Functionality: Accounting / ERP Integrations, Bookkeeping & Accounting
The Xero for WooCommerce plugin gives you the ability to set up the automatic creation of invoices in Xero for e-commerce sales. Allows orders placed in your WooCommerce store to be securely sent to your Xero account to keep records up to date. All product, shipping, discount, and tax data is sent to Xero. When payments are made, they are applied to the appropriate invoice.
Customer must have or open a Xero account to use this plugin.
Xero is only available on plans that are on Managed WooCommerce.
This plugin requires a Xero account.
Installation:
Xero is part of Managed WooCommerce and is installed and activated from WooCommerce Extensions in the WordPress dashboard.
Dashboard > WooCommerce > Extensions > Xero (Install/Activate)
Configuration:
Reference the link(s) below for how to setup Xero:
If the plugin is covered by WDS Plan, please PAY ATTENTION to which WDS plan is this plugin included with.)
WDS Plan
The legacy Functionality Form/Worksheet process has been deprecated and is no longer required for scoping or documentation. Instead, the AI Companion – WDS Plugin Support Assistant should be used to generate detailed instructions and requirements for plugin usage.
The generated output can be exported as PDF or DOC files and attached to the relevant ticket or DCT, ensuring a more streamlined and standardized documentation workflow.
