B2B Store Recommendation Settings

These settings are recommended for merchants running B2B stores with Xero integration, especially for stores not using Shopify Plus. Enabling these options helps improve invoice tracking, contact management, and accounting accuracy.

1. Add PO Number to the Invoice Reference Field

• Setting:

  To request this setting to be enabled, please email help@hyvelabs.co.

• Purpose:

  This allows the customer’s PO number to appear in the invoice reference field in Xero, making it easier to reconcile invoices and track orders against customer purchase orders.

• Why this is recommended:

  Shopify’s native PO number support is only available for Shopify Plus B2B stores. For stores that are not on Shopify Plus, the PO number field on orders will always remain empty. As a workaround to this, your B2B app can add the PO number to the order notes. This setting will then copy the PO number from the order notes into the invoice reference field in Xero, ensuring the PO number is captured for accounting and reconciliation purposes.

2. Enable Xero Invoice Due Date

• Setting:

  Enable Xero invoice due date in the Setup - Advanced page.

• Purpose:

  This allows the invoice due date to be automatically determined by the payment terms configured in Xero.

• Why this is recommended:

  This ensures invoice due dates remain consistent with the payment terms configured in Xero, prevents mismatches between Shopify and Xero payment terms, and reduces the need for manual adjustments when invoices are created.

3. Enable Order Company Name for Xero Contact

• Setting:

  Enable Order company name for Xero contact in the Setup - Advanced page.

• Purpose:

  Many B2B customers place orders on behalf of a company rather than an individual. This setting ensures the company name becomes the contact name in Xero.

• Why this is recommended:

  B2B stores typically issue invoices to companies instead of individual buyers, making company-based contacts more accurate for accounting records.

4. Enable Only sync partially or fully fulfilled orders

• Setting:

  Enable On order fulfilled and Only sync partially or fully fulfilled orders in the Setup - Advanced page.

• Purpose:

  Orders will only be synced to Xero once they have been fulfilled.

• Why this is recommended:

  B2B stores usually prefer orders to be posted to Xero after they have been fulfilled, rather than when the order is first created. This helps ensure invoices reflect actual shipped goods, reducing invoice corrections or cancellations.

5. Handling Web and Retail Orders Differently

• Setting:

  Hyve – Post to Xero is capable of handling web and retail orders differently (for example, mapping them to different revenue accounts, tax rates, and other accounting settings). As every store’s workflow is different, please reach out to us at help@hyvelabs.co to discuss a custom workflow configuration for your store.

Recommended Setup Summary