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.

Retail and B2B in one store

Because summarising is set per payment gateway, orders through every other gateway keep posting one invoice per order. If retail customers pay by card and trade customers pay on account or by bank transfer, you can summarise the card orders and keep every B2B invoice separate. If your trade customers pay through the same gateway as your retail customers, their orders would be summarised too, so tell us how they pay and we will suggest a setup that keeps them apart.

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.