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IMPORTANT: Always check your Shopify order notes to verify the status of your integration.
This integration helps you:
  • Turn your Shopify orders into Xero invoices automatically
  • Keep your Shopify and Xero product and customer data in sync
  • Monitor sync status through detailed logs within Shopify order notes
  • Handle refunds and shipping charges with ease
You can setup automatic invoice creation triggers in the “Invoice Settings” section of the app which is visible under “Sync Settings” on the left panel of your Shopify admin page. You can choose to create a Xero invoice (Draft, Awaiting-Approval Invoice, Awaiting-Payment Invoice or Paid Invoice) depending on what trigger you’ve selected. (When Fulfilled, When Paid, When Created)
Check these locations:
  • View the “Notes” section in your Shopify order for a successful message
  • Check Xero for the newly created invoice
  • Monitor any error messages under the Shopify order’s “Notes” section
No. You can only connect one Xero account to one Shopify store at a time. However, you can switch to a different Xero account later by disconnecting the existing one first.
Verify these points:
  • Check the Shopify order notes for any errors
  • Verify your Xero connection status
If you ran into any errors, use the replay feature after making any changes (Go to your Shopify order > More actions > Replay invoice sync)
Verify these points:
  • Ensure field types match between systems (e.g., name to name, email to email, ID to ID)
  • Check required fields are properly mapped
If you still need assistance feel free to book a call with us.
  • Go to the Xero app in Shopify
  • Open Settings → Invoice Settings
  • Scroll down to Additional Options
  • Enable the checkbox Create credit notes in Xero for Shopify refunds
  • In the dropdown below, select the default product to use as the line item (this will appear as “Shopify Refund” with the refunded amount in the credit note)
  • Click Save