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Square + Xero

Create and email sales invoices in Xero for new Square customers

Streamline your invoicing process and enhance your financial management by sending sales invoices via email in Xero whenever a new customer is added in Square. This efficient workflow ensures both you and your customers stay informed about transactions, while eliminating the need for manual data entry. Stay organized and save time with this seamless automation, catering to your accounting needs.

Streamline your invoicing process and enhance your financial management by sending sales invoices via email in Xero whenever a new customer is added in Square. This efficient workflow ensures both you and your customers stay informed about transactions, while eliminating the need for manual data entry. Stay organized and save time with this seamless automation, catering to your accounting needs.

  1. When this happens...
    SquareSquare
    New Customer

    Triggers when a new customer is created.

    TriggerPolling
  2. automatically do this!
    XeroXero
    Send Sales Invoice by Email

    Send Sales Invoice by Email

    ActionWrite
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Supported triggers and actions

    • LocationRequired

    • Order Status

    Trigger
    Polling
    Try It
    • Customer IDRequired

    • GroupRequired

    Action
    Write
    • LocationRequired

    • Team Member IDRequired

    • Customer IDRequired

    • Date and Time of AppointmentRequired

    • Appointment Service IDRequired

    • Note

    Action
    Write
square logo
square logo

About Square

Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.

Related categories

xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

Related categories