Description
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.
When to Use Xero
Xero is only available on plans that are on Managed WooCommerce.
Details & Setup
Support & Requirements
Support Scope:
We will install, activate, and configure settings based on the generated PDF worksheet.
Requirements for Setup:
The Functionality Form must be completed, and the PDF added to the project.
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)
Not seeing the WooCommerce Extensions?
- Website Specialists - please follow these steps
- Builders - please open a TC for further assistance
Functionality Path:
WooCommerce>Store Management>Order Enhancement and Reporting>Xero Integration
Configuration
Reference the link(s) below for how to setup Xero:
Supported Plan(s):
Functionality:
Availability:
Related Features:
Supported Feature requests require a PDF Worksheet be generated using the Functionality Form, and the PDF Worksheet must be added to the project.