.png){kind=logo}
Setup Summarise
Summarise Dashboard
The Summarise Dashboard lets you see all the summarised payouts the app has posted to Xero on your behalf. If you've configured one or more payment gateways to summarise orders (instead of posting one Xero invoice per Shopify order), this is where you can review what's been batched together, when each invoice was posted, and whether it's been paid.
Looking to set up summarising? Summarising is configured per payment gateway in Setup – Payouts. See Setup Payouts for the walkthrough.
How to open the Summarise Dashboard
Click Summarise Dashboard in the sidebar of the app.
Auto sync orders
The Auto sync orders banner shows whether the app is automatically syncing your orders to Xero. When On, summarised payouts will be created and posted to Xero on schedule. When Off, no new payouts will be summarised until it's turned back on.
Use the Turn off / Turn on button on the right to toggle it.
Filtering the dashboard
There are three ways to filter what you see:
- Tabs at the top of the table:
- All — every summarised payout.
- Xero: Pending — payouts that are still being prepared or are awaiting posting/payment in Xero.
- Xero: Error — payouts where something went wrong.
- Payment gateway dropdown — show only summarised payouts for one gateway.
- Date range — pick a from and to date to narrow the list to a specific period. Click Clear to reset.
What the columns mean
| Column | What it shows |
|---|---|
| Payout # | The Shopify payout ID. Click it to open the payout in Shopify. |
| Date | The date of the payout. |
| Orders | The number of Shopify orders included in this summarised payout. |
| Payment Status | Whether the payout has been paid out by Shopify (Pending or Paid). This is the status on the Shopify side. |
| Payment Gateway | The gateway the orders were paid through (e.g. Shopify Payments). |
| Total | The total amount of the summarised invoice. |
| Xero Status | The status of the summarised invoice in Xero (see below). |
| Xero Invoice | The Xero invoice number. Click it to open the invoice in Xero. A dash (— ) means no invoice has been posted yet. |
Understanding Xero Status
The Xero Status column tells you where the summarised invoice is in the pipeline:
- Pending — The app is still preparing the summarised invoice or is waiting to post it. No invoice has been created in Xero yet.
- Posted — The summarised invoice has been created in Xero. It may be awaiting payment or already paid, depending on your settings.
- Error — Something went wrong. Click the row to expand it and see the error details.
Viewing the orders in a summarised payout
Click the chevron (> ) on the left of any row to expand it. You'll see a table listing every Shopify order included in that summarised payout, with the following columns:
| Column | What it shows |
|---|---|
| Order # | The Shopify order number. Click it to open the order in Shopify. |
| Date | The date the order was placed. |
| Payment Status | Whether the order has been paid in Shopify. |
| Line Items | The total value of the line items on the order, before discounts and shipping. |
| Discount | Any discount applied to the order, shown as a negative value (e.g. -$5.00 ). |
| Shipping | The shipping charge on the order. |
| Total | The order total after discounts and shipping. |
| Refunds | Any refunds against the order. A dash (— ) means there are no refunds. |
What to do if you see an error
If a row shows Xero Status: Error, click the chevron (> ) next to the Error pill to see the message returned by Xero. Common causes include:
- An invalid or archived account code.
- An archived bank or clearing account.
- A Xero contact that's been merged or deleted.
Once you've fixed the underlying issue in Xero, get in touch via help@hyvelabs.co and we'll help you reprocess the payout safely.
Frequently asked questions
Why does Payment Status say "Pending" but Xero Status says "Posted"?
Payment Status reflects whether Shopify has finalised the payout to your bank account. Xero Status reflects whether the summarised invoice has been posted to Xero. The two are independent — the app can post the invoice to Xero before the payout has actually landed in your bank.
A summarised payout is missing some orders I expected. Why?
Only orders that were paid through the matching gateway and belong to that payout are included. Expand the row to see which orders were included, then cross-check against your Shopify Orders dashboard.
Can I edit a summarised invoice from this page?
No, the dashboard is currently view-only for the current version.
To edit a posted summarised invoice, please contact us at help@hyvelabs.co and we'll edit it for you.
Where do I turn summarising on or off?
In Setup – Payouts, under the payment gateway you want to change. See Setup Payouts, Step 9 (Configure Invoicing).
Still need help? Email us at help@hyvelabs.co and we'll walk you through it.