Summarised invoices

Instead of one Xero invoice per Shopify order, the app can group many orders into a single invoice. Useful if you sell in volume and don't want thousands of invoices in Xero, or if you'd rather your books matched your bank deposits than your order list.

It's set per payment gateway, in Setup - Payouts, and which grouping you can pick depends on the gateway.

Shopify Payments: By payout

By payout gives you one invoice per Shopify Payments payout, matching the bank deposit exactly. It posts as soon as Shopify processes the payout, which makes reconciling straightforward.

You can turn this on yourself. Open Setup - Payouts, click into your Shopify Payments gateway, and choose By payout under invoice mode.

Every other gateway: Daily summary

Daily summary consolidates that gateway's orders into one invoice per day, posted automatically at the end of each day.

This one isn't self-serve. You'll see it in the list with a note saying to contact us, and it stays greyed out until we switch it on. Email us at help@hyvelabs.co with your shop URL and which gateways you'd like summarised.

By payout isn't offered for these gateways, because Shopify Payments is the only one that tells us what went into each payout.

Worth knowing

The default is Per order, one Xero invoice per Shopify order. That keeps the most line-item detail and the cleanest audit trail, and it suits most stores.

Because it's set per gateway, you can mix them: Shopify Payments summarised by payout, PayPal still posting one invoice per order.

Once anything is summarised, Dashboard - Summarise shows every summary the app has posted and which orders went into each one.