Fix Batch Invoicing Trigger Logic

Feature Request: Decouple “Allow Batch Invoicing” from Invoice Date (Enable selective batching only via automation)

We are using Shopify POS with Cin7 Omni and Xero.

Currently, enabling “Allow Batch Invoicing” forces all orders from the channel to download without an invoice date. This makes them dependent on the Batch Ecommerce Orders automation to be processed.

The issue is:

• Only the payment types we configure in the automation bot get batched correctly
• Everything else (e.g. account customers, PayPal, special cases) is left without an invoice date
• These then require manual intervention just to import into Xero

What we need:

Allow batching to be controlled only by the automation bot, not by a blanket invoice date rule at the channel level.

Suggested improvement:

Introduce a more flexible trigger for batching, such as:

• Apply batching only when conditions are met in the automation bot
• All other orders:
  • Automatically receive an invoice date
  • Import individually to Xero as normal

Ideal outcome:

• Retail payments (Shopify Payments, Afterpay, EFTPOS, etc.) → batched via automation
• Account customers / exceptions → import individually, no manual steps required
• No need to manually add invoice dates or unbatch orders

Why this matters:

The current setup forces an all-or-nothing approach:

• Either batching works, but creates manual work for exceptions
• Or invoices import cleanly, but batching is lost

A more flexible trigger would allow true mixed workflows from a single channel, which is essential for businesses handling both retail and account customers.

This would significantly improve automation reliability and remove unnecessary manual processing.