Using Retail POS (X-Series) gift cards with Xero

  Important

If you integrate with Xero and set up Retail POS gift cards, mapping a liability account is mandatory.

Not mapping the correct account to your account for liabilities in the Xero mappings page will prevent gift card sales and redemption from flowing through to Xero.

To use Retail POS gift cards with the Xero integration, you will need to set up your store so that liability flows through to Xero when gift cards are sold and redeemed.

Follow the steps below:

Map the account to your gift card payment type

This is so that all gift cards sold will post liability across to Xero and that liability is reduced in Xero when gift cards are redeemed.

    1. Navigate to Setup > Apps and click on the pencil button next to Xero

      Xero-Gift-Card-Edit-Pencil.png

    2. Scroll to the Liabilities section.
      liabilities.png
    3. Under Gift cards, select a Liability account from the drop-down menu. This can be one you have already created in Xero, or click Add a new account to create a new one.

      gift_cards.png

      Retail POS will increase this liability account when a gift card is issued or topped up. Retail POS will decrease this account when a gift card is used to make a purchase or if a gift card expires.

        Note

      If you are using gift card expiry dates, you will also need to choose your desired revenue account underneath the Gift cards header.

      Select a Revenue account from the drop-down menu. This can be one you have already created in Xero, or click Add a new account to create a new one.

      Setting this up will allow Retail POS to increase the revenue account when a gift card expires, while liability will be reduced in the Xero account you mapped with gift card liability.

    4. Click Save changes.

Now that this is set up, all gift cards sold will post liability across to Xero, and every time a gift card is redeemed your liability will be reduced in Xero.

Liability will flow through to Xero when you close your register for the day.

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