Setting up Invoice Sync Preferences

When to create a Xero invoice?

This setting determines when the integration will create an invoice in Xero based on the status of your Shopify order.

Decide which event should trigger Xero invoice creation:

• Order Created: When a new order is placed.

• Order Paid: When Shopify marks the order as paid (recommended for most online stores).

• Order Fulfilled: When the order is shipped or completed.

Invoice Type in Xero

This setting determines the type of invoice that will be created in Xero.

Decide whether you want a draft Invoice, Awaiting-Approval Invoice, Awaiting-Payment Invoice, Paid Invoice

Additional Options

These optional settings allow you to further customize how your data is synced between Shopify and Xero:

• Include Shipping Charges

When enabled, shipping costs from Shopify orders will be added as line items in the Xero invoice, ensuring accurate financial reporting.

• Issue Refund in Shopify

If a refund is issued in Shopify, the corresponding credit note will automatically be created in Xero, keeping your books aligned without manual intervention.

• Enable Email Notification

[Not applicable for draft invoices] Enabling this checkbox will send the Xero invoice automatically to the mapped customer email in the app settings.