<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>

<p><span style="font-weight: 400">The official Zapier integration for WooCommerce. It syncs orders, products, customers, coupons, subscriptions, memberships, and bookings with 9,000+ other apps in both directions. To build a new automation, type what you want in plain English and Zapier sets it up for you. Drop AI steps into any workflow that has to handle order notes, support messages, or anything else where the input isn’t predictable. Or skip the dashboard entirely and run store tasks from Claude or ChatGPT through the Zapier MCP.</span></p>
<h2>Powerful Automation Features for WooCommerce</h2>
<h3>Deterministic Zaps plus AI steps</h3>
<p><span style="font-weight: 400">For predictable jobs like sending paid orders to Xero or syncing stock from your ERP, a Zap with mapped fields is exactly what you want. For the parts that aren’t predictable, like a customer’s order note asking for gift wrap or “leave on porch”, drop an AI step inside the same Zap. The accounting stays exact. The AI handles only what AI is good at.</span></p>
<h3>Build automations by typing what you want</h3>
<p><span style="font-weight: 400">Tell Zapier “when I get a paid WooCommerce order, create an invoice in Xero and add the customer to Mailchimp.” It sets up the Zap for you. Work that used to take an hour of clicking through field mappings now takes a minute of typing.</span></p>
<h3>Manage your store from Claude or ChatGPT</h3>
<p>Connect Zapier’s MCP to whichever AI chat tool you already use, then run store tasks in conversation. “Mark yesterday’s orders as completed.” “Add tracking 1Z999AA1 to order #4521 and email the customer.” One MCP connection covers every WooCommerce action you’ve enabled, so you don’t have to configure a separate MCP for each tool.</p>
<h3>Two-way sync across your whole store</h3>
<p><span style="font-weight: 400">Orders, products and variations, customers, coupons, subscriptions, membership plans, user memberships, and bookings all flow in both directions between WooCommerce and 9,000+ apps. That includes the ones you’d expect (Xero, QuickBooks, Mailchimp, HubSpot, Slack, Google Sheets) plus a long tail of the ones you probably haven’t heard of until the day you need them.</span></p>
<h3>Real time, not scheduled</h3>
<p><span style="font-weight: 400">Zaps fire the instant something happens in your store. A paid order becomes an invoice in Xero; a subscription cancels and your CRM gets the news. The work happens even when your laptop’s closed.</span></p>
<h3>Set it up once, forget it forever</h3>
<p>Most merchants spend the first month building automations and the next five years just watching them run. Pick a trigger, map the fields once, and the job keeps doing itself.</p>
<h2>What you can build</h2>
<h4>Smart order processing</h4>
<p>Paid WooCommerce orders go straight to Xero, QuickBooks, or FreshBooks as invoices. An AI step inside the same Zap can read the customer’s note (“leave on porch”, “gift wrap, no receipt”, “delay until Monday”) and route the order differently from there.</p>
<h4>Natural-language store management</h4>
<p>With Zapier MCP connected to Claude or ChatGPT:</p>
<ul>
<li>“Mark yesterday’s orders as completed.”</li>
<li>“Add tracking number 1Z999AA1 to order #4521 and email the customer.”</li>
<li>“What’s my best-selling product this month?”</li>
</ul>
<p>You decide which actions can run freely and which need your approval first. Useful for merchants who rarely log in to WooCommerce and just want to mark orders shipped from their phone.</p>
<h4>CRM and email marketing</h4>
<p>Sync new customers and order data to HubSpot, Mailchimp, Campaign Monitor, ActiveCampaign, Zoho CRM, PipeDrive, or any of 50+ other systems. Use an AI step in between if you want to enrich the customer record or assign them to a segment before the data lands.</p>
<h4>Inventory sync</h4>
