In this Article
- Assign Sale invoices to ledgers based on Sales Channels
- Send invoices as a daily batch
Assign Sale Invoices to ledgers based on Sales Channels
If you have multiple Sales Channels, you can assign your Invoices from each Sales Channel to different ledgers in Xero. For example, If you sell on Shopify and B2B eCommerce, you can assign the Shopify Invoices to one sales ledger and B2B eCommerce to another sales ledger.
You can achieve this in 2 steps:
1. Set your
2. Assign Sales Invoices to different Sales Ledgers based on Sales Channel
Send Invoices as a daily batchIf you have a high volume of Sales Invoices syncing to Xero, to avoid any complications with hitting Xero limitations, you can set your Invoices to sync as a daily batch instead of on a single basis. With this option set, instead of sending invoices instantly when an order is paid, QuickBooks Commerce will collate the invoices for the entire day and sync them to Xero as a batch.
To enable this feature, from your Xero App Sales Channels tab settings, select Enable for Batching:
Once enabled, you will see the Daily Batch Option within each Sales Channel under Sales Channel Specific Settings:
With Invoice Batching enabled, by default, Payment sync will be disabled. Payments will have to be marked as Paid manually in QuickBooks Commerce and Xero. However, if you would like the Payments to sync automatically, the option of having the Payments batch synced is available. With this option, similar to Batched Invoice sync, QuickBooks Commerce will sync all the payments as a batch on a daily basis based on your selected Sync timing. Please note this will be a one-way sync from QuickBooks Commerce to Xero. To enable this feature, select Enable for Daily Batch Payment under Sales Channel Specific Settings: