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Create Xero invoices for new Optix invoice payments

  1. When this happensStep 1: New Invoice Payment

  2. Then do thisStep 2: Create Sales Invoice

  3. Then do thisStep 3: Create Payment

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.

Note: This Zapier integration doesn't create invoices from previously paid Optix invoices, only invoices that a users pays for after you've set up the integration.

How this Optix-Xero integration works

  1. An Optix user pays an invoice
  2. Zapier automatically creates a duplicate invoice in Xero
  3. Xero automatically marks the duplicate invoice as “paid.”

Apps involved

  • Optix Account
  • Xero account
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Connect Optix + Xero in Minutes

It's easy to connect Optix + Xero and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Cancelled Plan Subscription

Triggers when a user or team plan subscription is cancelled or has ended.

Member Booking Cancelled

Triggers when a member booking has been cancelled.

New Member Booking

Triggers when there is a new venue member booking.

New Member

Triggers when a new member is added to a venue.

New Plan Subscription

Triggers when a user or team is subscribed to a plan. And when a new user is added to an individual team plan.

New Issue

Triggers when a user reports a new issue.

Member Booking Changed

Triggers when a member booking has been updated.

New Member Check-In

A member checks into venue.

New Member Support Request

Triggers when a member asks a question to the venue host.

New Invoice Payment

Triggers when a member pays an invoice.

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