Sync Details between Sales Invoices and Xero Invoices

TradeGecko’s Xero integration allows you to split your sales invoices across multiple sales ledgers. You can choose to send sales invoices to a ledger based on the:

  • Company the invoice is addressed to.
  • The SKUs on the invoice (this splits the invoice by line item).
  • Sales channel the invoice originated from.*

*For sales channels, ledgers are split so that all invoices from one eCommerce platform such as Shopify or Magento, sync to one sales ledger. If you have multiple Shopify stores integrated with TradeGecko, all your invoices from all of your stores will sync to the same sales ledger. 

When an invoice is created on TradeGecko and pushed to Xero, TradeGecko tracks payments made on the invoice on both TradeGecko and Xero.

Note
Invoices created on TradeGecko before the integration with Xero was set up cannot be synced over to Xero. TradeGecko does not sync historical invoices.

This means that if the invoice is marked as paid (or the payment is deleted) on Xero, this information syncs back to TradeGecko. Find out more about setting up payment methods or learn more about how the two way payment sync works.

The table below shows how elements of a Sales Invoice sync over to a Xero Invoice.

 No

 TradeGecko Sales Invoice

 →

 Xero Bill

1

Issued date

Date

2

Payment Due date

Due Date

3

TradeGecko Invoice Number

Invoice Number

4

Invoice's reference (or Order number when Invoice’s reference is empty)

Reference

5

Invoice currency

Currency code

6

We send line items as Exclusive, Inclusive or No Tax Invoice to Xero.

This is a sample of how a TradeGecko's Sales Invoice sync to Xero Invoice looks like:

Example #1 Before Approval in Xero

Screen_Shot_2017-05-24_at_09.10.57.png 

Example #2 After Approval in Xero, Awaiting Payment

Screen_Shot_2017-05-24_at_09.09.55.png 
Print Friendly Version of this pagePrint Get a PDF version of this webpagePDF
Have more questions? Submit a request
Was this article helpful?
0 out of 0 found this helpful

Comments

NEW TO TRADEGECKO? START A 14 DAY FREE TRIAL, NO CREDIT CARD REQUIRED