OFN User Guide
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  • Welcome to the OFN User Guide
  • Local OFN organisations and contacts
  • Where does my business fit in OFN?
  • Quick Start Guides
    • Hub
    • Shop
    • Profile
    • Digital Farmer's Markets
  • Features
    • Register and Create an Enterprise Account
    • Dashboard
    • Enterprise profile
      • Package / profile types
      • Enterprise Settings
      • Create or connect with your supplying producers
      • Making a producer profile searchable by product category
      • Enterprise Permissions
      • Change Profile Managers/Owners
    • Products
      • Add products
      • Product variants
      • Product properties
      • Pricing meat & other 'complete' products of unknown weight
      • Inventory tool
      • Group Buy - for bulk ordering
      • Product and Inventory import
    • Shopfront
      • Shipping Methods
      • Payment Methods
      • Enterprise Fees
      • Order cycles
        • Order Cycles (for Hubs)
        • Order Cycles (for Shops)
        • Opening more than one order cycle
        • Permissions in multi-enterprise order cycles
      • Customer management and conditional displays/prices
        • Customer Management
        • Tags and Tag Rules
      • Vouchers
      • Private shopfront
      • White Label shopfront
      • Display only shopfront
    • Orders
      • Manage Orders
      • Create orders manually
      • Refunds and Adjusting Payments
    • Subscriptions
      • Configuration
      • Subscriptions - Creating & Managing orders
      • Subscriptions - the customer's perspective
      • Subscriptions - FAQs
    • Reports
      • General tips
      • Order Reports
      • Reports for Bulk Order Management
      • Reports for Hub Management
      • Packing Reports
      • Payment Reports
      • Tax Reports
      • OFN Invoices
      • Xero Invoices
    • Groups
      • Create and manage a Group page
    • API
  • Hub management tips
    • How To's
      • Delete an Enterprise
      • Soft Close an Order Cycle
      • Open your Shop on 'Preview'
      • Customise your shop appearance
      • Take orders on Credit
      • Vouchers v. tags
      • Early Shopping 'Hour' for Priority Groups
      • Discounted/Free Delivery for Vulnerable Customers
      • Cash/EFTs for trusted customers only
      • Reward your volunteers
      • Running a Social Media Promotion
      • How to Create Gift Vouchers
    • Marketing Tips
    • Social Media
  • Complementary software and tools
    • Newsletters & Promotional Emails
    • Accounting and Invoicing Packages
      • Paying suppliers with ABA files (Australia)
    • API
  • Frequently Asked Questions
  • Glossary of OFN Terms
  • Shopping with Open Food Network
    • About Open Food Network
    • How to find an online food shop near you
    • Shopping and Placing an Order
    • The people & businesses who make your food
    • Your OFN account
    • Subscription Orders
    • Frequently Asked Questions
  • Feedback
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Sur cette page
  • Xero Invoices
  • Generating the report
  • Data Available
  • Importing the report into Xero
Exporter en PDF
  1. Features
  2. Reports

Xero Invoices

Xero

PrécédentOFN InvoicesSuivantGroups

Due to the current legal deficiencies of the invoices generated by the OFN platform, it may be necessary to use the data included in reports as a source for external invoicing software.

Many food enterprises use the software package Xero for invoice generating and accounting. The reports available in the 'Xero Invoices' section enable you to easily download data in a form which is compatible with automatically uploading in bulk to Xero.

Xero is a totally independent software platform to OFN and hence screenshots depicted herein are demonstrative only.

Please contact Xero directly if you would like further advice on how to use their software.

Xero Invoices

This report creates CSV files which can be imported into the accounting package ‘Xero’ to generate invoices for customers. There are two options: a summary report and a detailed report; the latter includes a line item for each item the customer purchased, including any fees and adjustments to their order.

Generating the report

Date range: You can filter orders by the date the order was placed.

Hub and order cycle: You can specify which Hub and Order Cycle, the orders were placed through.

Initial invoice number: To ensure compatibility with your Xero invoice numbering system, enter the first invoice number you would like new invoices to be allocated. All subsequent invoices will be numbered from this point.

Invoice date: You can select the date that you want the invoices to be marked with in Xero. This is editable once you have the invoice in Xero, but doing it here allows you to batch date all the invoices in a single report.

Due date: You can select the due date to be marked on Xero invoices. Again this is editable in Xero.

Account code: If you place a Xero account code here, all items in the invoice will be assigned to this account. This it editable in Xero.

Rendering options: These are the same as other reports (on screen, PDF, Formatted or .csv; as well as choice of columns and specific data you wish to download)

Data Available

  • Customer name, email, billing address (no phone number)

  • Invoice number and date of purchase. Due date is one month after invoice date. Reference number is the same as invoice number.

  • Product name, quantity, cost, tax rate, SKU, fee

  • Payment status (paid or balance due)

  • currency of transaction.

Importing the report into Xero

In Xero go to Accounts, Sales and click Import.

Next you will select your downloaded OFN Xero report for upload. The settings you should select are shown below.

Selecting Ignore contact address details will ensure your Xero customer data is unaltered.

Selecting Tax Exclusive will ensure that products you have set to include tax in the Open Food Network will include tax, but your tax free items will remain tax free.

Xero Report Fields
Xero Import
Xero Import Steps