Create Xero invoices for new Shopify paid orders

First, we need to connect Shopify and Xero to Zapier.

• 

  Create Zapier account.

  Create Zapier account if you don't have one.

• 

  Connect Shopify to Zapier.

  Give Zapier access to your Shopify account, using Shopify credentials.

• 

  Connect Xero to Zapier.

  Give Zapier access to your Xero account, using Xero credentials.

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

• 

  Set up a Trigger action for Shopify

  Choose the following trigger: New Paid Order (Triggers whenever a new purchase is "paid". You can choose a different order status like pending or refunded (with line item support).).

• 

  Then set up an Action for Xero

  Choose this action: Create Sales Invoice (Creates a new sales invoice (Accounts Receivable).).

• Then set up another Action for Shopify

  Choose this action: New Paid Order (Triggers when an order is paid (with line item support).).

Finally, we need to test this automation and publish it.

• 

  Customize data flow

  Configure the data that is exchanged between Shopify and Xero.

• 

  Test the workflow and turn it on for production use

  Test your scenario and publish to production. Now you have an automatic workflow, that will Create Xero invoices for new Shopify paid orders!