Auto Sync orders on Order Fulfilled

Auto sync orders

This explains the app’s default Auto sync behaviour so you can pick the right setting for your store.

Exclude unpaid orders (default)

When set to Exclude unpaid orders, the app will only sync an order to Xero when it is marked Paid in Shopify.
Use this when you want invoices to appear in Xero only after payment.

Include unpaid orders

When set to Include unpaid orders, the app will sync an order to Xero as soon as it is created in Shopify, regardless of payment status.
Use this when you want invoices created immediately at order creation.

Examples

Exclude unpaid:
- Order created → no sync.
- Order marked Paid → app posts the invoice to Xero.
Include unpaid:
- Order created → app posts the invoice to Xero.

Auto sync orders on order fulfilled

This section covers fulfillment-based syncs and the restrictive “Only sync partially or fully fulfilled orders” option.

On order fulfilled

On order fulfilled causes the app to also sync when an order is marked fulfilled in Shopify.
When a fulfillment occurs, the app syncs the latest information (quantity adjustments) for that order to Xero

This option works as an add-on to your default Auto sync choice (Exclude unpaid / Include unpaid). It does not replace the default behaviour — it simply adds fulfillment as another trigger for syncing.

Only sync partially or fully fulfilled orders

When Only sync partially or fully fulfilled orders is also turned ON, the app ignores all other auto-sync triggers (create, paid, update).
In this mode, the only time an order post to Xero is when it is partially fulfilled or fully fulfilled in Shopify.

Note: This is a restrictive override — use it when you want Xero to receive invoices only at the point of fulfillment.

Recommended use case for this setting (B2B wholesale businesses)

B2B wholesale businesses often want invoices sent to Xero only after goods have been shipped (or at least some items shipped). This avoids premature invoices at order creation or payment and keeps Xero aligned with what has actually been fulfilled.

Turn ON both:

On order fulfilled
Only sync partially or fully fulfilled orders

With these two settings enabled, the app will only send invoices in Xero when an order is partially or fully fulfilled in Shopify.