Finance Integration

Xero, connected to
your entire
order flow.

Post and retrieve invoices automatically. Sync EDI retailer orders into Xero as draft invoices without an ERP. Consolidate Shopify and WooCommerce orders to stay within transaction limits. Reporting intact through tracking categories and SKU matching throughout.

By the numbers
Event-driven
Invoice posting
Triggered on despatch or approval
99.9%
Uptime SLA
Monitored 24/7 · alerting included
2-way
Invoice sync
POST draft · GET approved invoice
Live invoice flow
Tesco PO #TES-9841 despatched
EDI despatch confirmed · 24× SKU-0041
EDI
Draft invoice posted to Xero
INV-4421 · £3,840.00 · tracking category applied
POSTED
Xero invoice approved
INV-4421 authorised · status retrieved
APPROVED
Shopify batch consolidated
47 orders → 1 invoice · daily consolidation
BATCH
Credit note posted
CRN-0089 · return processed · Unleashed matched
CREDIT
What Supply Lens does with Xero

Three distinct integration patterns.
One connection.

Xero sits at the end of most order flows. The question is how data gets there — and whether it arrives in a shape that keeps your reporting, reconciliation and transaction count intact.

Invoice POST and GET
Supply Lens posts invoices into Xero when orders are despatched and retrieves the authorised invoice once approved. Both directions are handled — the invoice goes in as a draft, your team approves it in Xero, and Supply Lens retrieves the authorised version to pass downstream, whether to a retailer, an ERP, or a document store.
POST draft invoice GET authorised invoice Credit notes Approval workflow
EDI retailer orders → Xero
For brands at the start of their EDI journey that have not yet deployed a full IMS or ERP, Supply Lens can receive retailer purchase orders and post them directly into Xero as draft invoices. Once the goods are shipped and the invoice approved, Supply Lens retrieves it to send back to the retailer as the billing document — no ERP required.
EDI PO → draft invoice Despatch-triggered posting No ERP required Retailer billing document
Consolidated invoicing
Xero's transaction limit means posting every Shopify or WooCommerce order as a separate invoice is not always viable at volume. Supply Lens consolidates orders — by day, by channel, or by period — into a single invoice before posting to Xero. Line items are preserved so reporting remains accurate, and SKU matching ensures inventory tracking categories stay intact.
Daily or period batching Per-channel consolidation Transaction limit management Line-level detail preserved
Tracking categories
Xero tracking categories let you report by channel, region, brand, or product line without a full chart of accounts restructure. Supply Lens applies tracking categories automatically at the point of invoice creation, derived from the source order data — channel, warehouse, customer type, or any combination you define.
Channel tracking Brand or region split Order-derived categories Configurable rules
SKU-level inventory matching
Where Xero is used for inventory reporting, Supply Lens matches invoice lines to Xero inventory items by SKU so your stock-on-hand figures, cost of goods, and inventory account postings remain accurate. This applies to individual order invoices and consolidated batches alike — each line references the correct Xero item regardless of how the order arrived.
Xero inventory item matching SKU cross-reference COGS account posting Batch line detail preserved
Credit notes and adjustments
Returns, cancellations, and retailer short-payments all generate credit notes in Xero automatically. Credit notes are matched to the original invoice, tracking categories are carried through, and any inventory adjustment flows back to the source system. The finance record stays accurate without manual intervention.
Automated credit notes Original invoice matching Short-payment handling Inventory adjustment sync
Where Xero integrations break

Xero is simple to connect.
Less simple to connect correctly.

The API is well-documented and the authentication is straightforward. The complexity is in what you post, when you post it, and whether your finance records stay coherent at volume.

We post every Shopify order individually and we're about to hit Xero's transaction limit.

Xero's transaction limit is a real constraint for businesses selling at volume through Shopify or WooCommerce. Supply Lens consolidates orders into batched invoices — by day, by channel, or by any period you define — before posting. Individual line items are preserved inside the consolidated invoice so your SKU-level reporting and inventory tracking categories remain accurate. You stay within the limit without losing detail.

We receive retailer POs but don't have an ERP yet. We're managing invoices manually in Xero.

For brands in the early stages of EDI or B2B who haven't yet deployed a full IMS, Supply Lens can bridge directly between your EDI retailer flow and Xero. When a retailer PO is received and goods are despatched, Supply Lens posts the invoice into Xero as a draft. Once your team approves it, Supply Lens retrieves the authorised invoice to send back to the retailer as the formal billing document. The manual step is the approval — everything else is automated.

Our Xero invoices don't have tracking categories so we can't report by channel or brand.

Tracking categories in Xero are only useful if they're applied consistently and correctly at the point of posting. Supply Lens derives tracking category values from the source order data — the channel the order came from, the warehouse that fulfilled it, the customer type, or any combination — and applies them automatically to every invoice line. You get the reporting split you need without anyone manually editing invoices in Xero.

Our Xero inventory items don't match our product SKUs so the stock reporting is broken.

Where Xero is used for inventory reporting, the match between invoice lines and Xero inventory items has to be exact for the stock-on-hand and COGS figures to be meaningful. Supply Lens maintains a cross-reference between your source system SKUs and Xero item codes. Every invoice line — whether from a single order or a consolidated batch — references the correct Xero inventory item. The matching is maintained as part of the ongoing service, so new products are added before the first invoice for them is posted.

Getting started

Most Xero integrations
are live in 2 days.

The scope call usually takes 30 minutes. What takes the most time is agreeing the tracking category rules and the consolidation period — the technical connection itself is fast.

What you need to provide
  • Xero OAuth credentials (we use standard Xero app authorisation)
  • Source system credentials — Shopify, WooCommerce, ERP, or EDI
  • Tracking category names and the rules for applying them
  • Xero account codes for sales, shipping, discounts and tax
  • Consolidation preference — per order, daily batch, or period batch
  • SKU to Xero inventory item mapping, if inventory tracking is enabled
How we get you live
1
Scope
Credentials, account codes, tracking category rules and consolidation preference confirmed.
2
Configure
Connection built in staging. Invoice mapping, tracking categories and SKU cross-reference applied.
3
Test
Sample invoices posted to your Xero sandbox. Tracking categories, account codes and line items validated.
4
Go live
Production activated. Invoice flow monitored from day one.

Ongoing support includes account code updates, tracking category changes and SKU mapping maintenance.

Ready to connect Xero
to your order flow?

Invoices posted automatically. Tracking categories applied. Transaction limits managed. 30-day trial available.