Hi All,
I’m trying to create a zap that creates Xero invoice whenever a new order in WooCommerce is created. However, I don’t see any way to add shipping line in “Customize Sales Invoice” in Xero. This is important to us since we want customer to pay the invoice via Xero (including the shipping fee).
Is there any way we can do this? Or is this a limitation with Xero integration?
Appreciate your help! Thanks!
Best answer by njgage
Hi,
There is an action for adding line items to an invoice - as long as that happens before you add a payment to the invoice then Xero will let you add a new line (which it will if you do it directly after creating the invoice).
The new line needs to reference the shipping_total from Woocommerce order data, you can then code it to your shipping/postage account in Xero and use the Invoice reference from the previous step to apply it to the recently created invoice.
I also add a step to create a bill for the processing fee (Stripe in my case).
Here are my steps:
Cheers,
Nick
FYI I can see the shipping_lines data in WooCommerce’s order but there’s no setting to apply this to Xero invoice:
+8Hi there
Please give it a shot and let us know if it worked!
Hi
I’m familiar with splitting Woocommerce data into line items but how do you propose this is a workaround for dealing with the shipping lines issue? Shipping data does not come through in the order lines array so it won’t split out as a line item.
As
Thanks,
Nick
+7Hi
What kind of data do you get from the Woocommerce trigger? is there any other field that contains the data with shipping lines? How does this look (screenshot)?
I am sure we should be able to retrieve this somehow as long as we have the data in a field somewhere.
~Bjorn
Hi
The data is definitely there - looks like this:
I just haven’t had a chance to work out if I can append this to the order lines array for the Xero loop.
Cheers,
Nick
+7I understand
Hi All,
Did anyone find a way to solve this?
I need to add my shipping charges to the invoice.
Thanks so much
Margot
Hi,
There is an action for adding line items to an invoice - as long as that happens before you add a payment to the invoice then Xero will let you add a new line (which it will if you do it directly after creating the invoice).
The new line needs to reference the shipping_total from Woocommerce order data, you can then code it to your shipping/postage account in Xero and use the Invoice reference from the previous step to apply it to the recently created invoice.
I also add a step to create a bill for the processing fee (Stripe in my case).
Here are my steps:
Cheers,
Nick
+8Hi All,
An update on this functionality: we've worked with the WooCommerce team to identify where meta data was provided in somewhat cumbersome line item fields. They've recently written in to let us know that they re-engineered this data model, so now meta data is also provided as individual fields in trigger and search steps, and is available to be created in action steps.
They have extensive documentation on using this new meta data model: https://om4.io/woocommerce-zapier-documentation/usage/#meta-data-custom-fields.
Hoping you are able to test this out soon!
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