Applies toShopify
Steps for
How a B2B order becomes an invoiceB2B order
Paid by invoice or on account
(this flows forward)
(this flows forward)
SparkLayer
Matches or creates the contact
(this flows forward)
(this flows forward)
Xero or QuickBooks
Invoice created through the API
(this flows forward)
(this flows forward)
My Account
Customer views and downloads the invoice
Both integrations work the same way, with a few differences:
| Feature | Xero | QuickBooks Online |
|---|
| Creates invoices for Pay by Invoice and Pay on Account orders | Yes | Yes |
| Creates contacts automatically (optional) | Yes | Yes |
| Invoice per shipment for Pay on Account orders (optional) | Yes | Yes |
| Sales receipts for upfront payment orders | Not documented | Yes (optional) |
| Payments on invoices shown on the SparkLayer order | Yes | Not documented |
To see where each integration fits in the Pay by Invoice and Pay on Account flows, try the interactive guide How payments work.
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