On‑Account Sales with Xero

Overview

On‑Account Sales with Xero is a Shopify app that allows you to offer on-account sales to your customers in-store. This app integrates with Xero to automatically convert your Shopify cart into assigned invoices/credit notes, making it easy to keep track of accounts. With a user-friendly interface and reliable integration with Xero, this app streamlines the process of offering on-account sales, improves sales, and simplifies accounting administration.

Key Features

• Streamlines the process of offering on-account sales in-store

• Automatically converts the Shopify cart into assigned invoices/credit notes on Xero

• Sends invoices to customers in real-time

• Saves time and simplifies accounting administration

• Seamlessly connects across multiple terminals and locations

Plans

Tips and Tricks

• Make sure to set up Xero integration properly to ensure seamless syncing of invoices/credit notes

• Regularly review and reconcile your Xero accounts to keep your financial records accurate

• Use the app's reporting features to gain insights into your on-account sales and track performance