1.Detect new spreadsheet row
Integrate Google Sheets and spreadsheets tools to capture month-end data to trigger sales invoice creation.
Create monthly sales invoices and clearing payments from rows
Automatically monitor new spreadsheet rows across Google Sheets and Formatter by Zapier. Create invoices and clearing payments in Xero when month-end rows are added or totals are recalculated or currency details are updatedβso you can total products, post line items, and clear accounts without manual invoicing.
How this automation speeds up month-end invoicing
When new month-end rows land in your worksheet, delays can stall revenue recognition. This automation aggregates totals and creates sales invoices and clearing paymentsβso your team can invoice faster and reconcile with less effort.
Google Sheetsor swap with your favorite app
2.Compute product totals
Integrate Formatter by Zapier and calculation tools to aggregate numeric columns to produce the invoice and cost totals.
Formatter by Zapieror swap with your favorite app
3.Create sales invoice
Integrate Xero and accounting tools to map invoice dates and totals to create a sales invoice record.
Xeroor swap with your favorite app
4.Add invoice line items
Integrate Xero and line item tools to add revenue lines for each source amount to complete itemized billing.
5.Create bill and clearing payment
Integrate Xero and payment tracking tools to create bills and post clearing payments to mark invoices paid to the clearing account.
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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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