Connect to Xero
To connect your Xero account to Saledock, go to Settings > Marketplace Integrations. If you are already logged into Xero from a previous browser session you'll automatically be logged in. Otherwise enter your Xero credentials and grant Saledock permissions to connect the integration.
Mapping your accounts
Before mapping your Xero accounts to Saledock, you may need to create cash and card clearing accounts within Xero.
Important: When creating new accounts or mapping existing Xero accounts, ensure Enable payments to this account is selected for each account. Once the relevant accounts have been created you can map these accounts to the Saledock fields. Your accountant will be able to set these up on your behalf.
If you have connected your Xero account to Saledock, then added new clearing accounts within Xero, the new accounts may take a few minutes to be displayed. To trigger an instant sync, tap the 
button in the top right and select Refresh accounts.
First, select if you wish Saledock to sync to Xero after every transaction or only when the register is closed. Opting for the latter will make end of day reconciliation a quicker process. Next, map the following fields:
Accounts for sales
Product sales - sales account
Shipping sales - sales account
Gift card sales - liability account
Layby sales - liability account
Store credit sales - liability account
Accounts for payments
Cash - Clearing account
Card - Clearing account
Transaction fees - Expense account
Account for purchases
If you create purchase orders using Saledock, you have the option to sync these to Xero. Select Sync purchase orders to Xero? and the following options will be available:
Purchases - Cost of goods (COGS)
VAT rates - Match your VAT rates created in Saledock to your VAT rates on purchases created in Xero
Accounts for sales taxes
Match your VAT rates created in Saledock to your VAT rates on income created in Xero
Accounts for cash management
Cash discrepancies - Expense account
Cash in/out - Asset account
Cash float - Asset account
On account sales
For retailers offering on account sales to customers, enable the Invoice option as a Payment method from back office Settings.
When an on account sale is processed, a Xero invoice is automatically generated which is then emailed to the customer or printed. The Xero invoice includes a payment link so once the invoice has been paid, a paid status is synced back to Saledock, changing the order to complete and reducing the outstanding balance to zero.
Integration status
All fields can be mapped in advance before activating the integration. In the top right, tap Activate to enable the integration. The status of the Xero integration is shown in the top left. Tap Disconnect from Xero to disable the integration.