Xeroom – Xero Accounts Integration with WooCommerce › Forums › Xeroom Support Forum › Tracking Category, Custom Order Number Reference, Send to Xero Processing › Reply To: Tracking Category, Custom Order Number Reference, Send to Xero Processing
Thanks for your post and kind comments – glad it is proving of value! In answer to your questions:
1. Invoices get created on checkout, order creation or on bulk send.
2. Xero tracking categories – at present we only have geography working automatically which picks up the location of the customer and tags it in Xero with this. That was driven by the need for digital VAT within the EC. We plan to add the others dept, cost centre etc in the future but can’t say exactly when yet. If you are not wanting to use all products across all depts (ie multidimensional reporting) then you could use the Woocommerce categories for the products and then set the accounts for each category in the Xeroom settings.
3. Custom Invoice Ref – This is not something we have tried but you might be able to populate the order no with your custom ref and then that would get picked up by Xeroom.
4. You can use the bulk order send in the WooCommerce order screen to trigger it manually or set the autocomplete option to be on and then as soon as they complete the orders should post to Xero.