Sync Shopify Orders to Xero as Invoices
- Turning on this workflow will enable your sales orders from Shopify to be automatically sent to Xero as an invoice.
Automatic Invoice Numbers: Allow your accounting system to assign an automatic invoice number, e.g. to adhere to sequential invoice number rules, rather than using the invoice number provided by the source system
Order Number Prefix: Add a short prefix (e.g. SP-) to ensure orders from your Shopify store have unique numbers that also identify their source system.
Filter Orders with Status/Fulfillment: Select which orders will be retrieved from Shopify based on the order status and fulfillment status.
Filter Orders from Sources: Choose which platform sources you want to retrieve orders from.
Create Transaction As: Choose whether you want to create the transaction as a 'Sales Invoice' or 'Sales Order' to Xero.
Set Tax on Sale to be: Select your preferred tax type when sending sales to Xero (i.e. taxes on invoices can be the "original", "tax inclusive", or "tax exclusive" based on your preference).
Auto assign to generic customer: If the customer does not already exist, we can assign them to a default customer card
Assign Sales to be: Select whether sales invoices are assigned to the person who placed the order (Original Customer) or to the company or organization of the person who placed the order (Customer's Organization), or a Default Customer.
Payment is Due: Select the payment terms that will apply to all transactions (e.g. C.O.D. = due on delivery, Prepaid = when the transaction occurs).
Due Date Offset: Default the due date to a specific number of days after the transaction date.
Invoice Delivery Status: Default the invoice delivery status for new orders automatically.
Default Selling Tax Code for New Customers: For each tax type created or defined in your Shopify account, you must match it to its corresponding tax code in Xero.
Turn on the "Yes, create items in MYOB" toggle if you want the new items within your invoices from Shopify to be created in MYOB AccountRight. You'll have to select the income and expense accounts to be used, as well as set the selling and buying tax codes, for your inventoried and non-inventoried items.
Note: New item is only created if the product from the order cannot be found in MYOB (based on product SKU).
Turn on the "Yes, create payment in Xero" toggle if you want your payment data from Shopify to be registered against your sales within Xero. You will need to map your different payment methods to the corresponding clearing accounts in Xero.
Note: If a payment method is not mapped, it will fall back to the “Deposit Payments into Account" option.
Turn on the "Yes, send fee in Xero" toggle if you want the fees applied on orders by the source system to be sent to Xero as expenses. You will have to set the default purchase tax code for new suppliers. You also have the option to select the fees tax rate and expense account for fees in Xero.