1.Detect new paid order
Integrate WooCommerce and ecommerce order data to capture the paid order and pass billing, totals, and shipping lines.
Create sales invoice and post payment to accounting
Automatically monitor order paid events across WooCommerce and accounting tools. Create and update invoices in Xero and record payments in real time—so you can reconcile faster, reduce manual posting, and keep cashflow records accurate without manual bookkeeping.
How this automation authorizes invoices and posts payments
When an order paid event arrives, delayed posting can slow reconciliation and risk missed cash application. This automation creates authorized sales invoices and records payments in Xero—so your team can match receipts to invoices without manual bookkeeping.
WooCommerceor swap with your favorite app
2.Find or create contact
Integrate Xero and CRM data to match billing email to contacts and create a new contact when needed.
Xeroor swap with your favorite app
3.Create sales invoice
Integrate Xero and invoice tools to map order details to invoice lines and mark the invoice as authorised in GBP.
4.Add invoice shipping line
Integrate Xero and tax configuration tools to append shipping lines with the correct account code and tax code.
5.Record payment
Integrate Xero and payments tools to apply the payment to the created invoice and post to receipts.
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