1.Runs every 15 minutes
Integrate Schedule by Zapier and event polling tools to detect open remittance invoice events and trigger invoice creation.
Create invoices from open remittance events for billing
Automatically poll open remittance invoice events across Schedule by Zapier and your billing stack. Create and authorize invoices, post payments and credits, and prevent duplicatesβso you can respond to open remittances without manual billing reconciliation.
How this automation protects your billing accuracy
When the schedule polls open remittance invoice events, delays can cause billing gaps and duplicates. This automation reads event data and calculates taxes, then creates authorised invoices and updates the processed UID listβso your team can keep billing current.
Schedule by Zapieror swap with your favorite app
2.Runs JavaScript to fetch events
Integrate Code by Zapier and billing event endpoints to fetch recent open remittance invoice events and map them to invoice objects.
Code by Zapieror swap with your favorite app
3.Retrieves processed invoice IDs
Integrate Storage by Zapier and dedupe lists to retrieve recent processed invoice IDs and filter out duplicates.
Storage by Zapieror swap with your favorite app
4.Calculates line amounts and tax
Integrate Formatter by Zapier and tax rules to calculate line unit amounts and tax type for each invoice.
Formatter by Zapieror swap with your favorite app
5.Creates sales invoice as authorised
Integrate Xero and invoice management to create an authorised sales invoice with remittance marked numbering and send to contact.
Xeroor swap with your favorite app
6.Branches payment or credit flow
Integrate Paths by Zapier and conditional logic to choose payment creation when a paid amount exists or credit note creation when credit exists.
Paths by Zapieror swap with your favorite app
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