When creating invoices in Hoops and syncing them to Xero, you have access to two powerful fields that can dramatically expand your reporting capabilities inside Xero:
Account
Item
These fields allow you to categorize invoice lines more accurately, helping you create more meaningful sales, revenue, and product reporting within Xero.
This is especially powerful for businesses wanting deeper visibility into:
apparel sales
decoration revenue
screen printing
embroidery
freight
setup charges
service categories
product category performance
Understanding the Account Field
When creating or editing an invoice in Hoops:
Choose:
Actions → Create/Edit Invoice
Within the invoice screen, you will see an Account column.
This dropdown displays the available revenue or sales accounts pulled directly from your connected Xero account.
These accounts sync from Xero automatically and can be managed within Xero itself.
Example: Revenue Reporting by Category
For example, consider a quote containing:
T-shirts
Screen printing
You could assign:
the apparel lines to a revenue account such as:
Sales - Apparel
and the print lines to:
Sales - Screen Printing
This allows Xero reporting to separate:
garment revenue
decoration revenue
instead of grouping everything together under one general sales account.
This can provide significantly more detailed reporting for your business.
Understanding the Item Field
The second powerful field is the Item column.
This field displays the inventory items and products configured inside Xero.
You can assign invoice lines to specific Xero items to improve:
sales tracking
item reporting
inventory reporting
category analysis
For example:
apparel products could map to apparel inventory items
print charges could map to printing service items
Important: Itemized Pricing vs Rolled-Up Pricing
This workflow works best when using itemized pricing within Hoops.
With itemized pricing:
products
decorations
additional charges
all appear as separate invoice lines.
This allows you to assign:
different revenue accounts
different Xero items
to each part of the order.
Example of Itemized Pricing
Line Item | Value |
T-Shirt | $10 |
Screen Print | $2 |
This allows separate reporting.
Example of Rolled-Up Pricing
Line Item | Value |
Printed T-Shirt | $12 |
In this case, product revenue and decoration revenue are combined into a single line, reducing reporting flexibility but drastically increasing business outcomes and customer experience. This is a very important decision to make as rolled-up pricing is believed to be the superior approach overall, but some of this reporting capability is diminished by doing so.
Learn more about how pricing modes affect invoices.
Setting a Default Revenue Account
If most of your invoices use the same revenue account, you can configure a default account inside the Xero integration settings.
Go to:
Settings → Integrations → Xero Settings
Within the settings, you can configure the:
Default Revenue Account
This account will automatically preload when creating invoices from Hoops.
You can still manually override individual lines whenever required.
This can significantly speed up invoice creation while still allowing advanced reporting flexibility.
Because these settings directly impact your accounting and reporting structure, it is strongly recommended that you discuss any reporting workflows, account structures, or item strategies with your accountant or bookkeeper before implementing them.
Learn More in Xero
Sales by Item Reporting