Tags:
Reference field
InvoiceReferenceField
ShopifyOrderToInvoiceReference
SetInvoiceReference
Feature to sync Shopify order value to Invoice Reference Field in Xero - Xero Bridge app
Overview:
By default, when our app syncs an order from Shopify to Xero, it transfers the Shopify Order Number to the Xero invoice Reference field. However, we offer a feature that allows you to sync order details—such as the Note, Payment Gateway, Billing/Shipping Company Name, Customer Name, and more—into the Xero Reference field. You can even combine multiple values to create a custom invoice reference. This feature can be added from the ‘Feature List’ page of our app.
Detailed Information:
By default, our app syncs the Shopify Order Number to the Xero Invoice Reference field to ensure each order is easily identifiable in Xero. However, for better tracking and reporting, you may want to include additional order information in the invoice reference. Our app offers a feature that allows you to customize the Xero Invoice Reference by syncing various Shopify order details.
You can select from the following Shopify order fields to populate the Xero invoice reference field:
-
Payment gateway name
-
Note
-
Company name either from Billing or Shipping address
-
Authorization code in the payment
-
Order number
-
Customer name
-
Order tag
-
Customer tag
You can also combine multiple fields to create a more descriptive invoice reference. For example, if you choose to include both the Payment Gateway and the Order Number, it will appear in Xero as ‘PayPal | #1001’.
To add this feature, go to the Feature List page and click on the ‘+Add’ for the ‘Set Invoice Reference Field’ feature, and it will open the window as shown in the below image:
Select the field you want to set in the invoice reference field and click on ‘Accept’.
If you want to include any additional fields that are not listed, please contact our support team for assistance.