XERO | How to export the total discount amount on customer invoices to XERO?

In EMERGE, you can apply a total discount to an invoice. However, in Xero, each invoice must be made up of individual line items and there is no field for total discount. As a result, the discount will not be reflected after export unless it is added as a line.

But now, you can represent the total discount as a separate line item with a negative value in EMERGE invoice and export it into XERO.

To ensure the total discount amount is successfully exported to Xero, you need to set up the correct chart of accounts mapping.

This setup ensures that all customer invoices, including total discounts, are mapped correctly to your Xero sales account.

NOTE: If you only set up the chart of accounts at the product level (in the product detail page) and do not configure the general mapping above, you may encounter this error: “Missing account for discount on total. Please set it up in Customer Invoices chart of account mapping.”

First, create a dedicated item to represent discounts in your system.

Set up the item with the following details:

This item will be used when adding discounts as a separate line in your sales orders and invoices.

When creating a sales order, instead of applying a total discount, add the discount as a separate line item.

First, add your products as usual. Then, add a new line using the Discount item and enter the discount amount as a negative value in the unit price.

Example:

After exporting the customer invoice to Xero, the discount will be shown as a separate line item (e.g. “Discount on total price____ ”) with a negative amount.

This allows the total discount to be accurately recorded in Xero.