WooCommerce-Xero

Xero

By: WooCommerce
Added: February 2, 2022
Requirements:

Worksheet must be completed. This plugin requires a Xero account

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Performance:
May cause some slowness, but within reasonable limits.

Description

Xero for WooCommerce gives you the ability to set up automatic creation of invoices in Xero for ecommerce sales. After the module is installed and configured, each order placed in your WooCommerce store is 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 to keep everything in balance.

Open a Xero account today, and get started!


When to Use Xero

Use WooCommerce Xero if a customer has a Xero account (or they can create an account) and they would like to integrate WooCommerce with their Xero account to manage product, shipping, discount, and tax data.

Xero is only available on plans that are on Managed WooCommerce.

Details & Setup

Support & Requirements

Support Scope:

We will install, activate and configure settings.


Requirements for Setup:

Worksheet must be completed. This plugin requires a Xero account



Functionality Path:

WooCommerce>Store Management>Order Enhancement and Reporting>Xero Integration

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
Configuration

Configure according to the provided worksheet. Reference the links below for how to setup the plugin.

Supported Plan(s):


Functionality:


Availability:


Supported Feature requests require a PDF Worksheet be generated using the Functionality Form, and the PDF Worksheet must be added to the project.

Functionality Path:

WooCommerce>Store Management>Order Enhancement and Reporting>Xero Integration

Related Features: