You will need to set up the integration between Sellar and Xero first. Learn how to do this here.
How does it work?
What happens when I integrate Sellar with Xero?
The integration connects Sellar and Xero, allowing Sellar to push orders into Xero and create invoices
We will name-match the Customers in your list to contacts in Xero, to make sure the invoices go to the right customer. (If they don't match, you can edit the match manually. Learn how to here.)
Orders will flow into Xero when they are finalised or, for Sellar Credit orders, dispatched.
Orders where payment is made outside Sellar will become drafts in Xero. Orders paid via Sellar Credit or Stripe will be marked as approved/paid.
For Stripe Orders
You can control whether we mark these as paid or not in Xero, using your integration settings.
For Sellar Credit Orders
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.
Invoices 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’
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)