Use the company name as the Xero contact

When someone orders on behalf of a business, they are one of several people who might buy for that company. By default the Xero invoice goes to the individual, so one trade customer ends up split across several contacts, one for each member of their staff who has ordered. Chasing payment gets messy fast.

Turning this on sends the invoice to a Xero contact in the company's name instead.

How it Works

The app looks for a company name in two places and stops at the first one it finds. If the order was placed through Shopify B2B, it uses the name of the Company recorded on that order. Shopify’s B2B Companies are available on every Shopify plan.

Otherwise it reads the Company field on the order's billing address, or the customer's default address when the order has no billing address. This is the ordinary Company line that any shopper can fill in at checkout, so it also works with wholesale apps that don’t create Shopify Companies.

Once it has a name, the app looks for a Xero contact that matches. If one already exists the invoice goes to it, and if none exists a new contact is created in the company's name.

How to turn it on

1. Go to Setup - Advanced.
2. Find Use the order's company name as the Xero contact, either by typing "company" into the settings search box or using the B2B filter.
3. Click Turn on.

What it doesn't change

• Only orders that carry a company are affected. Orders placed by an individual with no company on them carry on as before.
• Shoppers who have bought from you before and already have a Xero contact of their own keep it. This is why a first-time buyer from a business is matched to the company while a returning colleague still appears under their own name. If you would like those shoppers to go to the company, merge their contact into the company contact in Xero.
• If no contact with the company's name exists yet and the buyer's email already belongs to a Xero contact, the first order can go to that contact. Creating each company's contact in Xero, with the exact Shopify Company name, before you turn this on avoids it.

If an invoice has gone to a contact you did not expect, email us at help@hyvelabs.co with your shop URL, the order number, and the message shown on the order, and we will take a look.

Selling to trade customers? See our B2B and wholesale FAQs.