Invoices to Xero
  • RemoteLock
  • iCal feeds
  • Inspire Home Automation
  • Card Payments using Stripe

API

  • public-bookings
  • Home
  • Knowledge Base
  • Integrations
  • Export Invoices to Xero

Export Invoices to Xero

Table of Contents
  • 1. Export bookings to a CSV file
  • 2. Import the CSV file into Xero

You can export invoices from MyHallWizard to Xero. This is a two step process:

  1. Export invoices from MyHallWizard to a CSV file
  2. Import the CSV file into Xero

Note: Exports to Xero is not available to customers on the Free Tier. Please subscribe to access this function.

When you export invoices to Xero, each invoice line is sent separately, ensuring that Xero has the full information from your invoice available to it.

If you export invoices to Xero, you can either issue and send the invoice from MyHallWizard or from Xero. Issuing it from Xero is particularly useful if you need to charge VAT, as MyHallWizard does not currently issue VAT invoices.

We recommend that if you export invoices to Xero, you should track payments and manage your credit control within Xero rather than MyHallWizard. At present, there is no facility to send payment records back to MyHallWizard, but we plan to include this when we implement a full integration in 2022.

1. Export bookings to a CSV file #

  1. In the Reports module, select Sales Invoice Export to Xero in the Data Exports section of the page.

2. At the top of the report, select the date range you wish to export and which invoice statuses to incude, then click Apply Filter.

3. Once you have selected the data you wish to export, click the CSV button to export the data. This will generate a CSV file in your Downloads folder.

2. Import the CSV file into Xero #

Please see the instructions at https://central.xero.com/s/article/Import-customer-invoices-UK#3ImportthefileintoXero to learn how to import the CSV file into Xero.

Note that the TaxType column in the exported file may not match your configuration of Xero. Please review and, if necessary, edit the content of this column before importing, to ensure that it meets your needs.

Related #

Still stuck? How can we help?

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Updated on 27 May 2022
RemoteLock
Table of Contents
  • 1. Export bookings to a CSV file
  • 2. Import the CSV file into Xero
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© 2023 HallWizard Limited

HallWizard Limited. Registered in England and Wales, no. 12763234. Registered office: 2nd Floor, 2 Woodberry Grove, London N12 0DR

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