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B2B and wholesale features

  • Use the company name as the Xero contact
  • Keeping the invoicing email on a company contact
  • Put a PO number or custom reference on your Xero invoices
  • Send wholesale orders to a different Xero account
  • One Xero contact per Shopify B2B company location
  • Show delivery dates or other order details on invoice lines
  • How we match a Shopify customer to a Xero contact
  • Set invoice due dates from your Xero payment terms
  • Post invoices as Draft or Approved
  • Tracking COGS and Inventory
  • Does inventory sync from Shopify to Xero?
  • Sync a company's VAT or ABN number to its Xero contact
  • Auto Sync orders
  • Auto Sync orders on Order Fulfilled
  • Shopify draft orders and when they reach Xero
  • Sync only some of your orders, using order tags
  • Update Invoice for Order Adjustments
  • Summarised invoices
  • Invoice each shipment separately
  • Purchase orders: from Shopify to Xero, bills and stock

Categories

  • Getting Started
  • B2B and wholesale FAQs
  • B2B and wholesale features
  • Connecting Xero and your accounts
  • Your orders
  • Invoices in Xero
  • Tax
  • Products and inventory
  • Customers and contacts
  • Clearing account and reconciling
  • Settings you can change
  • Settings we set up for you
  • Why isn't this working?
  • Error messages explained
  • Third party apps
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