1. Ensure Xero Integration is Set Up

Before you can generate and send invoices to Xero, make sure your Xero integration is connected in Muzeek:
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- Open the Settings tab in the Muzeek app.

- Navigate to Integrations, then scroll down to find the Xero integration section.

- Click on the dropdown menus to configure your preferred Xero settings, then click Save at the top of the page to confirm your choices.

Manage Integration Settings:

Create a Booking in Muzeek
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To generate an invoice, you first need to create a booking:

- Go to the Bookings section in Muzeek and click the plus sign (+) in the top-left corner of the screen to create a new booking.

- Enter the booking details, including the event name, location, deal terms, and any additional options you wish to include.

- After filling out the booking information, click Save to finalize the booking.

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Create a booking:

3. Generate and Send the Invoice to Xero
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Once your booking Settlement has been approved and an invoice is generated, the invoice will now automatically send to XERO. In addition, you can send it to Xero manually in every invoice menu:
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- Return to the booking details page and click on the Documents tab in the popup.

- Locate the newly generated invoice and click on it to view the details.

- In the top-left corner of the invoice screen, click the three dots (more options) and select Send to Xero.

- After the invoice has been successfully sent to Xero, you will see a confirmation message, and a Xero badge will appear on the invoice. This badge serves as confirmation that the invoice has been successfully transferred to Xero.

​View your invoice:

Add Invoice to Xero:

Xero Confirmation Badge:

4. Marking an Invoice as Paid in Xero

To mark an invoice as paid in Xero and have this reflected in Muzeek:
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- Log in to Xero and go to the Invoices Owed to You section.

- Locate the Muzeek invoice by searching for the invoice Number provided on your Muzeek invoice document. Enter the number in the Xero search bar to find the corresponding invoice.

- Click on the invoice to open it and confirm that the details are correct.

- In the top-right corner of the invoice page, click the Add Payment button.

- Enter the payment details to mark the invoice as paid in Xero.

Once the invoice is marked as paid in Xero, this payment status will automatically reflect on the corresponding invoice in Muzeek.
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After marking the invoice as paid, the status will be updated in Muzeek.

​Status Update: