Does a daily summary remove the source order detail?

No. ClearCommerce stores the imported source orders and refund information separately from the Xero summary and its export lines.

Can summaries use order created date instead?

Yes. Export profiles support paid date, order created date or completed date, although paid date is normally the cleaner retail basis.

How are refunds handled?

Refunds can be included in the accounting calculation and posted through controlled Xero credit-note or adjustment handling, with source references retained.

WooCommerce, Shopify and BigCommerce to Xero accounting workflows. Book a demo

Cross-channel product capability

Turn a day of ecommerce retail activity into one controlled Xero sales record

Daily-summary mode is the ClearCommerce posting option for high-volume retail. It keeps the source transactions in the connected store history while Xero receives a compact accounting result built from mapped sales, tax, shipping, discounts, refunds and payment methods.

See a summary preview Read the accounting guide

ClearCommerce output

What the product does before the Xero post

The workflow imports a date range, selects eligible paid activity, groups it according to the store profile and builds the exact Xero-ready lines for review.

Choose the grouping date used by the store
Exclude zero-total orders by default
Roll up mapped sales and tax lines
Keep payment methods visible for clearing allocation
Preview the finished result before authorisation

One capability, different store sources

The accounting pattern can be used across supported ecommerce connectors while the source data remains channel-specific. A WooCommerce summary is built from WooCommerce orders; a Shopify summary is built from Shopify source orders; a BigCommerce summary is built from that store's data and mappings.

The product boundary stays clear

The summary is about sales posting. Processor settlement statements and bank feeds remain separate reconciliation evidence. ClearCommerce maps the sales side into clearing accounts so those later records have a clean balance to match against.

Trade orders still need a different outcome

Daily summary is not a universal rule. Where customer receivables matter, individual invoice mode is the appropriate accounting record.

One day, one record

What a daily summary replaces

Without a summary

200+ individual invoices for one trading day
Each invoice needing its own VAT and payment-method check
A Xero contact list flooded with one-time retail buyers

With a daily paid-date summary

One Xero sales record per store, per day
VAT, shipping and discounts rolled up correctly within that record
A generic retail contact instead of hundreds of individual ones

Questions people ask

FAQs

Why use a daily summary instead of one invoice per order?

High-volume retail stores can generate hundreds of orders a day; posting each as an individual Xero invoice creates clutter and slows reporting without adding useful detail.

Does a daily summary lose per-order detail?

No. Source order data is retained and available for audit even though Xero only receives the rolled-up daily record.

Can daily summaries and individual invoices be used on the same store?

Yes, by order type. Retail card orders can use the summary while trade or BACS orders use individual invoices.

Want to see your own day reduced to a clean Xero preview?

Bring one representative trading day and the Xero account mappings you use.

Book a demo