CaterSOFT Occasion

Integrations

Connect CaterSOFT with your favourite tools for a seamless workflow.

  • Payment gateway integrations
  • Calendar sync
  • CRM and accounting software compatibility

Connect CaterSOFT seamlessly
with the tools you already use

CaterSOFT is designed to fit naturally into your existing workflow. From accounting and payments to email, calendars, and your website, CaterSOFT integrates with the platforms that power your business — reducing admin, eliminating duplication, and keeping everything perfectly in sync.
 

Accounting Integrations

CaterSOFT integrates with all major UK cloud accounting platforms, allowing you to transfer invoices and payments directly into your accounts with a single click.
Supported Platforms
  • QuickBooks
  • Sage Business Cloud Accounting
  • Xero
  • FreeAgent
What Syncs
  • Invoices
  • Payments
  • Customer details
  • VAT and totals
  • Revenue categories
 
 

How Invoice Transfer Works

CaterSOFT makes your financial workflow effortless. You create your invoice inside CaterSOFT as normal, and when you’re ready, you simply click to transfer it into your accounting software. The invoice appears instantly in your accounts with all line items, VAT, totals, and customer details — ready for reconciliation and reporting. Payments recorded in your accounting system can sync back into CaterSOFT too, keeping everything aligned without any manual work.
Detailed Breakdowns
  • You generate the invoice inside CaterSOFT
  • You select your connected accounting platform
  • You click Transfer to Accounting
  • The invoice appears instantly in your accounting software
  • All details are included: items, VAT, totals, customer info
  • Payments can sync back into CaterSOFT automatically
 
 
Email Integrations
Send proposals, contracts, invoices, and event updates directly from CaterSOFT using your existing email provider.
Supported Email Platforms

  • Microsoft Office 365
  • Google Workspace
Benefits
  • Professional, branded emails
  • Full tracking inside CaterSOFT
  • No switching between apps
  • Faster communication with clients
No RSVP or attendance tracking — just the information your catering team needs.

Payment Integrations
Accept deposits, instalments, and final payments online through your preferred payment provider.

What You Can Do
  • Take secure online payments
  • Automate receipts
  • Track payment status inside CaterSOFT
  • Reduce manual reconciliation
Calendar Integrations
Sync your event dates, tastings, meetings, and deadlines with your calendar tools.

Supported Calendars
  • Google Calendar
  • Outlook Calendar
Benefits
  • Automatic event syncing
  • No double‑entry
  • Clear visibility for your whole team
Website & Enquiry Form Integrations
Connect your website’s enquiry form directly to CaterSOFT so new leads appear instantly in your pipeline.

What This Enables
  • Automatic lead capture
  • Faster response times
  • No manual data entry
  • Cleaner sales workflow
CaterSOFT Connect Portal Integration
Give couples their own secure portal where they can submit guest lists, menu choices, dietaries, seating plans, and event details — all of which flow directly into your CaterSOFT dashboard.

Benefits
  • Automatic lead capture
  • Faster response times
  • No manual data entry
  • Cleaner sales workflow
 

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