Sales orders created in Brightpearl are pushed to Xero once they reach a mapped status, typically 'Invoiced'. Payments can then be recorded in either Brightpearl or Xero, with the resulting transaction updating the other system.
Sales invoices are only created in Xero once the sales order in Brightpearl moves to the mapped status. This is to ensure that quotes and incomplete or uninvoiced SOs do not get accounted for in Xero. The status is configured in the connector at Account settings > Brightpearl settings > Default configuration.
This should be the same status used for invoiced sales, which is set in Brightpearl at Settings > Sales > Sales workflow.
Fields between Brightpearl and Xero are mapped as follows:
|Brightpearl field||Xero field|
|Invoice ref||Invoice number|
|Payment due||Due date|
|Item code (SKU)||Item code|
|Tax code||Tax rate|
|Tax amount||Tax amount|
|Invoice total||Invoice total|
The 'to' name, postal address and email address against the invoice in Xero are taken from the customer record in Xero.
Shipping inventory and invoicing
Important! Please be aware that in Xero inventory is depleted once a sales invoice is created. As such, if goods are shipped in Brightpearl before the order is invoiced, the change to inventory levels will not be reflected in Xero until such point as the invoice is created.
Likewise, if an order is invoiced in Brightpearl before it is shipped, the resulting invoice in Xero will automatically reduce Xero's on-hand inventory level. If the stock is unavailable, the connector will fail to create the invoice.
As such, it is recommended to only invoice orders in Brightpearl once all inventory has been shipped.
Payment initiated in Xero
You may choose to manage accounts receivable in Xero, in which case the sales order is still created in Brightpearl and posted to Xero once invoiced. The payment is then recorded in Xero and will be pushed back to Brightpearl, marking the linked order as paid. This is a common workflow for B2B sales where the order is only paid once it has been shipped and invoiced.
Payment initiated in Brightpearl
Alternatively, if the payment is recorded in Brightpearl it will be pushed to Xero once the order is invoiced. This is the typical workflow for online sales, where payments may be authorized and captured before the sale is invoiced. The order and payment will download into Brightpearl and both be created in Xero automatically once the order is invoiced in Brightpearl.
Note: the payment can also be received in Brightpearl after the order is invoiced.