Sync sales orders to Xero
Overview
Find out how to synchronize sales orders with Xero.
Sales orders must be synced to Xero once they’re invoiced.
When you sync a new sales order, a matching invoice is created in your Xero general ledger. You can only sync a sales order with:
An Invoice Date
Additionally, on the Admin page of the sales order, its Accounting Invoice Status must be set to Not Imported Yet Or Reset For Re-import – although all sales orders meet this condition by default; once the sales order has been synced, its Accounting Invoice Status gets set to Imported.
The matching invoice is given a unique reference. That reference is a combination of (a) a unique serial number, (b) the sales order’s reference, and optionally (c) a custom prefix.
Alternatively, instead of syncing sales orders individually, you can combine the sales order in a batch. Find out how to batch sales orders.
Sync sales orders
Log in to Cin7 Omni.
From the Accounting menu in the navigation, open your Xero integration.
Link new contacts (if any) to Xero (see how to link contacts to Xero).
Open the Sales > Invoices tab.
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In the left-hand column of checkboxes, either:
Select the sales order(s) to sync, or
To sync all sales orders (and other listed transactions), select the checkbox in the header.
Select Upload Selected (or Upload All).
You’ll receive a notification if any sales order fails to sync. Find and fix the sales order on the Errors > Invoices tab and then re-sync it.
FAQs
Why does my invoice have a rounding correction?
Xero rounds prices of line items to four decimal places. This sometimes leads to minor discrepancies between the value of line items in Omni sales orders and their Xero invoices.
To account for discrepancies and ensure the transactions match, Xero either (a) adds a new rounding correction line item (discrepancies less than 2 cents) or (b) changes the quantity and unit price of the line item and notes the original quantity and unit price in the description (discrepancies equal to or greater than 2 cents).
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB
- Zendesk publishing.4.log-2014405138.zip30 KB