1.Detect successful donation payment
Integrate PayPal, payment filters, and accounting workflows to capture successful donation sales details for processing.
Create bills for donation fees and allocate departments
Automatically monitor successful PayPal donation payments across PayPal and Xero. Create and update bills when donation invoice references include your prefix, so you can split fees by department, generate authorised line items, and reconcile without manual reconciliation.
How this automation prepares reconciliation-ready bills
When donation payments land without department-ready fee splits, reconciliation slows and errors spread. This automation filters PayPal donations, parses fee allocation, and creates authorised Xero bills and trackingβso your team can post with confidence.
PayPalor swap with your favorite app
2.Continue only for donation prefix
Integrate Filter by Zapier and invoice validation tools to allow only donation payments with matching invoice references.
Filter by Zapieror swap with your favorite app
3.Parse invoice reference and split fees
Integrate Code by Zapier and mapping logic tools to calculate department splits from the invoice code and fee amount.
Code by Zapieror swap with your favorite app
4.Create authorised bill with tracking
Integrate Xero and accounting tracking tools to create an authorised bill with department line item allocations.
Xeroor swap with your favorite app
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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