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Configuration

Invoice Sync Settings

Invoice Sync Settings

Setting up Invoice Sync Preferences

  • Shipping Charges

You can enable sync for shipping charges and select the corresponding charges from the product list. Xero doesn’t support direct sync of shipping charges, so you can add it as a product and then select it from the list to reflect the shipping charges of Shopify invoice in Xero.

Invoice Sync Settings

Select the product from the drop-down dialogue box.

  • Invoice Creation

Select the Shopify order stage that triggers invoice/order creation for Xero–Fulfilled or Paid, Created.

Decide whether you want a draft order or a draft invoice, Awaiting-Approval Invoice, Awaiting-Payment Invoice, Paid Invoice and click "Save "

Invoice Sync Settings

Invoice Field Mappings

Map the necessary fields from Shopify to Xero for invoice creation. You can create new fields in Shopify by clicking Create new Shopify field.

Click "Save Mappings" at the end.

Invoice Sync Settings

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