Daybook
Orders, payments, refunds and gateway fees into Xero - checked to the cent before anything is sent.
Daybook is for WooCommerce shops whose books are in Xero.
Inside Daybook
Invoices with WooCommerce's own tax on every line, mapped to your Xero tax rates; shipping and order fees on their own accounts.
Payments into the bank account you choose for each payment method.
Gateway fees (Stripe, WooPayments, PayPal) posted as money spent, so your bank reconciles.
Refunds as a credit note and the money paid back against it.
Xero can email the invoice to your customer.
Checked to the cent
each invoice is added up as Xero will add it and compared with the order total before it is sent. An order that does not add up, or needs a setting, is held - and the screen says exactly why.
A log you can read
every step, Xero's own words when one fails, three tries, then Resend. Resending never doubles a document.
Xero's current sign-in
granular scopes, your own Xero app, the connection kept alive.
Before you start
Asked first
Does it send old orders?
Orders from the moment it is connected. Older orders are not sent backwards.
What if Xero is busy?
Daybook waits as long as Xero asks and carries on by itself.
More for money & tax
Cartage
The Colorado and Minnesota retail delivery fees on WooCommerce orders - the right amount, the right name, the right orders - and the totals for the return.
Collector
The lines your state sales-tax return asks for, from your WooCommerce orders - for every state you file in.
Countersign
EU VAT numbers checked with VIES, the reverse charge applied only when it should be, the proof kept on the order - and no order ever waits on VIES.