How to Use Pabbly Connect for Invoice Automation with Xero

Learn how to automate invoice creation in Xero using Pabbly Connect with Shopify, WooCommerce, Google Sheets, and Stripe. Step-by-step guide included. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Automation

To begin using Pabbly Connect for invoice automation with Xero, you first need to access the Pabbly Connect platform. Simply search for ‘Pabbly Connect’ in your browser, which will lead you to the Pabbly Connect landing page.

On this page, you have two options: sign in or sign up for free. If you are new to Pabbly Connect, click on the ‘Sign Up for Free’ button, which takes just two minutes and grants you 100 free tasks every month.

2. Creating Workflows in Pabbly Connect

After logging into Pabbly Connect, you will see the dashboard. To create a new workflow, click on the ‘Create Workflow’ button. This is where you will set up your automations for generating invoices in Xero.

• Click on ‘Create Workflow’
• Name your workflow for easy identification
• Set up the trigger and action applications

Once you have created your workflow, you can proceed to set up the connections between Shopify, WooCommerce, Google Sheets, Stripe, and Xero. Each connection will automate the invoice generation process based on specific triggers.

3. Automating Invoices from Shopify Using Pabbly Connect

To automate invoice creation from Shopify, you will use Pabbly Connect to link Shopify and Xero. The trigger event will be ‘New Order’ from Shopify, which means that every time a new order is placed, it will trigger the workflow.

In the action application, select Xero and set the action event to ‘Create Invoice.’ You will then map the order details from Shopify to the invoice fields in Xero. This mapping ensures that all relevant order information is included in the invoice.

4. Automating Invoices from Google Sheets Using Pabbly Connect

For automating invoices from Google Sheets, start by connecting your Google Sheets account in Pabbly Connect. Set the trigger event to ‘New or Updated Spreadsheet Row.’ This means every time a new row is added for an order, it will trigger the workflow to create an invoice.

• Select the specific Google Sheet containing your order data
• Map the order details from Google Sheets to the invoice fields in Xero

After mapping the details, click on the ‘Send Test Request’ button to generate an invoice in Xero automatically. This automation streamlines the process of invoice generation based on your order data maintained in Google Sheets.

5. Automating Invoices from WooCommerce Using Pabbly Connect

For WooCommerce, set up a similar workflow using Pabbly Connect. The trigger application will be WooCommerce, with the trigger event set to ‘New Order Created.’ This setup ensures that every new order from your WooCommerce store triggers an invoice creation in Xero.

In the action application, select Xero and choose the ‘Create Invoice’ action event. Map the order details from WooCommerce to the invoice fields in Xero, ensuring all necessary information is included for accurate invoicing.

6. Automating Invoices from Stripe Using Pabbly Connect

Finally, to automate invoice generation from Stripe payments, use Pabbly Connect to set the trigger application to Stripe with the event ‘Checkout Completed.’ This means whenever a payment is completed, it will trigger the invoice creation.

Before creating the invoice in Xero, you will need to format the payment amount using the ‘Number Format by Pabbly’ tool to convert the smallest currency unit to the required format. After formatting, map all payment details to the invoice fields in Xero and send the test request to generate the invoice.

Conclusion

In this tutorial, we explored how to use Pabbly Connect for invoice automation with Xero. By integrating Shopify, WooCommerce, Google Sheets, and Stripe, you can streamline the invoice generation process, saving time and effort in your business operations.