Teachable + Xero
Create bills in Xero for new Teachable transactions
Easily manage your finances within your Teachable sales transactions by creating bills in Xero with this seamless workflow. Whenever a new transaction takes place within Teachable, a corresponding bill will be generated in the Xero app. This automation not only saves time but also ensures accurate bookkeeping, simplifying your financial management process.
Easily manage your finances within your Teachable sales transactions by creating bills in Xero with this seamless workflow. Whenever a new transaction takes place within Teachable, a corresponding bill will be generated in the Xero app. This automation not only saves time but also ensures accurate bookkeeping, simplifying your financial management process.
- When this happens...New Transaction
Triggers when a student is successfully charged and makes a payment for a sale (including one-time, subscription, or payment plan purchases).
For a subscription or a payment plan, there is a new transaction created for every single payment.
- automatically do this!Create Bill
Creates a new bill (Accounts Payable).
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Abandoned Cart
Triggers when a user does not complete an order during checkout
Try ItAdmission Disabled
Triggers when an admission in Coaching is disabled.
Try ItEmail Lead Created
Triggers when a user has confirmed their email for lead capture.
Try ItCourse Completed
Triggers when a user completes 100% of a course.
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New Admission
Triggers when a new admission record is created.
Try ItNew Comment
Triggers when a user leaves a comment in your school.
Try ItNew Enrollment
Triggers when a user enrolls in a course. (Note: User's will need to confirm enrollment before the trigger fires if you manually add them to a course).
Try ItLecture Completed
Triggers whenever a user completes a lecture on your school.
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