Search the market place for the Simplify eCommerce app and install the app.
Step1: If this is the initial configuration, the wizard will bring you to the integration selection list you see below. If not, then you can get the integration list by clicking on the profile and going to integrations.
Step 2: Configure connection end-point
After the app is installed, you need to configure the app so that it connects to the proper end-point. This is example, we will connect to XERO, the cloud account software.
Click Connect to Xero and provide the login credentials to connect to your Xero account.
Select the proper Xero Organization to connect to your Shopify webstore.
Verify the account is switched to Active and configure a new connection to Shopify. You can also switch to another organization from this screen.
Select Shopify as your platform and then choose whether you want to integrate the Shopify Payout to create a bank transaction or a Shopify Order to create invoices in Xero.
If you want to create an invoice for each Shopify order, select Shopify Order as the Platform Document and then Xero Invoice for the Integration document. Leave all the other options blank.
After saving the connection information, click on the blue Config button on the right.
This is where you will set the proper chart of accounts mapping. Please note that these accounts need to line up with your chart of accounts according to your accounting practices. The accounts listed below are for demonstration purposes only.
NOTE:
Please ensure that you enable payments in Xero for the account you choose for Payments in the above screenshot. See below for the screen in Xero to enable payments.
After finishing these configuration steps, invoices will automatically be created from paid orders in Shopify.
This document will show the invoice creation and what it looks like: Invoice Creation
