Hi All,
Just to show I practice what I preach. On my website, I offer a copy of my book for free where you just pay the postage and packaging.
So using the Keap / Infusionsoft order form I take the order. Then Stripe is integrated to collect the card payment. So all good.
And then Stripe pushes the £4.95 payment (less the Stripe commission) into my bank account, and then finally I see it in my Xero account as payment received in the bank account.
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All good. But then what was becoming a recurring and time-consuming hassle (always a good indicator that something needs automation) was to reconcile this in Xero from an accounting point of view and on the occasions where the customer wanted an invoice to create and send out the invoice. It was becoming a ballache.
So this morning I decided to take a few minutes and solve this issue once and for all. So I hooked up my Zapier account to my Keap / Infusionsoft eCommerce module. So now every time an invoice is generated in Keap / Infusionsoft it pushes the data into Zapier. In turn, Zapier runs a Zap with two Tasks set – first it creates a new contact in Xero (if required) and secondly it creates a draft invoice in my Xero. So then from an accounting point of view, I simply have to reconcile the payment received with the pre-prepared invoice.
So spending a little time now to set up the automation will save me hassles when it comes to the Xero accounting reconciliation – or if a customer requests a copy of the invoice.
