(Click image to enlarge)
To build the invoice, Commerce Sync creates items and accounts to use in Xero. You can then report on these items and accounts (in Xero), to get more value and insight from your daily transfers. You'll see a line on the invoice for each of the following that you have in your sales:
- Sales - taxable and non-taxable sales are displayed on separate lines.
- Sales by Category - if you have this feature turned on, taxable and non-taxable sales by category (or label) are displayed on separate lines.
- Tips - the total amount of tips is displayed on a separate line. The Clover Tips account Commerce Sync uses in Xero is an Other Current Liability account type.
- Discounts - taxable and non-taxable discounts are displayed on separate lines.
- Tax Offset - if needed, Commerce Sync will create an account for offset amounts. This is usually a penny ($0.01) amount due to tax rounding differences.
Sales tax - calculated from your taxable sales in Clover will appear at the bottom of the invoice.
Refunds - from orders on a previous day are transferred separately and closed out appropriately. Same day refunds are included (net) the daily sales total.
We find the easiest way to find the invoice information is to click on Customers from your Xero account, then you will select the customer you have set in your Commerce Sync Settings (the default is Clover Customer).
Now that you understand how the invoice appears, your next step is to click on the image below for information about your payment activity.