Teachable + Xero
Create sales invoices in Xero for new Teachable transactions
Effortlessly manage your financial records with this Teachable-Xero workflow. Whenever a new transaction occurs in Teachable, a sales invoice is created in Xero, streamlining your invoicing process and saving time on manual data entry. Keep your accounting organized and up-to-date with this efficient automation.
Effortlessly manage your financial records with this Teachable-Xero workflow. Whenever a new transaction occurs in Teachable, a sales invoice is created in Xero, streamlining your invoicing process and saving time on manual data entry. Keep your accounting organized and up-to-date with this efficient automation.
- When this happens...New Transaction
Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).
For a subscription or a payment plan, there is a new transaction created for every single payment.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Abandoned Cart
Triggers when a user does not complete an order during checkout
Try ItAdmission Disabled
Triggers when an admission in Coaching is disabled.
Try ItEmail Lead Created
Triggers when a user has confirmed their email for lead capture.
Try ItCourse Completed
Triggers when a user completes 100% of a course.
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New Admission
Triggers when a new admission record is created.
Try ItNew Comment
Triggers when a user leaves a comment in your school.
Try ItNew Enrollment
Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).
Try ItLecture Completed
Triggers whenever a user completes a lecture on your school.
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