HoneyBook + Xero

Create new Xero sales invoices from new HoneyBook payments

Stay on top of your finances with this efficient workflow. Once a new payment is received in HoneyBook, a sales invoice will be instantly created in Xero. This seamless process ensures you don't miss recording any transactions, making bookkeeping simpler and reducing human error. Perfect for businesses who wish to streamline their financial management.

Stay on top of your finances with this efficient workflow. Once a new payment is received in HoneyBook, a sales invoice will be instantly created in Xero. This seamless process ensures you don't miss recording any transactions, making bookkeeping simpler and reducing human error. Perfect for businesses who wish to streamline their financial management.

  1. When this happens...
    HoneyBookHoneyBook
    New Payment Paid

    Triggers when any payment is successfully paid by the client (including manual payments).

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

  • HoneyBook triggers, actions, and search

    New Project Booked

    Triggers when a project is booked (an agreement/proposal signed or retainer paid).

    Trigger
    Instant
    Try It
    • Client Full NameRequired

    • Client EmailRequired

    • Phone Number

    • Project Type

    • Project Date

    • Project Details

    • Project Budget

    Action
    Write
    • OrganizationRequired

    Trigger
    Polling
    Try It
honeybook logo
honeybook logo

About HoneyBook

HoneyBook is the leading client-flow platform independent businesses use to showcase services, book clients, manage projects, and get paid.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn more

Related categories

  • Accounting

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