<p>Every time a customer places an order in your WooCommerce store, someone has to get it into Xero. If that someone is you — copying line items, looking up contacts, checking tax amounts — <strong>Invoice Sync for Xero</strong> gives that time back.</p>
<p>The plugin connects your store directly to Xero over a secure OAuth2 connection. Orders become invoices automatically, with the contact matched by email, tax amounts passed from WooCommerce, complete line items, and the original order date used as the invoice date.</p>
<h2>What gets synced to Xero</h2>
<p>Every invoice created by the plugin includes:</p>
<ul>
<li><strong>Customer contact</strong> — matched by email address to an existing Xero contact, or created automatically. No duplicate contacts.</li>
<li><strong>Product line items</strong> — every item in the order, with quantities, unit prices, and your configured account code</li>
<li><strong>Shipping</strong> — as its own line item, with a separate tax type if needed</li>
<li><strong>Fees</strong> — payment surcharges, handling fees, and any other WooCommerce fee items</li>
<li><strong>Tax amounts</strong> — passed from WooCommerce to Xero to keep invoice totals aligned with the order.</li>
<li><strong>Invoice date</strong> — set to the original WooCommerce order date, not today’s date</li>
<li><strong>Currency</strong> — the WooCommerce order currency is passed to Xero, supporting multi-currency organisations</li>
<li><strong>Payment record</strong> — optionally marks the Xero invoice as paid when the WooCommerce order is paid, against a bank or clearing account of your choice</li>
</ul>
<h2>Built for how real stores operate</h2>
<ul>
<li><strong>Automatic sync</strong> — invoices are created when orders reach Processing or Completed status. No action needed.</li>
<li><strong>Immediate sync</strong> — optionally create invoices the moment an order is placed, before payment is confirmed. Useful for BACS, bank transfer, and offline payment methods.</li>
<li><strong>Manual send</strong> — push any order to Xero at any time using the Order Actions dropdown on the order edit screen. Works even with automatic sync disabled, and is perfect for backfilling older orders.</li>
<li><strong>Failed sync safety</strong> — if a sync fails for any reason, the error is recorded as an order note. The customer’s checkout is never interrupted.</li>
<li><strong>Contact updates</strong> — keep customer phone numbers and addresses in Xero current automatically on each order, or disable this to preserve manually managed contact data.</li>
</ul>
<h2>Tax that actually matches</h2>
<p>Getting tax right between WooCommerce and Xero is notoriously difficult with other plugins. Invoice Sync takes a different approach: it reads the tax amounts WooCommerce calculated for each line item and passes those figures directly to Xero. This is designed to keep totals aligned and reduce “Includes adjustments to tax” warnings when WooCommerce tax settings are configured correctly.</p>
<p>The Xero tax type you configure (e.g. GST on Income, Tax on Sales) tells Xero how to categorise the tax for your P&L and tax return — it does not affect the invoice total.</p>
<h2>Getting started</h2>
<p>Setup takes around 10 minutes:</p>
<ol>
<li>Create a free OAuth2 app at <a href="https://developer.xero.com/app/manage">developer.xero.com</a> to get your Client ID and Client Secret.</li>
<li>Go to <strong>WooCommerce → Settings → Xero Invoice Sync</strong>, enter your credentials, and click <strong>Connect to Xero</strong>.</li>
<li>On the <strong>Mapping</strong> tab, select your Sales Account Code and Tax Type.</li>
<li>Save. Done.</li>
</ol>
<p>For a full step-by-step walkthrough with screenshots — including how to create your Xero app, a tax type reference table by region, and guidance on WooCommerce tax configuration — see the <a href="https://woocommerce.com/?post_type=documentation&p=18734006569312">complete documentation</a>.</p>
<h2>Compatible with</h2>
<ul>
<li>WooCommerce 6.0 and later</li>
<li>WooCommerce Subscriptions — each renewal order syncs automatically</li>
<li>WooCommerce High Performance Order Storage (HPOS)</li>
<li>Multi-currency Xero organisations</li>
<li>All Xero regions (AU, NZ, UK, US, and others)</li>
</ul>
<h2>Requirements</h2>
<ul>
<li>An active Xero subscription — or a <a href="https://developer.xero.com">free Xero developer account</a> with a demo company for testing</li>
<li>Your WordPress site is accessible over HTTPS</li>
<li>WooCommerce tax rates configured (required for correct tax amounts to flow to Xero)</li>
</ul>

Invoice Sync for Xero

<div>
<div>Stop entering WooCommerce orders into Xero by hand. Invoice Sync creates accurate Xero invoices automatically — correct tax, contacts, and payments every time.</div>
</div>

<h2 id="h-top-3-features">Key Features</h2>
<ul class="wccom-tick-list-primary">
<li>Generate unique and consecutive order numbers</li>
<li>Reset order numbers automatically</li>
<li>Separate order sequence for free orders</li>
<li>Custom increment for order numbers</li>
<li>Keep the existing order numbers</li>
</ul>
<h2>Advanced Order Numbering for WooCommerce</h2>
<p><b>Personalised Order Numbers for WooCommerce</b><br />
Easily customize your WooCommerce order numbers in any format you choose. With this plugin, you can set custom prefixes, suffixes, dynamic placeholders (like date or year), define custom increments, reset numbering periodically, and even assign separate sequences for free orders — all while keeping full control over your store’s order tracking.</p>
<figure id="attachment_18734005496400" aria-describedby="caption-attachment-18734005496400" style="width: 980px" class="wp-caption alignnone"><img class="size-full wp-image-18734005496400" src="https://woocommerce.com/wp-content/uploads/2025/07/Oder-Number.png" alt="" width="980" height="438" /><figcaption id="caption-attachment-18734005496400" class="wp-caption-text">Order numbers after using Personalised Order Number Plugin</figcaption></figure>
<p><b>Plugin Settings</b><br />
This intuitive settings panel lets you define your custom order number format with ease. You can set prefixes, suffixes, dynamic tags (like {YEAR}, {DATE}), choose the starting number, increment value, and even configure automatic resets. The interface is designed to be user-friendly, allowing store owners to personalize order numbers without writing a single line of code.</p>
<figure id="attachment_18734005501134" aria-describedby="caption-attachment-18734005501134" style="width: 980px" class="wp-caption aligncenter"><img class="size-full wp-image-18734005501134" src="https://woocommerce.com/wp-content/uploads/2025/07/personalised-order-numbers-plugin-settings.jpg" alt="" width="980" height="1484" /><figcaption id="caption-attachment-18734005501134" class="wp-caption-text">Customize order numbers with prefixes, suffixes, and dynamic tags — all in one simple panel.</figcaption></figure>
<h2 id="h-setup-and-installation">How to Get Started</h2>
<ol>
<li>Install the extension into your WooCommerce store by navigating to Dashboard > Plugins > Add New > Upload and Activate the plugin.</li>
<li>Now navigate to Dashboard > WooCommerce > Settings > Personalised Order Numbers Tab</li>
<li>You can now customise the order numbers like how you want using the different setting available in this tab and save changes. That’s it.</li>
</ol>

Personalised Order Numbers

<p>Easily create custom WooCommerce order numbers in any format you choose with the Personalised Order Numbers plugin.</p>

Invoice Sync for Xero vs Personalised Order Numbers