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How to Post or Re-Post your orders
Re-Posting Orders After Settings Changes
If you have made changes to your Post to Xero settings (such as updating your Sales/Revenue Account number or modifying your Xero Clearing Account in the Payment Gateway), you will need to re-post affected orders to ensure these changes are reflected in Xero.
Example Scenario:
- You originally posted orders with Sales/Revenue Account number 200.
- You update the account number to 210 in your Xero settings.
- Orders previously posted under account 200 will still have that number in the Xero invoice.
- To update them to 210, you must re-post those orders.
Re-posting replaces manual edits made in Xero
Re-posting rebuilds the invoice from the current Shopify order and your current app settings. Any changes you made to the invoice directly in Xero, such as edited line items, amounts, account codes, or add/remove payment, will be replaced.
For example, if you changed a line item's account from 200 to 400 inside Xero, re-posting the order will set it back to whatever your app settings say. If you want to keep manual edits you made in Xero, do not re-post that order. Instead, make the change in the Shopify order or app's settings and then re-post, so the invoice and your settings stay in sync.
- Open the Post to Xero app.
- Navigate to the Dashboard - Orders section.
- Select the order(s) you want to post.
- A Post to Xero button will appear on the right side of the table.
- Click the Post to Xero button to post your selected orders.
- Once successfully posted, the message "Orders posted to Xero" will appear.
Reposting error orders
If you have orders with the Error status, you can repost them all at once.
- Click Repost all error orders.
- In the modal that appears, click Repost.
