Set up work to do in Odyssey for Xero integration
Set up work to do in Odyssey
Set up the Payment Due Date
- The Payment due date that will be displayed on each Xero invoice is a calculated figure from Odyssey; please read our page on defining the Xero invoice and Payment due date in Odyssey's Admin settings Here.
Set up the Payment Type
- Having a payment type like this set up in Odyssey's Main Menu | Admin Settings | Provider Settings | Payment types defines how the payment is displayed when it is pulled through from Xero. It's having the tick on Xero which makes the payment appear like this in Odyssey
Every charge and discount in Odyssey must have
- a General Ledger Code attached to it in Odyssey, so that it appears at booking level as in the image below. Set up these GL codes in Odyssey's Main Menu | Admin Settings | Booking/PAX Settings | Charges | Discounts, like this. And remember these are all specific to each trail/category/country (L1)
Learn more about General Ledger codes in Xero here
- At booking level, the charge must show a general ledge code, and have the charge tick, and of course, a value, as in the screen shot below:
Client records
- Client records must have an email address in order for the charge to be pushed to Xero
Note: invoices cannot be edited after they have received a payment from Xero. In other words, when you have pushed a charge, then received a payment from the client and recorded that in Ody, you can not "re push" the Ody charge to Xero
Set up work to do in Xero
Each Charge | Discount from Odyssey must also have an equivalent Product in Xero.
Note that in Xero, the Code and Name must be identical to each other
• Code and name must match Odyssey’s Charge | Discount exactly
• Code must not exceed 30 characters
