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Getting Started Guide
Getting Started Guide
Everything you need to know about setting up & configuring your Reconcile.ly Account
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21 articles in this collection
Written by
Eyal from Reconcile.ly
and
Blanca Gongora
Exclude orders by Gateway
Describes how you can exclude some orders from being sent to Xero
Written by
Blanca Gongora
Updated over a week ago
Consolidating Shopify Payments orders
Explains how to consolidate Shopify Payments into a single Invoice per Payout
Written by
Blanca Gongora
Updated over a week ago
Custom cash clearing account
Explains how to apply cash payments recorded on Shopify to a custom clearing account
Written by
Blanca Gongora
Updated over a week ago
Custom mappings
Explains how custom mappings work
Written by
Blanca Gongora
Updated over a week ago
Create Xero contacts for Shopify customers
Written by
Blanca Gongora
Updated over a week ago
When are orders sent to Xero?
Explains how to set the app to send orders to Xero when they are paid or created
Written by
Blanca Gongora
Updated over a week ago
Handling partial payments on orders included in a payout
How to account for orders that where included on a payout invoice, but also have a partial payment from another source
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Written by
Eyal from Reconcile.ly
Updated over a week ago
Include orders by tag
Explains how you can filter your orders export based on orders tags
Written by
Blanca Gongora
Updated over a week ago
Export direct orders to Xero
Explains how to set the app to also export orders that did not use the Shopify Payments gateway
Written by
Blanca Gongora
Updated over a week ago
Company name for created contacts
Written by
Blanca Gongora
Updated over a week ago
Invoice Reference for Direct Orders
Explains how you can change the reference information on your Invoices for individual orders.
Written by
Blanca Gongora
Updated over a week ago
Contents
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Written by
Eyal from Reconcile.ly
Updated over a week ago
Force created invoices as Paid/Authorized
Explains how to mark the invoice as Paid status on Xero (won't Reconcile bank payment)
Written by
Blanca Gongora
Updated over a week ago
Apply received payments to this bank account
Explains how to apply partial payments recorded on Shopify to a bank account
Written by
Blanca Gongora
Updated over a week ago
Prerequisites
Some things that we recommend you do before using Reconcile.ly
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Written by
Eyal from Reconcile.ly
Updated over a week ago
How does Reconcile.ly Work?
What assumptions we make and how to set up your accounts
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Written by
Eyal from Reconcile.ly
Updated over a week ago
Data flow
How Reconcile.ly uses your data
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Written by
Eyal from Reconcile.ly
Updated over a week ago
Connecting and Disconnecting to Shopify
How to install Reconcile.ly on your Shopify store
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Written by
Eyal from Reconcile.ly
Updated over a week ago
Connecting to Xero
How to connect Reconcile.ly to your Xero organisation
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Written by
Eyal from Reconcile.ly
Updated over a week ago
Disconnecting from Xero
How to remove Reconcile.ly from your Xero organisation
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Written by
Eyal from Reconcile.ly
Updated this week
Configuring your Settings
An overview of the settings screen
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Written by
Eyal from Reconcile.ly
Updated this week