Optix + Xero
Create Xero invoices for new Optix invoice payments
When you manage invoices across multiple platforms, it can become easy to misplace crucial information. If you handle all of your venue's invoicing through Xero, ensure paid Optix invoices are automatically copied over into your Xero account. As soon as an Optix user pays their invoice, this integration will automatically mark the duplicate Xero invoice as "paid" so you can be sure your account stays up to date.
When you manage invoices across multiple platforms, it can become easy to misplace crucial information. If you handle all of your venue's invoicing through Xero, ensure paid Optix invoices are automatically copied over into your Xero account. As soon as an Optix user pays their invoice, this integration will automatically mark the duplicate Xero invoice as "paid" so you can be sure your account stays up to date.
- When this happens...New Invoice Payment
Triggers when a member pays an invoice.
- automatically do this...Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
- then do this!Create Payment
Triggers when you receive a new payment.
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