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The first thing you’ll configure is how Shopify transactions appear in Xero. You have two options:
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Individual Order Mode

Recommended for most stores. Every Shopify order creates its own Xero invoice with full line-item details. Easy to match each sale back to a specific order.Best for detailed, order-level reconciliation.

Sales Summary Mode

Groups all of yesterday’s sales into one invoice and refunds into one credit note in Xero. Keeps your ledger clean at high volumes.Best for a simple, summarized daily view.
You can switch between modes at any time. Switching only affects future sales — anything already pushed to Xero stays as-is.

Switching Between Modes

You can switch from one mode to the other at any time from this page.
Switching modes affects how your future sales data is posted to Xero. Previously pushed data will not be affected.
A confirmation dialog will appear when you switch. Click Confirm and Continue to apply the change.