Your orders, in Xero as sales invoices.
Each order becomes a sales invoice in Xero when it ships or when it is paid, as you choose. A new customer is added to your Xero contacts on the way.
Your sales in Xero, without retyping a single order.
Without a link between the warehouse and Xero, every order has to be keyed into the books by hand: someone exports the day's orders, finds or creates each customer as a contact, and types in a sales invoice for each one. It eats into the day, it is easy to skip an order or enter the wrong total, and the books are only as current as the last time someone found an hour to catch up.
With Pulsa connected, each order becomes a sales invoice in Xero when it ships or when it is recorded as paid, whichever you choose. Every day Pulsa sends that day's orders. The customer is found among your Xero contacts by email, or added if they are new. The invoice carries the order total on your chosen sales account, with the invoice number and reference taken from the order fields you pick.
Xero stays your accounting system, and your accountant keeps working in it as before. You decide whether invoices arrive as drafts, submitted for approval, or already authorised. The integration is built for UK businesses invoicing in pounds sterling, and you can send a few orders by hand first and check them in Xero before the daily send takes over.
Books that keep up with the warehouse
From a shipped order to a sales invoice in Xero
- 01The order ships or is paidYou choose which of the two makes an order ready for Xero.
- 02The daily send runsEvery day Pulsa takes the orders shipped or paid that day.
- 03The contact is foundThe customer is looked up in Xero by email, or added under the company or the person's name.
- 04The invoice is createdOne sales invoice per order, with the order total on your chosen sales account.
- 05Your accountant takes overThe invoice waits in Xero as a draft, submitted or authorised, as you set it.
What moves between Xero and your warehouse
Setting up Xero with Pulsa
- 01Sign in to Xero
Connect your Xero organisation on Xero's own sign-in page. Your Xero password is never typed into Pulsa.
- 02Choose the trigger
Invoice when the order ships, or when it is paid.
- 03Set the invoice details
The sales account, the VAT rate (prices including VAT, or no VAT), the invoice status (draft, submitted or authorised), and the order fields that make the invoice number and reference.
- 04First invoices checked
Send a few orders by hand and check them in Xero.
- A Xero organisation, and a user who may connect apps
- The sales account the invoices go to
We set it up with you during onboarding, and every connection starts switched off until it has been tested.
Questions about Xero
What does the Xero integration do?
It turns each order into a sales invoice in Xero, when the order ships or when it is paid. The customer is found among your contacts by email or added, and the invoice carries the order total on the sales account you choose.
Does each product appear on the invoice?
No. Each invoice carries the order total on one line, on the sales account you choose. Stock and products are managed in Pulsa.
How often are orders sent?
Every day, for the orders shipped or paid that day. Your team can also list orders for any date range and send the ones they pick by hand.
Can invoices go to Xero as drafts?
Yes. Choose draft, submitted or authorised.
Which countries and currencies does it cover?
It is built for UK businesses, and invoices are created in pounds sterling (GBP), with prices including VAT at your rate or with no VAT.
Do I need a developer to set it up?
No. You sign in to Xero from Pulsa, choose the trigger, the sales account and the invoice details, and check a few invoices sent by hand.