When this happens...
OptixNew Invoice Payment
do these tasks!
XeroCreate Sales Invoice
XeroCreate Payment

When you manage invoices across multiple platforms, it can become easy to misplace crucial information. If you handle all of your venue's invoicing through Xero, ensure paid Optix invoices are automatically copied over into your Xero account. As soon as an Optix user pays their invoice, this integration will automatically mark the duplicate Xero invoice as "paid" so you can be sure your account stays up to date.

Note: This Zapier integration doesn't create invoices from previously paid Optix invoices, only invoices that a users pays for after you've set up the integration.

How this Optix-Xero integration works

  1. An Optix user pays an invoice
  2. Zapier automatically creates a duplicate invoice in Xero
  3. Xero automatically marks the duplicate invoice as “paid.”

Apps involved

  • Optix Account
  • Xero account
Premium
Xero is a Premium integration on Zapier.

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It's easy to connect Optix + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Bill

Triggered when you add a new bill. (Accounts Payable)

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

New Sales Invoice

Triggered when you add a new sales invoice. (Accounts Receivable)

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

New Contact

Triggered when you add a new contact.

Create Bill

Creates a new bill (Accounts Payable).

Member Booking Changed

Triggers when a member booking has been updated.

Create Payment

Applies a payment to an invoice.

Member Booking Cancelled

Triggers when a member booking has been cancelled.

Create Purchase Order

Creates a new purchase order for a contact.

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Optix is a platform for on-demand work and meeting spaces.

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.