Skip to content

Accountancy

Applies toShopify

Steps for

How the accountancy integrations work

How a B2B order becomes an invoice

B2B order

Paid by invoice or on account
(this flows forward)

SparkLayer

Matches or creates the contact
(this flows forward)

Xero or QuickBooks

Invoice created through the API
(this flows forward)

My Account

Customer views and downloads the invoice

Both integrations work the same way, with a few differences:

FeatureXeroQuickBooks Online
Creates invoices for Pay by Invoice and Pay on Account ordersYesYes
Creates contacts automatically (optional)YesYes
Invoice per shipment for Pay on Account orders (optional)YesYes
Sales receipts for upfront payment ordersNot documentedYes (optional)
Payments on invoices shown on the SparkLayer orderYesNot documented

To see where each integration fits in the Pay by Invoice and Pay on Account flows, try the interactive guide How payments work.

Was this page helpful?

Last updated