Automatic invoice generation
Collect order details and client information through a form and automatically create Xero invoices with the correct line items and amounts.
PAYMENTS
Youform meets
Xero.
Create Xero invoices and contacts from Youform submissions. Use Youform as the starting point for a workflow in Zapier, then map your answers to an available Xero action.
See how to connectLET’S PUT IT TOGETHER
From an answer
to a next step.
Set up your connection once, then let it become part of the way you work.
Explore Youform on ZapierMake a form for the information you need
Start from a Youform template or build your own. Include the fields your next step needs, such as a name, email address, or project brief.
Choose your connection in Zapier
Connect Youform as your trigger and choose Xero as the next app. Select an action supported by the connector and your account.
Map your answers and test the workflow
Match your form fields to the action fields. Check a test result in Xero, then activate the workflow when it behaves as expected.
GOOD THINGS YOU COULD SET IN MOTION
A few ideas
to get you started.
Choose an action available in your automation tool, then use these ideas to shape your workflow.
New contact creation
When a new client fills out your onboarding form, create a contact record in Xero with their billing address, email, and tax information pre-populated.
Expense claim submissions
Let employees submit expense claims through a form and have them automatically logged in Xero for approval and reimbursement processing.
Quote and estimate requests
Capture project requirements and client details through a form and create draft quotes in Xero that you can review and send to the client.
Is this a native Youform integration?
This connection uses Zapier between Youform and Xero. You configure the action and field mapping in Zapier.
Which actions can I use?
Choose from the actions currently available for Xero in Zapier. Your connected account and the fields required by that action determine what you can send.
How can I prepare an invoice from form answers?
Find or create the appropriate contact, then map the supported invoice fields, line items, quantities, amounts, and tax settings. Check currency support in the Xero account and decide whether to keep the invoice as a draft.
How can I avoid duplicate contacts?
Use an available contact search before creating a new record and pass the matching contact identifier to later steps. Decide how your workflow should handle an ambiguous or missing match.
Which plan do I need?
Youform offers unlimited forms and responses on its free plan, within fair usage guidelines. Check the current plans for your chosen features. Any connected app or automation service has its own pricing and usage limits.
