Dashboard - Orders

The Orders Dashboard shows every order from your Shopify store and whether it has been posted to Xero. Use this page to post orders manually, check posting status, and fix any posting problems.

Auto Sync Orders

Turn this on to post orders from Shopify to Xero automatically, in real-time, as they come through. Use the Turn on / Turn off button on the right to toggle it.

When auto sync is on, choose which orders are synced:

Include unpaid orders — orders are synced to Xero as soon as they're created in Shopify, whether or not they've been paid. For an unpaid order, the invoice is created in Xero and sits in Awaiting Payment; the payment itself is only recorded once the order is paid in Shopify.
Exclude unpaid orders — only paid or partially paid orders are synced. Unpaid orders aren't posted until they've been paid in Shopify.

Tip: If this is your first time using Post to Xero, leave auto sync off and manually post your first order from the Orders table below. Check Xero to confirm everything looks right, then turn auto sync on.

Orders

The Orders table lists your Shopify orders and the posting status of each. From here you can post orders, repost them after settings changes, and troubleshoot any that failed.

Filtering and finding orders

Tabs — filter the table by order or Xero state:
- All — every order.
- Paid Orders — orders paid in Shopify.
- Pending Orders — orders awaiting payment in Shopify.
- Pending Payment & Not Posted — orders that aren't paid and haven't been posted to Xero.
- Refunded Orders — orders with refunds.
- Xero: Posted — orders successfully posted to Xero.
- Xero: Pending — orders waiting to post to Xero.
- Xero: Error — orders that failed to post.
- Xero: Out of Stock — orders that couldn't post because of insufficient stock in Xero.
Date range — use the From and To date pickers to show orders within a specific period.
Search (magnifying glass) — find a specific order using the Order #.
Columns — control what the table shows. Toggle Show order name to display the order name instead of the order number, and Show payment gateway to show or hide the Gateway column.
Refresh — pull the latest order data.

Posting and reposting

Post an order — select one or more orders using the checkboxes, then click Post to Xero.
Repost an order — reposting an already-synced order updates its Xero invoice with the latest order details and any app setting changes.
Repost all error orders — click this button to repost every order currently in an Error state in one action.

What the columns show

Column	What it shows
Order #	The Shopify order number. Click it to open the order in Shopify.
Date	The date the order was placed.
Customer	The customer on the Shopify order.
Total	The order total.
Payment Status	Whether the order has been paid in Shopify (e.g. Paid).
Gateway	The payment gateway the order was paid through (e.g. Shopify Payments).
Xero Status	The status of the invoice in Xero (see below).
Xero Invoice	The Xero invoice number, with a direct link to the invoice in Xero.

Types of Xero Status

Xero Status	Description
Posted	Order has been posted successfully to Xero. The Xero invoice is shown in the "Xero Invoice" column with a direct link to the invoice in Xero.
Pending	Usually means a setup step is missing. Depending on what's missing, an invoice may still be generated and shown in the Xero Invoice column. Click the chevron (`>` ) on the row to view details.
Error	Something went wrong creating the invoice. Click the chevron (`>`) on the row to view the error details and follow the troubleshooting steps. For persistent errors, see the Order Posting Errors guide.
Posting	The order is currently being posted to Xero. This is a temporary status that clears once posting completes.
Empty / Not Provided	The order from Shopify has not been posted to Xero.

If you'd like to find out more about the error, you can reach out to us via the Live Chat button or email (help@hyvelabs.co).