Event ticketing with Xero invoicing

Events with ticketing can generate Xero invoices for ticket purchases. You configure the financial settings on each ticket, then enable invoicing on the event's RSVP Page using the Payment method block. When an attendee selects ticket quantities, the ticket's mapped financial settings auto-populate the invoice.

Before you start

• Your Xero organisation must be connected and the relevant items, accounts, tax rates and (optionally) tracking categories mapped (see Configuring mappings).

Create the event and enable tickets

1. Go to Events.
2. Click Create event.
3. In Details, open the event's Settings section.
4. Turn on Enable tickets for the event.

A new event's wizard has five steps. Turning on Enable tickets for the event adds a Tickets step, and turning on Sessions adds a Sessions step. These switches take effect immediately — there is no Save button on them — so if you cannot see the step this guide refers to, the toggle is still off.

Create a ticket

1. On the Tickets step, click New ticket.
2. Choose the ticket type — General ticket or Group ticket.
3. Set the Ticket name.
4. Set the Price — "How much is this ticket?"
5. Set the Ticket capacity — "Number of tickets available".

You can also turn Show ticket on or off, and use Add ticket description to give attendees more detail.

Configure financial ticket settings

Open the ticket's Financial ticket settings and map the finance objects this ticket invoices against:

• Item — for example Event ticket.
• Account — for example Event registrations.
• Tax rate — for example GST on income.
• Tracking categories — the settings show one column for each tracking category configured in your Xero organisation, so how many of these you see depends on your own setup.

Click Save ticket.

Advanced ticket settings

Advanced ticket settings on the ticket editor holds the eligibility rules for a ticket. Use Add Ticket Criteria to add a rule controlling who is able to select it.

Discounts

The Tickets step has its own Discounts section, where you set up the discounts that can be applied to this event's tickets.

Enable invoicing on the RSVP Page

1. Open the event's RSVP Page.
2. Add the Payment method block.
3. Go to Invoicing and tick Allow invoice as a payment method.
4. Under Integrations, select Xero and check that the integration shows as valid.

What attendees experience

• Attendees can select ticket quantities on the RSVP Page.
• The ticket's mapped financial settings (item, account, tax rate and tracking categories) auto-populate the resulting invoice.
• Contact matching applies when the invoice is sent, linking to an existing Xero contact or creating a new one (see Contact matching between SwiftFox and Xero).