See the custom rules we have set up for your store

Most stores post every order to Xero the same way, using the settings on your Setup pages. Some stores need exceptions — wholesale orders going to a different sales account, marketplace orders billed to a single contact, or a channel that needs its own tax rate. We set those exceptions up for you, and Custom configuration for your store is where you can see them.

Section name: Custom configuration for your store

Where to find it: Setup - Advanced

How it Works

The section lists the rules we have set up for your store, grouped by what triggers them. Rules by order tag covers orders that carry a particular tag. Rules by sales channel covers orders that came in through a given channel, whether that is one of Shopify's own or a third-party app. An order that matches a rule posts the way the rule says, instead of using your default settings. Every other order carries on exactly as before.

Depending on what your store needs, a rule can change any of the following:

• the revenue account the sale posts to
• the Xero contact the invoice is raised against
• the tax rate, and whether prices include tax
• the tracking category and option on each line
• the status the invoice is created with
• the bank, clearing and fee accounts that payments post to
• whether those orders sync on their own, and which order events start a sync
• what goes in the invoice Reference field

You cannot edit these yourself

The section is read only. It is a record of what is in place, so you can check any custom configuration you have requested. If nothing has been set up for your store, the section still appears and tells you so.

When more than one rule could apply

An order can match several rules at once — a wholesale tag and a marketplace channel, for example. The customer tag rule is used first, then the order tag rule, then the sales channel rule, and finally your normal settings.

How to Request a Change

Email us at help@hyvelabs.co and tell us your store URL, which orders should post differently, and how you want them to post. If you are asking about an order that has already synced, include the order number and the message shown on the order.