Xero integration for training providers
Coursebricks is training management software with a Xero integration for training providers. Approved bookings reach Xero as invoices and payments recorded in Xero come back every hour, so your books and your bookings stay in sync without re-keying.
Stop typing course invoices into Xero.
Coursebricks sends every approved course order to Xero as an invoice, so nobody re-keys invoices from bookings.
- Sent automatically on approval, or by hand when you choose
- The customer created in Xero as a contact
- Invoice PDF taken from Xero while it is connected
See Xero payments in Coursebricks every hour.
Coursebricks imports the payments you record in Xero every hour, so every order shows whether it has been paid.
- Sync payments for a single order at any time
- Stripe card payments sent to Xero
- Stripe payments posted to the bank account you choose
- Paid, partly paid or unpaid on every order
Put course expenses and Stripe fees in your books too.
Coursebricks sends expenses to Xero with the bank account each one was paid through. Stripe fees are recorded as expenses automatically.
- Choose which expenses sync to Xero
- Expense categories mapped to your Xero accounts
- Each expense linked to the course it belongs to
Send each currency to the right Xero organisation.
Coursebricks routes each Xero connection to one or more currencies. Orders and expenses sync to the Xero connection for their currency.
- Connect more than one Xero organisation
- A separate ledger for each entity or currency
- Each order keeps its own currency
Map your accounts once, then see every sync.
In Coursebricks you map tax rates, ledger accounts, expense categories and the bank account for Stripe payments once. Every order and expense then shows what synced and when.
- Sync status and history on every order and expense
- Mappings set once for each Xero connection
- Unlink an order or expense from its Xero record
How to connect Xero to Coursebricks
Coursebricks connects to Xero in four steps, after which course invoices, payments and expenses stay in sync with your books.
- Step 1
Connect Xero
Sign in to Xero, pick the organisation to connect and choose the currencies it handles.
- Step 2
Map tax rates and accounts
Match your tax rates, ledger accounts, expense categories and the bank account for Stripe payments to Xero, once.
- Step 3
Approve orders as learners book
Each approved course order goes to Xero as an invoice with its contact. Stripe card payments and expenses go across too.
- Step 4
Let payments flow back
Payments recorded in Xero are imported into Coursebricks every hour, or straight away when you sync a single order.
Xero Integration for Training Providers FAQs
A Xero integration for training providers keeps Xero in sync with course bookings. Coursebricks sends invoices, contacts, Stripe card payments and expenses to Xero, and imports payments back every hour.
What is a Xero integration for training providers?
A Xero integration for training providers keeps Xero in sync with course bookings. Coursebricks is training management software with a Xero integration for training providers: approved orders go to Xero as invoices with their contacts, Stripe card payments and expenses follow, and payments recorded in Xero come back every hour.
How is the Coursebricks Xero integration different from entering course invoices by hand?
The Coursebricks Xero integration sends each approved course order to Xero as an invoice, so nobody re-keys invoices from bookings. Entering invoices by hand means typing every order into Xero and then copying payments back. With Coursebricks, payments recorded in Xero are imported every hour and each order shows its sync history.
Does Coursebricks connect to Xero?
Yes. Coursebricks connects to Xero when you sign in to Xero and pick the organisation to connect. You can connect more than one Xero organisation and route each one to its own currencies.
Are course invoices sent to Xero automatically?
Yes. Coursebricks sends approved course orders to Xero as invoices automatically, and you can also send an order by hand. The customer is created in Xero as a contact, and the invoice PDF comes from Xero while it is connected.
Do payments recorded in Xero come back into Coursebricks?
Yes. Coursebricks imports payments recorded in Xero every hour, and treats Xero as the source of truth for payments. You can also sync payments for a single order at any time, and Stripe card payments taken in Coursebricks are sent to Xero.
Do course expenses and Stripe fees sync to Xero?
Yes. Coursebricks sends each expense to Xero with the bank account it was paid through, and expense categories map to your Xero accounts. Stripe fees are recorded in Coursebricks as expenses automatically.
Can I use a different Xero ledger for each currency?
Yes. In Coursebricks each Xero connection is routed to one or more currencies, and orders and expenses sync to the connection for their currency. A multi-entity or multi-currency training provider can keep a separate Xero ledger for each currency.
How do I check that an order or expense reached Xero?
Every Coursebricks order and expense shows its sync status and history. You map tax rates, ledger accounts, expense categories and the Stripe bank account once, and can unlink an order or expense from its Xero record if needed.
How much does the Coursebricks Xero integration cost?
Coursebricks costs $139 per month, or $1,500 billed yearly ($125 per month), with every feature included. The Xero integration is included, along with unlimited admin licenses and unlimited registrations with no per-registration fees. The free trial gives 3 months of full access with no credit card.
And much more
Everything else a training provider needs, in one plan.
Coursebricks also runs certificates, invoicing, waitlists, e-signatures, trainer and learner portals, reporting and more. Every feature is included in one plan, with nothing extra to buy.
Spend less time on admin and more time training.
See how Coursebricks fits the way you run courses, or try it free for three months. No credit card needed.