04 – Data Sync – TallOrder → Xero

TallOrder automatically sends financial transactions to Xero.

Sales Invoices

POS tabs are posted as invoices in Xero.

Depending on configuration:

• One daily summary invoice
• Individual invoices per transaction

Customer account invoices are always synced individually.

Payments

Payments recorded in TallOrder are synced to Xero against the corresponding invoice.

Typical accounting entry:

• Debit
• Payment Control Account
• Credit
• Customer Account or Cash Customer Account

Overpayments are recorded as customer overpayments in Xero.

Customer Credit Notes

Refunds processed in TallOrder generate credit notes in Xero.

Supplier Invoices

Supplier invoices recorded in TallOrder are synced to Xero as Bills Awaiting Approval (supplier payments are not currently synchronised).

Supplier Credit Notes

Supplier credit notes recorded in TallOrder are also synced to Xero.