1.Detect new orders with line items
Integrate Ecwid by Lightspeed and eCommerce order tools to capture order metadata and line-level details for invoice drafting.
Create draft invoices from new online store orders
Automatically monitor new orders with line items across Ecwid by Lightspeed and bexio. Create and update when invoice-required orders arrive, billing details appear, or order totals postβso you can create draft invoices, match contacts, and speed up invoice creation without manual paperwork.
How this automation accelerates draft invoice review
When new orders with line items arrive, invoice prep can slow billing review and create follow-up work. This automation filters for billable orders and then finds contacts and creates draft invoicesβso your team can review receivables faster.
Ecwid by Lightspeedor swap with your favorite app
2.Continue only with billing data
Integrate Filter by Zapier and data validation tools to continue only when orders include billing name and address data.
Filter by Zapieror swap with your favorite app
3.Find or create contact record
Integrate bexio and CRM contact tools to find person by email, create a new contact, and add an order remark.
bexioor swap with your favorite app
4.Continue only for invoicing payments
Integrate Filter by Zapier and payment rules to continue only for payment methods that require invoicing.
5.Create draft invoice in bexio
Integrate bexio and invoice tools to create a draft invoice, map lines and totals, and set status to draft.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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