Storeganise + Xero + Formatter by Zapier + Filter by Zapier

Add Xero payments to unpaid Storeganise invoices

Automatically add payments to Storeganise invoices when they’re received in Xero. This Zap triggers when a new payment is recorded in Xero, formats the date, finds the matching invoice in Storeganise, and adds the payment—only if the invoice hasn’t already been marked as paid. It's a simple way to keep your records accurate and up to date without manual work.

Automatically add payments to Storeganise invoices when they’re received in Xero. This Zap triggers when a new payment is recorded in Xero, formats the date, finds the matching invoice in Storeganise, and adds the payment—only if the invoice hasn’t already been marked as paid. It's a simple way to keep your records accurate and up to date without manual work.

  1. When this happens...
    XeroXero
    New Payment

    Triggers when you receive a new payment.

    TriggerPolling
  2. automatically do this...
    Formatter by ZapierFormatter by Zapier
    Date / Time

    Work with dates and times to change formatting or add/subtract time (with line-item support).

    ActionWrite
  3. then do this...
    StoreganiseStoreganise
    Find Invoice

    Find an invoice in Storeganise

    ActionSearch
  4. then do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  5. then do this!
    StoreganiseStoreganise
    Add a Payment to an Invoice

    Adds a payment to an invoice

    ActionWrite
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Supported triggers and actions

    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Status

    • Type

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Report TypeRequired

    Trigger
    Polling
    Try It
    • OrganizationRequired

    • Payment Type

    Trigger
    Polling
    Try It
storeganise logo
storeganise logo

About Storeganise

Storeganise is a management software for valet and self storage

Related categories

  • CRM (Customer Relationship Management)
xero logo
xero logo

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.
Learn more

Related categories

  • Accounting

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formatter logo
formatter logo

About Formatter by Zapier

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.
Learn more

Related categories

  • Documents
  • Zapier
filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier