Xero for OpenCart 2.3, 3.x and 4.x — invoices, payments and credit notes from orders

Accounting Sync for Xero for OpenCart creates a Xero sales invoice from an order: the buyer contact, lines with VAT or GST by rate, shipping, revenue accounts. In the free version you do it with a button on the order page, after a preview. Pro does it on an order status, adds payments and credit notes, and brings the paid status back to OpenCart once the invoice is paid in Xero. For Xero organisations in the UK, Australia and New Zealand.

Before you install: every shop connects through its own Xero app, created for free at developer.xero.com. The four steps and the redirect address are shown right in the module settings.

What the buyer sees

The buyer sees nothing new: the checkout does not change. The Xero invoice gets the Xero number or the order number, as you choose.

What the admin gets

Extensions → Modules → Accounting Sync for Xero: Connection, Document, Automation and Pro tabs. The connection, the organisation, the invoice status (approved or draft), numbering, tax rates and revenue accounts.

The order page has a Xero panel: the order documents with numbers, totals and statuses, and buttons to create and retry. A separate “Xero documents” page lists every document with filters.

How it works, step by step

1. At developer.xero.com you create a Web app with the redirect address from the settings and copy the Client ID and secret into the module.
2. “Save and connect to Xero”: you sign in to Xero and choose the organisation.
3. You check the tax rates and revenue accounts.
4. On the order page you preview the invoice and create it; in Pro it happens by itself on a status.
5. Every 30 minutes Pro checks unpaid invoices in Xero and sets the chosen status on the order once its invoice is paid.

Under the hood

• The secret and tokens are stored encrypted.
• Before creating a document the module looks for it in Xero, so a retry never makes a second invoice.
• A credit note covers the whole order: it is set against an unpaid invoice, and for a paid one the money is paid back from the bank account. Enter a partial refund in Xero.
• The free tier of a Xero app allows 1000 calls a day per organisation; one order takes a few calls.
• Module language: English.

How to install

1. Extensions → Installer: upload the archive for your version without renaming the file.
2. OpenCart 3.x and 2.3: Extensions → Modifications → Refresh.
3. Extensions → Modules → Accounting Sync for Xero → install → edit.
4. Create the Xero app as the guide says, paste the keys and connect.
5. For Pro: paste the key or start the 7-day trial on the Pro tab.