How to Generate Invoice for WooCommerce Orders Using Pabbly Connect

Learn how to automate invoice generation for WooCommerce orders using Pabbly Connect. Follow our detailed tutorial to streamline your invoicing process effectively. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Generation

To generate invoices for WooCommerce orders, first, access Pabbly Connect. This platform enables seamless integration between WooCommerce and your invoicing system. Start by visiting the Pabbly Connect website and either sign in or create a new account if you don’t have one.

Once logged in, you will be directed to the dashboard. Here, you can create a new workflow for automating invoice generation. Follow the steps to set up your trigger and action applications, ensuring you select WooCommerce as your trigger application.

2. Creating a Workflow in Pabbly Connect

In this section, you will create a workflow that triggers when a new order is placed in WooCommerce. This process utilizes Pabbly Connect to automate the generation of invoices. Click on the ‘Create Workflow’ button on your dashboard and name your workflow accordingly.

• Select the folder where you want to save your workflow.
• Choose WooCommerce as the trigger application.
• Set the trigger event to ‘New Order Created’.

After selecting these options, click ‘Create’ to proceed. This will set up the initial trigger for your automation, allowing Pabbly Connect to listen for new orders in your WooCommerce store.

3. Connecting WooCommerce to Pabbly Connect

To connect WooCommerce with Pabbly Connect, you will need to set up a webhook. This webhook acts as a bridge to send order details from WooCommerce to Pabbly Connect. Go to your WooCommerce settings, navigate to the ‘Advanced’ tab, and select ‘Webhooks’.

Click on ‘Add Webhook’ and fill in the necessary details:

• Name: Invoices
• Status: Active
• Topic: Order Created

Finally, paste the webhook URL provided by Pabbly Connect into the delivery URL field and click ‘Save Webhook’. This completes the connection setup between WooCommerce and Pabbly Connect.

4. Generating Invoices Automatically

Now that you have connected WooCommerce to Pabbly Connect, the next step is to set up the action application to generate invoices. Select ‘Reference’ as your action application and choose the action event as ‘Create Invoice’.

To connect Reference with Pabbly Connect, you will need the App ID and App Secret provided by your Reference team. After entering these details, click on ‘Save’. You will also need to provide the necessary invoice details, which can be mapped from the WooCommerce order data.

Map customer details such as name, email, and phone number. Include order details like item name, quantity, and total amount. Set the currency to Indian Rupees (INR).

After filling in these details, click on ‘Save and Send Test’. This action will create a new invoice in Reference based on the order details received from WooCommerce.

5. Testing the Integration with New Orders

After setting up the workflow in Pabbly Connect, it’s crucial to test the integration. Create a new order in your WooCommerce store to see if the invoice is generated automatically. Fill in all the required customer details during checkout.

Once the order is placed, return to Pabbly Connect and check for a new response indicating that the invoice has been created. You should see the details of the newly generated invoice, confirming that the integration works as intended.

To ensure everything is functioning correctly, you can refresh the invoices section in Reference to view the newly created invoice. This confirms that the integration between WooCommerce and Reference via Pabbly Connect is successful.

Conclusion

In this tutorial, we demonstrated how to automate invoice generation for WooCommerce orders using Pabbly Connect. By following the steps outlined, you can streamline your invoicing process and ensure prompt delivery of invoices to your customers. This integration not only saves time but also enhances your business efficiency.