Connect Xero

What the connection does

Wlbr reads your approved sales invoices so you can send a Wlbr pay link, and can add the link to the invoice for you. If you turn on Mark invoices paid in Xero, Wlbr also records the customer's payment against the invoice when your payout is sent. Wlbr doesn't create sales invoices or post its fees in Xero.

Setting it up

• Open the Xero page and choose Connect to Xero.
• Only a workspace owner can connect, and you finish in the same browser you're signed in to Wlbr on.
• In Xero's consent screen, choose the one organisation you want to connect to this workspace. Wlbr never sees your Xero password.
• To have invoices marked paid, turn on Mark invoices paid in Xero and choose a dedicated clearing account. You can disconnect any time from the same page.

What Wlbr records in Xero

Because payments on Wlbr are funded bank-to-bank, there are no card processing fees to untangle. The escrow fee is a flat 1.9% + GST. The Wlbr fee is included in the customer's total payment when they fund. On Wlbr task jobs the 10% + GST marketplace fee is deducted from the operator's payout, with the GST broken out in dollars on the tax invoice.

• A payment against the invoice for the amount your customer paid, into your clearing account.
• The payment date is the New Zealand date your payout was recorded in Wlbr.
• If part of a payment was refunded to your customer, only your share is recorded. Raise a credit note in Xero for the rest.
• The Wlbr fee isn't posted to Xero. It is included in your customer's total payment, so it is not taken from your payout. If you include the fee in your invoice amount, Wlbr asks you to raise a credit note (a discount) for it once you are paid; don't record it as an expense. If an earlier payment had the fee deducted from your payout, enter it from the tax invoice Wlbr emailed with that payout, as a spend money transaction from your clearing account.

If something stops syncing

The most common cause is an expired Xero authorisation. Reconnect from the Xero page: syncing resumes and Wlbr retries the payments it couldn't record. If something still looks wrong, contact support with the payment reference.