🚀 New Features and Improvements
Xero integration
We’ve made several improvements to the Xero integration to ensure invoices, payments and refunds stay fully in sync with your accounting.
Important
These updates apply only when the Xero integration is configured to create an invoice per sales order.
If your Xero integration is configured to post a single End-of-Day invoice, these changes will not affect your workflow.
Sales History Visibility
Any invoices or credit notes created for a sales order will now appear directly within the Sales History page, making it easier to see the full financial history of an order.
Automatic Refund Handling
When a refund is processed on a sales order:
A credit note is automatically created in Xero.
The credit note is automatically paid using the selected payment method (e.g. Card, Cash, etc.).
This ensures the refund is correctly reflected in your Xero bank or clearing account.
Automatic Balance Adjustment
If a refund is issued on a sales order that still has an outstanding balance:
The credit note will automatically reduce the balance on the latest invoice in Xero.
Any remaining balance can then be paid as normal.
Improved Payment Allocation
Payments are now automatically allocated across multiple invoices where required, ensuring:
Partial payments are handled correctly.
Invoice balances in Saledock match those in Xero.
Duplicate or unmatched payments are avoided.