Choose which Xero contact your invoices are raised against

Every Xero invoice has to be addressed to somebody. Customer on invoice, on Setup - Xero, is where you decide who that is.

Option 1: Use the customer on the Shopify order

This is the default. Each order goes to a Xero contact for that buyer, and one is created if they're new. Pick this if you want to see what each customer has bought over time.

Option 2: Use a single customer for all invoices

Every invoice goes to one Xero contact you choose — whoever actually bought. Pick this for busy retail or a shop counter, where a separate contact for every shopper fills Xero up without telling you anything useful.

Two things to know before you choose it. It applies to every order, not only the ones missing a customer, and it also covers orders that arrive with no customer attached in Shopify at all, which would otherwise stop with a No Customer error.

Switching later

Customers who already have a Xero contact keep it, so you'll see a mix for a while after you change this.

Need a hand? Email us at help@hyvelabs.co with your shop URL.