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
-
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.