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Xero

Learn how to integrate Xero payments to your system.

Updated over a week ago

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.


General setup

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. If you decide to switch these modes, please ensure your registers are closed before switching.

Selecting "After each sale" will generate an individual Xero invoice for every sale with itemised products on each invoice.

Next setup the following:

  • Map different accounts for each store? - Only for multi-store retailers. If you tick this box. You'll be able to map all these fields per store, separated into a tab per store.

  • Display invoice prices exclusive of VAT? - Only recommended for B2B retailers

  • Sync purchase orders to Xero? - Enable if you wish to post purchase orders generated in Saledock to Xero.

  • Taxes for sales - This list is generated from the tax rates setup in the Saledock back office from Settings > Tax rates

  • Taxes for purchase - As above


Mapping your accounts

πŸ‘€ No matching accounts in Xero? - We recommend creating additional cash and card clearing accounts within Xero before connecting to Saledock. You can create dummy accounts within Xero, so you have a 1:1 mapping relationship between Saledock fields and Xero fields so it's clear where monies are posted to in Xero.

When creating new accounts or mapping existing Xero accounts, ensure Enable payments to this account is selected for each account.

Accounts for sales

  • Product sales - sales account

  • Shipping sales - sales account

  • Gift card sales - liability account - Ensure this is put on as a liability so you don't end up paying VAT twice!

  • Layby sales - liability account

  • Store credit sales - liability account

Accounts for payments

We recommend mapping to clearing accounts rather than bank accounts as monies may take a few days to actually land in your bank account directly.

  • Cash - Clearing account

  • Card - Clearing account

  • Cheque - Clearing account

  • Bank transfer - Clearing account

  • PayPal payments - Clearing account

  • Transaction fees (Stripe only) - 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)

  • Stock asset account

  • Accounts payable

  • 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

πŸ‘€ Saledock can't set this up on your behalf. We can advise but we recommend you ask your accountant to set this up for you if you are unsure.


Integration status

All fields must 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.


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.

An unpaid sale will show as "On Account" in the Sales History and be visible on the On Account report.


Saledock to Xero linking

Once your integration is connected, and depending on the fields setup, you'll see a View Invoice in Xero button in the Saledock End of Day report and sales orders that have been put on-account (invoice).


Troubleshooting

Has an invoice failed to sync? Xero does not allow multiple customer accounts to have the same email or phone number. If you've found that an invoice has not sync, please check the customer data. You can search on the customer list in the back office by phone number and email address to see if multiple results are returned.

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