{"id":20218,"date":"2023-10-17T18:01:42","date_gmt":"2023-10-17T18:01:42","guid":{"rendered":"https:\/\/synder.com\/help\/?p=20218"},"modified":"2026-09-17T19:44:44","modified_gmt":"2026-09-17T19:44:44","slug":"smart-rules-update-products-in-sales-receipts-based-on-metadata","status":"publish","type":"post","link":"https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/","title":{"rendered":"Smart Rules: Update Products in Sales Receipts Based on Metadata"},"content":{"rendered":"\n<div style=\"background:#e8f5e9;border-left:4px solid #43a047;padding:12px 16px;margin-bottom:20px;\">\n<strong>Sync mode note:<\/strong> Smart Rules run in <strong>Per-Transaction sync only<\/strong>. They are <strong>not available in Summary Sync (Daily Summary)<\/strong> on any platform. If your organization syncs in Summary mode, use <a href=\"https:\/\/synder.com\/help\/summary-sync-understanding-the-mapping-groups\/\">Mapping \/ Grouping<\/a> instead &#8212; it is the Summary-mode substitute for Smart Rules. <br><br>New to sync modes? See <a href=\"https:\/\/synder.com\/help\/how-rules-work-in-synder\/\">How Smart Rules Work in Synder<\/a>.\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Note:<\/strong> This automation is available for <strong>QuickBooks<\/strong> only. Stripe metadata is not available as a Smart Rules field in Xero, so it cannot be used to update transactions there.<\/p>\n\n\n\n<iframe loading=\"lazy\" width=\"560\" height=\"315\" src=\"https:\/\/www.youtube.com\/embed\/bBLcHeMXDqQ?si=k703ghfc8CMv4zYo\" title=\"YouTube video player\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/synder.com\/contact\/\"><em>Reach out to the Synder Team<\/em><\/a> via online support chat, phone, or email with any questions you have \u2013 we\u2019re always happy to help you<\/p>\n\n\n\n<script>\nif (window.convertflow == undefined) {\nvar script = document.createElement('script'); \nscript.async = true;\nscript.src = \"https:\/\/js.convertflow.co\/production\/websites\/11040.js\"; \ndocument.body.appendChild(script); \n};\n<\/script>\n<div class=\"cf-cta-snippet cta74541\" website-id=\"11040\" cta-id=\"74541\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\"><br><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sync mode note: Smart Rules run in Per-Transaction sync only. They are not available in Summary Sync (Daily Summary) on any platform. If your organization syncs in Summary mode, use Mapping \/ Grouping instead &#8212; it is the Summary-mode substitute for Smart Rules. New to sync modes? See How Smart Rules Work in Synder. Note: [&hellip;]<\/p>\n","protected":false},"author":2233,"featured_media":0,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"inline_featured_image":false,"_et_pb_use_builder":"","_et_pb_old_content":"","_et_gb_content_width":"","advgb_blocks_editor_width":"","advgb_blocks_columns_visual_guide":"","footnotes":"","_ppma_block_editor_authors":""},"categories":[369,1,264,375],"tags":[],"ppma_author":[338],"class_list":["post-20218","post","type-post","status-publish","format-standard","hentry","category-transaction-recording-per-transaction","category-video-tutorials","category-smart-rules","category-smart-rules-automation-pt"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Smart Rules: Update Products in Sales Receipts Based on Metadata<\/title>\n<meta name=\"description\" content=\"Learn to automate product updates in sales receipts using metadata with Synder&#039;s smart rules. Enhance your sales process for improved efficiency.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Smart Rules: Update Products in Sales Receipts Based on Metadata\" \/>\n<meta property=\"og:description\" content=\"Learn to automate product updates in sales receipts using metadata with Synder&#039;s smart rules. Enhance your sales process for improved efficiency.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/\" \/>\n<meta property=\"og:site_name\" content=\"Synder\" \/>\n<meta property=\"article:published_time\" content=\"2023-10-17T18:01:42+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-17T19:44:44+00:00\" \/>\n<meta name=\"author\" content=\"George Bylin\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"George Bylin\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"1 minute\" \/>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Smart Rules: Update Products in Sales Receipts Based on Metadata","description":"Learn to automate product updates in sales receipts using metadata with Synder's smart rules. 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Enhance your sales process for improved efficiency.","og_url":"https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/","og_site_name":"Synder","article_published_time":"2023-10-17T18:01:42+00:00","article_modified_time":"2026-09-17T19:44:44+00:00","author":"George Bylin","twitter_card":"summary_large_image","twitter_misc":{"Written by":"George Bylin","Est. reading time":"1 minute"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/#article","isPartOf":{"@id":"https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/"},"author":{"name":"George Bylin","@id":"https:\/\/synder.com\/help\/#\/schema\/person\/bdbaa16742639e5b66d1597314150d70"},"headline":"Smart Rules: Update Products in Sales Receipts Based on Metadata","datePublished":"2023-10-17T18:01:42+00:00","dateModified":"2026-09-17T19:44:44+00:00","mainEntityOfPage":{"@id":"https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/"},"wordCount":116,"commentCount":0,"articleSection":["Transaction Recording: Per Transaction (PT)","Video Tutorials","Smart Rules","Smart Rules Automation PT"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/","url":"https:\/\/synder.com\/help\/smart-rules-update-products-in-sales-receipts-based-on-metadata\/","name":"Smart Rules: Update Products in Sales Receipts Based on Metadata","isPartOf":{"@id":"https:\/\/synder.com\/help\/#website"},"datePublished":"2023-10-17T18:01:42+00:00","dateModified":"2026-09-17T19:44:44+00:00","author":{"@id":"https:\/\/synder.com\/help\/#\/schema\/person\/bdbaa16742639e5b66d1597314150d70"},"description":"Learn to automate product updates in sales receipts using metadata with Synder's smart rules. 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