Invoices and payments can be synced to Xero by either creating them in bulk or one by one for every order.

Create Invoices in bulk:

  • Select multiple orders from the order listing page and click on Create Invoices. Doing so will trigger Orderhive to automatically push Invoices to Xero.
  • To create invoice for a specific order, go to the Order detail page by double clicking the order and then click on Create Invoice.

Log payments in bulk:

  • Select multiple orders from the order listing page and click on Log payments. Doing so will trigger Orderhive to automatically push  payments to Xero.
  • To log payment for a specific order, go to the Order detail page by double clicking the order and then click on Log payment.

Invoice details Orderhive sends to Xero

  • Products - Product description, price, discounts, sales tax and product's sales and purchase account (selected during Integration) 
  • Customer Details - Name, email, phone, billing address
  • Document Numbers - Orderhive Invoice Number (if Configured during integration)
  • Reference Number (sales Channel Order Number/Orderhive Channel Order Number) 

 

Before pushing to invoice to Xero, Orderhive checks the following: 

Note: If the products are not found, Orderhive creates a new product with inventory (if enabled).

Orderhive can add full and partial payments to authorized Xero invoices when a payments account is specified (during Integration).

To view if the invoices and payments have synced correctly with Xero, 

  • Go to Settings > Integrations > Xero
  • Check the Sync Account Error Log. 


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