Rotessa + Xero

Create Xero payments for approved Rotessa transactions

Invoices with a transaction unique identifier in Rotessa can be marked as paid automatically in Xero by creating a payment when the transaction is approved. Simply choose your Xero organization and set the payment account to an account that has payments enabled. Note: many choose a undeposited funds account.

When this happens...
Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
TriggerInstant
automatically do this!
Create Payment
Applies a payment to an invoice.
ActionWrite

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Supported triggers and actions

What does this mean?

Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
Trigger
Instant
Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Trigger
Instant
New Customer
Triggers when a customer is created in Rotessa.
Trigger
Instant
New Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Trigger
Instant
Customer Change
Triggers when a customer is updated in Rotessa.
Trigger
Instant
Create Customer
Creates a new customer in Rotessa.
Action
Write
Create Transaction
Create a new transaction in Rotessa.
Action
Write
Update Customer
Update a existing customer.
Action
Write
Rotessa
Match a Rotessa customer with a unique identifier.
Scheduled
Action
Xero
Triggers when a new bank transaction is created.
Scheduled
Trigger
Xero
Triggers when you add a new bill. (Accounts Payable)
Scheduled
Trigger
Xero
Triggers when you add a new contact.
Scheduled
Trigger
Xero
Triggers when you receive a new payment.
Scheduled
Trigger
Xero
Triggers when a new purchase order is created or enters a status for the first time.
Scheduled
Trigger
Xero
Triggers when a new quote is created.
Scheduled
Trigger
Xero
Triggers when you add a new draft expense claim receipt.
Scheduled
Trigger
Xero
Triggers when you add a new sales invoice. (Accounts Receivable)
Scheduled
Trigger
Xero
Adds line items to an existing sales invoice.
Scheduled
Action
Xero
Creates a new Spend/Receive Money bank transaction.
Scheduled
Action
Xero
Transfers money between two bank accounts.
Scheduled
Action
Xero
Creates a new contact or updates a contact if a contact already exists.
Scheduled
Action
Xero
Creates a new quote draft.
Scheduled
Action
Xero
Creates a new credit note for a contact.
Scheduled
Action
Xero
Sends an invoice via email.
Scheduled
Action
Xero
Creates a new bill (Accounts Payable).
Scheduled
Action
Xero
Creates a new sales invoice (Accounts Receivable).
Scheduled
Action
Xero
Applies a payment to an invoice.
Scheduled
Action
Xero
Creates a new purchase order for a contact.
Scheduled
Action
Xero
Finds a contact by name or account number.
Scheduled
Action
Xero
Finds an invoice by number or reference.
Scheduled
Action
Xero
Finds or creates a specific contact.
Scheduled
Action

About Rotessa

Rotessa is a payment processing tool that lets you collect ACH and EFT payments in the United States and Canada

Related categories

Payment Processing

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.