Money

Finance & Invoicing

Every invoice the Chamber raises — subscriptions, event tickets, training, sponsorship, directory upgrades — created here and mirrored into Xero. Xero remains the accounting system of record; this is the operational front end.

Payment runs Credit notes ⟲ Sync now ＋ New invoice

Invoiced YTD

$318,450

784 invoices

Collected

$277,170

87.0% collection rate

Outstanding

$41,280

$18,900 over 60 days

Avg days to pay

▼ 4 days since direct debit launch

Invoices

Status: All ▾Stream: All ▾Export

Invoice	Organisation	Stream	Issued	Due	Amount (incl. GST)	Status	Xero
INV-2026-0411	Alpine Joinery Ltd	Subscription	1 Apr 26	15 Apr 26	$1,719.25	Paid	✓ Synced	⋯
INV-2026-0587	Ridgeline Freight	Subscription	1 Apr 26	15 Apr 26	$1,719.25	Part paid	✓ Synced	⋯
INV-2026-0742	Timaru Concrete Co.	Subscription	1 Apr 26	15 Apr 26	$1,029.25	Overdue 74d	✓ Synced	⋯
INV-2026-0801	Aoraki Energy	Sponsorship	2 Sep 26	16 Sep 26	$9,200.00	Awaiting	✓ Synced	⋯
INV-2026-0819	Bay Street Physio	Event	18 Sep 26	25 Sep 26	$51.75	Awaiting	⟲ Queued	⋯
INV-2026-0820	Southern Districts Trust	Training	19 Sep 26	26 Sep 26	$281.75	Awaiting	✕ Error	Fix
CN-2026-0033	Kelwyn Contracting	Credit note	15 Sep 26	—	-$230.00	Applied	✓ Synced	⋯

Bulk: Send · Remind · Mark paid · Re-sync to Xero · Download PDFs1–7 of 784 12›

Aged receivables

Current$14,100

1–30 days$8,280

31–60 days$10,000

60+ days$18,900

Send reminder run Escalation list

Revenue by stream

YTD

Subscriptions$320,100

Events$97,300

Training$58,900

Sponsorship$76,400

Directory$29,900

Each stream maps to its own Xero revenue account and tracking category, so the Chamber's P&L splits by activity without manual journals.

Direct debits

Active mandates: 148
Next run: 1 Oct
Run value: $11,420
Failed last run: 3

Review failures

Invoice detail

INV-2026-0411

Alpine Joinery Ltd

12 Sheffield St, Washdyke, Timaru 7910 · GST 104-882-317

Paid 12 Sep

Description	Qty	Unit	Account	Tracking	Amount
Business Premium membership 1 Apr 2026 – 31 Mar 2027	1	$1,495.00	200	Membership	$1,495.00
Gold directory listing	1	$449.00	204	Directory	$449.00
Early payment discount	1	-$449.00	204	Directory	-$449.00

Subtotal: $1,495.00
GST 15%: $224.25
Total: $1,719.25
Paid 12 Sep — bank transfer: -$1,719.25
Balance: $0.00

Download PDF Resend Credit note Open in Xero ↗

Finance settings

Invoice numbering

Must not collide with Xero's own sequence. Chamber CRM owns the number; Xero accepts it as the reference.

Default payment terms

GST

Rounding

Payment gateway

Windcave connectedStripe available

Surcharge recovery is configurable per stream. Card fees post to their own expense account.

Bank reconciliation

Let Xero own reconciliationChamber CRM never touches the bank feed. It reads payment status back from Xero and updates member records.

Design rule: Chamber CRM is not an accounting package and will not try to be one. It raises and tracks receivables; Xero holds the ledger, the bank feed, GST returns and the annual accounts. There is exactly one direction of truth for each fact — see Xero Integration.