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Overview of Settings > Invoices section in A2X
Overview of Settings > Invoices section in A2X

Walk through the sales grouping and tracking options

Lana Kohut avatar
Written by Lana Kohut
Updated over a week ago

The Invoices Settings in your account settings control how A2X creates the Xero/Sage invoices or QuickBooks Online journals when posting them to your accounting system.

To access these settings you can click the Settings menu next to the blue bar in the top right side of your A2X account and then select Invoices.

By default, A2X will summarize all sales data and post the invoice with a single sales line item.

You can also choose to group sales by SKU or by product type (if you have defined any product type groups in Settings > Product Types).

Note for Xero users: If you group by SKU, we will pass SKU and quantity data to Xero too, but note this requires that all your SKU's are already registered in Xero.

In all of our integrations, we have 'Additional Groupings' available, where you can choose to group sales by country (shipped to).

In A2X for Amazon, the third option in the 'Additional Groupings' section allows you to group refunds, promotions, shipping, and giftwrap charges in the same way as sales.

Finally, if you are using tracking categories in Xero, or tracking classes in QuickBooks Online, you can also assign them to your invoices at the bottom of this same page.

A2X account connected to Xero:

A2X account connected to QuickBooks Online:

Please Note: Currently, A2X does not support Sage Marketplace Tracking. The team at A2X is working on bringing this functionality to our Sage users as well.

When you are happy with your settings on the Invoices setting page, click Update Invoice Settings.

Please Note: These settings do not automatically apply to old settlements, they are instead applied by refreshing the settlement(s).

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