> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Individual Order Mode

> Each Shopify order becomes its own Xero invoice — detailed, easy to reconcile.

## How It Works

Every Shopify order is pushed to Xero as a **separate invoice** with full line-item details — products, quantities, prices, tax, shipping, and discounts all included.

### Automated Triggers

You choose **when** an order gets pushed to Xero based on its Shopify status:

* **Order Created** — pushes the invoice as soon as the order is placed.
* **Order Fulfilled** — waits until you mark the order as fulfilled.
* **Order Paid** — waits until payment is confirmed.

You also choose what **type of invoice** is generated in Xero.

### Customer & Product Sync

The integration searches Xero for existing customers and products that match the Shopify order. If no match is found, it creates them in Xero for you.

Data flows **from Shopify to Xero** — not the other way around.

### Shipping & Refunds

Shipping charges are included on the Xero invoice. When a refund is issued in Shopify on a previously synced order, a **credit note** is generated in Xero automatically.

<Info>
  Make sure shipping and refund options are enabled in your configuration.
</Info>

***

## Configuration Tabs

Once you select Individual Order Mode, you'll see three tabs to set up:

<CardGroup cols={3}>
  <Card title="Customer" icon="user" href="/shopify-xero/customer-setup">
    Set up **sync rules** that control how Shopify customers are matched to Xero contacts. Define matching fields, handle missing contacts, and configure POS default customers.
  </Card>

  <Card title="Product" icon="box" href="/shopify-xero/product-mapping">
    Map Shopify products to Xero items and assign the correct revenue accounts.
  </Card>

  <Card title="Invoice" icon="file-invoice-dollar" href="/shopify-xero/invoice-settings">
    Choose invoice type, due dates, reference format, and how shipping and refunds appear on invoices.
  </Card>
</CardGroup>