<p>Keep WooCommerce stock levels in lockstep with Xero, QuickBooks, your warehouse system, or a spreadsheet. No more “I ordered it but it turns out you’re out of stock for two months” emails to angry customers.</p>
<h4>Notifications</h4>
<p>SMS, email, Slack, or Microsoft Teams alerts when an order status changes, stock drops below a threshold, or a subscription renews. Filter so only the people who need to act get pinged.</p>
<h4>Help desk</h4>
<p>Auto-create tickets in Zendesk, Help Scout, or Freshdesk when a refund or dispute status fires. An AI step can summarise the issue before the ticket opens, so your support team gets context rather than just an order ID.</p>
<h4>File management and reporting</h4>
<p>Push order data into Google Sheets, Dropbox, or Google Drive. Generate monthly reports automatically on the first of the month. This is the kind of task that feels “not worth automating” until you realise it then runs forever for free.</p>
<h2>The Latest Zapier Capabilities</h2>
<ul>
<li><strong>AI-Powered Zap Creation</strong><br />
Create Zaps with plain English prompts (e.g., “Sync WooCommerce orders to Google Sheets”) for instant automation.</li>
<li><strong>Zapier MCP</strong><br />
The fastest way to let your AI assistant(s) interact with WooCommerce and thousands of other apps.</li>
<li><strong>Zapier AI Actions</strong><br />
Enable AI platforms to perform 30,000+ actions (e.g., send Slack messages, update HubSpot) using natural language.</li>
<li><strong>Zapier Agents</strong><br />
Build AI agents to automate tasks like lead enrichment or customer support across 9,000+ apps.</li>
<li><strong>AI Chatbots</strong><br />
Create custom chatbots in Zapier Interfaces to answer queries and automate tasks like CRM updates.</li>
<li><strong>Zapier Canvas with AI</strong><br />
Map processes visually, with AI suggesting optimizations and converting diagrams into Zaps.</li>
<li><strong>AI-Driven Formatter</strong><br />
Auto-formats data in Zaps (e.g., reformat WooCommerce orders for Google Sheets) with AI suggestions.</li>
</ul>
<h3>Ready to Supercharge Your WooCommerce Store?</h3>
<p>Join thousands automating with Google Sheets, HubSpot, MailChimp, and more. Try Zapier Integration risk-free with our 30-day money-back guarantee.</p>
<h3>Screenshots</h3>
<h4 style="text-align: center">Available Triggers</h4>
<p><img class="alignnone wp-image-18734003120224 size-full" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-triggers.png" alt="Available WooCommerce Zapier Triggers" width="3450" height="1580" /></p>
<h4 style="text-align: center">Order Trigger Events</h4>
<p><img class="alignnone wp-image-18734003120223 size-full" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-order-trigger-rules.png" alt="WooCommerce Zapier Order Trigger Events" width="3452" height="1970" /></p>
<h4 style="text-align: center">Example Zap: New Subscribers Get a Unique Coupon Code Automatically</h4>
<p><img class="aligncenter size-full wp-image-18734002155881" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-new-subscriber-coupon-2023.png" alt="Example Zap: New Subscribers Get a Unique Coupon Code Automatically" width="980" height="709" /></p>
<h4 style="text-align: center">Easy Zap Management</h4>
<p><img class="size-full wp-image-18734002155884 aligncenter" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-easy-zap-management-2023.png" alt="Easy Zap Management" width="980" height="408" /></p>
<h4 style="text-align: center">Zapier Task History in Your WooCommerce Dashboard</h4>
<p><img class="alignnone wp-image-18734003120225 size-full" src="https://woocommerce.com/wp-content/uploads/2013/09/woocommerce-zapier-task-history-wordpress.png" alt="WooCommerce Zapier Task History Screen" width="2520" height="1864" /></p>

Zapier Integration

<p>WooCommerce connected to 9,000+ apps, with AI steps inside your workflows and plain-English store management through Claude or ChatGPT. No code required.</p>

Invoice Sync for Xero vs Zapier Integration