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CSG Forte Payments + Xero

Create new Xero invoices from Forte Payment sales

Manage your cash flow and update your balance sheets on-the-go without the tedium of clunky spreadsheets. This CSG Forte Payments-Xero Zap creates a Xero invoice when a new sale transaction is created with CSG Forte Payments.

Manage your cash flow and update your balance sheets on-the-go without the tedium of clunky spreadsheets. This CSG Forte Payments-Xero Zap creates a Xero invoice when a new sale transaction is created with CSG Forte Payments.

  1. When this happens...
    CSG Forte PaymentsCSG Forte Payments
    New Sale

    Triggers when a new sale transaction has been created.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

What does this mean?
  • CSG Forte Payments triggers, actions, and search

    New Credit

    Triggers when a new credit transaction has been created.

    Trigger
    Instant
    Try It
  • CSG Forte Payments triggers, actions, and search

    New Sale

    Triggers when a new sale transaction has been created.

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Scheduled
    Try It
  • CSG Forte Payments triggers, actions, and search

    New Customer

    Triggers when a new customer has been created.

    Trigger
    Instant
    Try It
  • CSG Forte Payments triggers, actions, and search

    New Schedule

    Triggers when a new schedule transaction has been created.

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • Status

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Scheduled
    Try It
csg-forte-payments logo
csg-forte-payments logo

About CSG Forte Payments

CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.

Related categories

  • Payment Processing
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About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.
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