Effortless Bookkeeping
Kajabi > Stripe > Xero
An automation using Make.com scenario's to create Invoices or Credit Notes in Xero
Easily Automate Invoice Creation into Xero
You have Sales from your Kajabi site (or sites) and your payment gateway is Stripe.
Kajabi isn't the easiest to get all the information you need into your bookkeeping system.
For me, I use Make.com to sync payment details via Stripe to create the Invoice/Sales Receipt directly into Xero.
LET ME GUESS...
You are selling in Kajabi, and you are MANUALLY adding your Sales Invoices into Xero (your bookkeeping software).
OR
You are just accepting each payment as a single line transaction from your Stripe bank account to your Sales Account.
how it Works
* this automation works best with Australian GST or those with the same simple options.
This automation solution is not recommended for USA Sales Tax (or similar).
Kylie Ross is not a tax expert so please check your requirements before purchasing.
Setup your automation FAST.
Use the Blueprint - don't reinvent the wheel
Feel confident knowing your sales are flowing from Kajabi into Xero
HERE'S WHAT'S INSIDE:
You're going to
love
these
BLUEPRINT (Template)
Download the Blueprints (aka Templates) from Make.com (a free account gets you started).
VIDEO TUTORIALS
Bite size video tutorials to walk you through just how to view and setup your blueprint.
CHECKLIST
Instructions provided in Video, Text and Images for all the detailed and visual learners.
Automation Pre-Requisites
Active paid accounts with Kajabi, Stripe and Xero.
Free or Paid active account with Make.
- 1 x active Kajabi Offer
- Receipts enabled for Stripe Customers
- Use of Products & Services feature in Xero
Automate Kajabi Stripe Sales into Xero
Take a deep breath. Move at your own pace, and always remember:
If you WANT to LEARN - You WILL!
> All the features explained in easy to follow tutorials
> Learn how to link your apps: Stripe, Make.com, Xero
> Tips for Testing the process
> Blueprints are made with Make.com
> A simple checklist for each step by step action
YOU. CAN. DO. THIS.
Tech can be frustrating and if you didn't grow up with it, getting a new app can be overwhelming.
But I know from personal experience, and 30+ years teaching all kinds of software corporates, small business and solopreneurs...
If you want to LEARN, you WILL! Simple
I've created this blueprint and mini course in bite size video tutorials especially so it's simple to follow each step to suit you.
FOR JUST $15, YOU COULD BE UP AND AUTOMATING IN LESS THAN 1 HOUR.
Start at the beginning and follow the easy steps.
And just who will be teaching you?
Me! I'm Kylie Ross
TECH TRANSLATOR, AUTOMATION EXPERT, MUM TO 1, RETIRED ACCOUNTANT, EFFICIENCY NUT, WORLD TRAVELLER + COFFEE LOVER
I've been a lover of Tech since my 1st Palm Pilot. Combined with my writing passion and a desire to help others navigate the often confusing world of software and digital processes, this site was born.
I retired from accounting and travelling with 30+ years of experience across multiple industries and countries on training others in tech tools and software applications.
I'll show you how to use the tech tools that will streamline your business processes and help you scale and grow your business.
