Sending Sales Orders to Xero
Sending Sales Orders to Xero
Overview
In this guide, we will show you how to push your sales orders to Xero manually.
Before you start
Before batching your sales orders together for Xero, you will need to connect your Xero account with Expandly. Click here for instructions.
Sending sales orders to Xero individually
1. Click on Sales Orders (left menu) and then Manage Sales Orders
2. On your Manage Sales Orders page, using the filters, find the sale order you want to send to Xero and select using the tick box to the left
3. Click 
(on the right) and then from the drop-down, select 
4.You order will then be in a queue to be sent to Xero - please check in 10-15 minutes.
Sending sales orders to Xero in bulk
1.Click on Sales Orders (left menu) and then Manage Sales Orders
2. On your Manage Sales Orders page, select the sales orders you want to send to Xero and select using the tick box to the left
3. Click 
and then 
4.You orders will then be in a queue to be sent to Xero - please check in 10-15 minutes.
Need more help?
If you need a little extra help, no problem. Contact us and we will be happy to help
Related Articles
Sending Sales Orders to Xero manually
Sending Sales Orders to Xero manually Overview In this guide, we will show you how to push your sales orders to Xero manually. Before you start Before batching your sales orders together for Xero, you will need to connect your Xero account with ...Sending Sales Orders to Xero manually
Sending Sales Orders to Xero manually Overview In this guide, we will show you how to push your sales orders to Xero manually. Before you start Before batching your sales orders together for Xero, you will need to connect your Xero account with ...Sending orders to Xero's draft, approved or paid section
Sending orders to Xero's draft, approved or paid section Overview In this guide, we will show you how automatically send sales orders to Xero's draft, approved or paid sections. Before you start Before you can automate the status of your sales orders ...Reconciling orders in Xero
Reconciling orders in Xero Overview Understand the different ways to reconcile invoices and payments in Xero. Steps What is reconciliation? (click to expand) When using Xero to manage your eCommerce accounts, Xero receives details of the following: ...Batching orders together for Xero
Batching orders together for Xero Overview In this guide, we will show you how to batch orders together in Expandly before sending to Xero. This will allow you to group orders according to sales channel, tax method and currency and may be beneficial ...