If you are looking for Brewery Management Systems Integration guidance with Sellar Credit, check out that guide here. E.g. BREWW, Viewplan and Brewman
How are Sellar Credit orders different?
Why are Sellar Credit orders handled differently?
The key difference with Sellar Credit orders is that you are selling your products to us, Sellar (Waffle Tech LTD), and we are then selling these products on to the end customer. From your perspective, Waffle Tech LTD is responsible for paying your invoice
You do not need to create and send invoices for Sellar Credit orders. Invoices will be issued and paid via our self-billing arrangement. (see how payouts work here)
If you need to raise a Credit Note for a customer you must raise it in Sellar. As orders are invoiced to us and not directly to the customer, we will generate two credit notes and do all the work for you. (see how Credit Notes work here)
What do I need to do to prepare?
What can I do in my Accounts Package to get ready for Sellar Credit orders to flow in?
If you already have an active Xero or QuickBooks integration with Sellar, there are no additional setup steps required for it to work with Sellar Credit orders.
How will this work with the Xero integration?
What does the integration look like with Sellar Credit orders?
When you dispatch a Sellar Credit order, a draft invoice will be created on Xero.
This invoice will be allocated against a customer contact called “Waffle Tech LTD”. If this is the first Sellar Credit order, we will automatically create this customer contact in your Xero account.
The Sellar Credit fee will be added to the invoice on Xero as a deduction and categorised as the Xero nominal ‘404 - Bank Fees’
How will this work with the Quickbooks integration?
What does the integration look like with Sellar Credit orders?
When you dispatch a Sellar Credit order, a draft invoice will be created on Quickbooks.
This invoice will be allocated against a customer contact called “Waffle Tech LTD”. If this is the first Sellar Credit order, we will automatically create this customer contact in your Xero account.
The Sellar Credit fee will be added to the invoice on Xero as a deduction and categorised as the Xero nominal ‘404 - Bank Fees’
What's an example of how this works?
How does this work in practice with an order?
Your Customer places an order for £300 on Sellar and opts to pay by Sellar Credit.
Once the order is dispatched on Sellar the invoice gets created on Xero and allocated to the Xero customer contact, “Waffle Tech LTD”.
The Sellar Credit fee will appear as a line item deduction on this invoice. This will be rated at 0% tax and categorised as ‘404 - Bank Fees’ for purposes of accounting.
You will now have an invoice totalling £291.03 (£300 minus the Sellar Credit Fee at 2.99% of the total order value in this example)
How about Credit Notes?
You will need to raise Credit Notes in Sellar for all Sellar Credit Orders
You agree to credit this customer £100. You must initiate this in Sellar for Sellar Credit orders. (find out how to raise a credit note for Sellar Credit orders here)
Once the credit note has been created and issued on Sellar, the equivalent credit note will be raised on Xero.