About
Connect your Xero account with Sellar to have customer invoices created automatically.
Quick start
How it works
FAQs
I have contacts in Xero who will be ordering via Sellar, how does the integration link the two?
The integration has a customer matching system. See this guide for how it works and what you need to do to link customers in Sellar with their corresponding ‘contact’ profile in Xero: How do I find my customer’s ‘contact ID’ in Xero?
I have contacts in Xero who have different details to those listed against their profile on Sellar. Will Sellar update these details?
We give you the option to decide how to handle this. Head to the Xero integration settings page on Sellar to configure. If you’d like your customer contact details in Xero to be updated with what is listed in Sellar, select ‘Yes’. Otherwise, select ‘No’.
See here for more details.
Which email address is used from Sellar to populate the contact in Xero?
Sellar will use the invoice email address to populate in Xero when creating a contact. This would also be the case when updating a contact if this setting has been enabled:
If I have issued a Stripe invoice for my customer to pay by card, will Sellar still create the invoice in Xero?
Yes. Sellar will still create the invoice in Xero so that you have full accounting records. We will also keep that invoice’s status up-to-date whenever we receive notification from Stripe that the customer has paid. Two scenarios:
If you issue a proforma Stripe invoice on Sellar and the customer pays before you confirm their order, the invoice will appear in Xero as ‘paid’
If you issue a Stripe invoice after confirming the order on Sellar, we will create the invoice in Xero as ‘draft’, but will update it to ‘paid’ upon receiving notification from Stripe that the invoice has been paid
👉 Ensure you enable payments against the Sellar Revenue Account so Sellar can mark the invoice as paid.
I have customers assigned to specific accounts in Xero, will Sellar assign line items on invoices for these customers to the relevant account?
Yes. Please see this section of the guide for details: ‣
An invoice wasn’t created in Xero for a Sellar order, how come?
There can be a few reasons why this is the case. However, one common cause can be because of an ‘archived’ contact. Please see the following guide for how to resolve this matter:
I don’t have product SKU codes setup in Xero. How will each line item appear on the invoice?
If you have SKU codes entered against product items on Sellar, Sellar will use those to query for the corresponding code on Xero. If a successful match is found, that product in Xero is referenced on the invoice. However, you don’t need product codes for it to work. If you don’t have products set up with SKU codes on Xero (or Sellar), the product name will simply be entered in the ‘description’ field. In the example below, the case of cans was set in Sellar and Xero with the product SKU code PL33024. However, the 9G Cask wasn’t set up with a product SKU code in either Sellar or Xero or both. Therefore, the product name just appears in the description field.
I have prices assigned to products in Xero, will these appear on the invoice?
No. With Price Tiers, Sellar provides more sophisticated ways to manage pricing for each of your customers. A single product could have a different price depending on the customer and their assigned price tier in Sellar. Sellar will use the price as defined on the order when creating the invoice in Xero.