Shopify + Xero

Add credit notes to Xero invoices from Shopify updates

Handling refunds and ensuring accurate accounting can be complex. This Zap simplifies the process by automatically allocating credit notes to invoices in Xero whenever a new refund is processed in Shopify. It finds the corresponding invoice in Xero and allocates the appropriate credit note, ensuring your financial records are accurate and up-to-date, saving you time and reducing manual errors.

Handling refunds and ensuring accurate accounting can be complex. This Zap simplifies the process by automatically allocating credit notes to invoices in Xero whenever a new refund is processed in Shopify. It finds the corresponding invoice in Xero and allocates the appropriate credit note, ensuring your financial records are accurate and up-to-date, saving you time and reducing manual errors.

  1. When this happens...
    ShopifyShopify
    New Refund

    Triggers when a refund or partial refund occurs.

    TriggerInstant
  2. automatically do this...
    XeroXero
    Find Invoice

    Triggers when you add a new invoice.

    ActionSearch
  3. then do this!
    XeroXero
    Allocate Credit Note to Invoice

    Allocates a credit note to an invoice.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Shopify triggers, actions, and search

    New Blog

    Triggers when a new blog is added to your Shopify store.

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Customer

    Triggers when a new customer is added to your Shopify account.

    Trigger
    Scheduled
    Try It
    • Risk Level

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Cancelled Order

    Triggers whenever an order is cancelled (with line item support).

    Trigger
    Instant
    Try It
    • BlogRequired

    • Blog Entry Status

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    Customer Account Enabled

    Triggers when a customer account is enabled.

    Trigger
    Instant
    Try It
    • Abandoned Cart Age (Hours)Required

    Trigger
    Scheduled
    Try It
  • Shopify triggers, actions, and search

    New Draft Order

    Triggers when a new draft order is created

    Trigger
    Instant
    Try It
shopify logo
shopify logo

About Shopify

Shopify is a simple way to create an online store to list products, collect credit card payments, and ship your goods.
Learn moreHelp

Related categories

  • eCommerce
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
Learn moreHelp

Related categories

  • Accounting

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