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.

When this happens...
New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
TriggerInstant
automatically do this!
Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
ActionWrite

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Supported triggers and actions

What does this mean?

Client Created
Triggers when a new client is created in HoneyBook.
Trigger
Instant
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New Payment Paid
Triggers when any payment is successfully paid by the client (including manual payments).
Trigger
Instant
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Project Stage Changed
Triggers when a project manually or automatically changes its stage.
Trigger
Instant
Try It
- Full NameRequired
- EmailRequired
- Address
- Phone Number
Action
Write
- OrganizationRequired
- Status
Trigger
Scheduled
Try It

- OrganizationRequired
- Status
- Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Purchase Order Status
Trigger
Scheduled
Try It

- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Transaction TypeRequired
- ContactRequired
- Bank AccountRequired
- Date
Action
Write
- OrganizationRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Write
- OrganizationRequired
- TypeRequired
- ContactRequired
- Date
Action
Write
- OrganizationRequired
- Mark Item as a Sales Item?
- Mark Item as a Purchase Item?
- Item Name
- Item CodeRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Number
- Reference
- Sent To Contact
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Discount %
- Discount Amount
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- ContactRequired
- Project NameRequired
- Deadline for the project
- Project Estimate
Action
Write
- OrganizationRequired
- ContactRequired
- StatusRequired
- Currency
- Branding Theme
- Reference
- Mark as approved for sending?
- Email a copy to Sender?
- Include PDF
- Line Amount Types
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search
- OrganizationRequired
- Search ByRequired
- Contact NameRequired
- Account Number
- Primary Person - First Name
- Primary Person - Last Name
- Primary Person - Email
- Phone - Country Code
- Phone - Area Code
- Phone Number
- Fax - Country Code
- Fax - Area Code
- Fax - Number
- Mobile - Country Code
- Mobile - Area Code
- Mobile - Number
- Direct Dial - Country Code
- Direct Dial - Area Code
- Direct Dial - Number
- Address Type Of
- Address - Attention
- Address - Line 1
- Address - Line 2
- Address - City/Town
- Address - State/Region
- Address - Postal/Zip Code
- Address - Country
- Tax Number
- Bank Account Number
- Groups
Action
Search or write

New Inquiry
Triggers when a new inquiry is created.
Trigger
Instant
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New Project Booked
Triggers when a project is booked (an agreement/proposal signed or retainer paid).
Trigger
Instant
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- Client Full NameRequired
- Client EmailRequired
- Phone Number
- Project Type
- Project Date
- Project Details
- Project Budget
Action
Write
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
Trigger
Scheduled
Try It
- OrganizationRequired
- Payment Type
Trigger
Scheduled
Try It
- OrganizationRequired
- Quote Status
Trigger
Scheduled
Try It
- OrganizationRequired
- Status
Trigger
Scheduled
Try It
- OrganizationRequired
- InvoiceRequired
Action
Write
- OrganizationRequired
- From AccountRequired
- To AccountRequired
- AmountRequired
- Date
Action
Write
- OrganizationRequired
- ContactRequired
- Date
- Expiry
- Quote Number
- Reference
- Theme
- Title
- Summary
- Currency
- Amounts Are
- Terms
Action
Write
- OrganizationRequired
- Invoice NumberRequired
Action
Write
- OrganizationRequired
- Contact NameRequired
- Email Address
- Status
- Date
- Due Date
- Currency
- Url
- Attachment
- Branding Theme
- Reference
- Line Items Type
- Item Code
- Description
- QuantityRequired
- Unit Price
- Account
- Tax Rate
- Tracking
Action
Write
- OrganizationRequired
- Document Type
- Document ID or NumberRequired
- Paid ToRequired
- Date
- Currency Rate
- AmountRequired
- Reference
Action
Write
- OrganizationRequired
- Contact (supplier)Required
- Date
- Delivery Date
- Order Number
- Reference
- Theme
- Currency
- Tax Type
- Delivery Address
- Attention
- Telephone
- Delivery Instructions
- Attachments
- Purchase Order Status
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- Search ByRequired
Action
Search

About HoneyBook

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

Learn more Help

Related categories

CRM (Customer Relationship Management)

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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 Help

Related categories

Accounting

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PRODUCTS

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By team

HoneyBook + Xero

Create new Xero sales invoices from new HoneyBook payments

Client Created

New Payment Paid

Project Stage Changed

Create Client

EmailRequired

Address

Phone Number

New Bill

OrganizationRequired

Status

New Credit Note

OrganizationRequired

Status

Type

New Purchase Order

OrganizationRequired

Purchase Order Status

New Expense Claim Receipt

OrganizationRequired

Updated Invoice

OrganizationRequired

Status

Create Bank Transaction

OrganizationRequired

Transaction TypeRequired

ContactRequired

Bank AccountRequired

Date

Create/Update Contact

OrganizationRequired

Contact NameRequired

Account Number

Primary Person - First Name

Primary Person - Last Name

Primary Person - Email

Phone - Country Code

Phone - Area Code

Phone Number

Fax - Country Code

Fax - Area Code

Fax - Number

Mobile - Country Code

Mobile - Area Code

Mobile - Number

Direct Dial - Country Code

Direct Dial - Area Code

Direct Dial - Number

Address Type Of

Address - Attention

Address - Line 1

Address - Line 2

Address - City/Town

Address - State/Region

Address - Postal/Zip Code

Address - Country

Tax Number

Bank Account Number

Groups

Create Credit Note

OrganizationRequired

TypeRequired

ContactRequired

Date

Create Inventory Item

OrganizationRequired

Mark Item as a Sales Item?

Mark Item as a Purchase Item?

Item Name

Item CodeRequired

Create Sales Invoice

OrganizationRequired

Contact NameRequired

Email Address

Status

Date