Import payment info from Shopify to Xero on new orders.
Import payment info from Shopify to Xero on new orders.
Orders are exported to Storefeeder and on despatch an invoice is sent to Xero
Currently a manual process is required to either match a PayPal payment to the invoice or to add a payment if paid via Shopify payments. (We have multiple stores, so need to get the payment on the correct store)
On a previous system I used, the payment type/amount etc would be exported to Xero and then when the order was despatched it would tie up with the invoice and a 1 click of the "ok" button. would reconcile the 2 - this would save hours of manual reconciliation
Phillip Darvill
shared this idea
Hi,
work to allow mapping of payment methods going into Xero is now underway.
Please keep an eye on out updates for details of when this is live
https://support.storefeeder.com/hc/en-gb/categories/360001823757-Changelog
Thanks,
SF
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Phillip Darvill
commented
The invoice retrieval and posting to Xero is working as it should.
An invoice needs to be matched to a payment. Currently payments are not imported into Xero.
The request is for Storefeeder to import an invoice AND the payment to Xero - They can then be reconciled.
If a Shopify store uses multiple payment method, currently it's a manual process to check the payment method and then assign the payment to the invoice.
Currently we have to pay around £300 a year for "Link my books" to do this
linkmybooks.com -
Lisa
commented
We'd like this function too - but for Magento 2. We need to be able to track the payment method in Xero for reconciliation purposes. The data is already in StoreFeeder from Magento 2, so hopefully not too a tall order!
We are currently importing to Xero on a daily channel basis, so it would be useful to expand this to import by channel and payment method. Then it would be possible to reconcile deposits, which currently we are not able to do.