When first configuring SubSync the first decision you need to make is under which mode you wish to operate the integration. The SubSync processing type can be set to either Standard or Summary.
Standard mode will replicate every invoice created in Stripe into Xero.
Summary mode will use the SubSync mapping to generate a single invoice per Stripe pay out. The frequency of the pay out can be controlled by the settings in Stripe.
As SubSync gets used by organisations across many different industries and supports different scenarios, so there are a few settings here that may or may not be relevant depending on your business.
Ignore $0 Stripe invoices - will prevent $0 invoices from syncing to Xero. This stops free trial and fully discounted invoices from being sent to Xero.
Ignore unpaid Stripe invoices - prevents unpaid invoices from syncing to Xero. This helps businesses using cash-basis accounting by showing invoices in Xero only after they’re paid in Stripe.
Ignore invoices created before SubSync - by default, an invoice finalised before SubSync connected to Xero is auto-created if paid in Stripe after connection. This setting blocks that behaviour and prevents syncing those invoices to Xero. Use it if you run cash-based accounting or finalised prior periods by other methods and don’t want those invoices created.
Treat paid date as Xero invoice date - SubSync creates invoices in Xero using the Stripe finalised date. This setting makes Xero record invoices by the date they were paid instead of their finalisation date, which helps cash-based businesses place invoices in the correct accounting period.
Support greater line item precision - Stripe supports high-precision units on invoice line items (for example, 4567.456789). Xero doesn't support this precision, so it rounds values and produces incorrect line item amounts. This setting inserts “1” into Xero units and puts the line item's total in the price. It's useful for businesses with high-precision units (usually usage-based products) that don't use Xero to track inventory volumes.
The 0.00% Xero tax rate this is what SubSync will use if it encounters any invoice line items or documents where Stripe does not include any tax information.
Alerts Recipient Email - if a processing error occurs in SubSync an email is sent to the address of the account used to connect SubSync to Xero. Emails can also be sent to an additional email address by entering that address into this field.
