1.Monitor new donation
Integrate Donorbox and donation tracking tools to detect new donation events and route qualifying records to invoicing.
Create sales invoices for qualifying donor gifts same day
Automatically monitor new donation events across Donorbox and Xero. Create and update when donations include processing fee, campaign matches configured rules, or fee lines qualifyβso you can calculate platform fees, format AUD invoice lines, and authorise sales invoices without manual invoicing paperwork.
How this automation authorises sales invoices for qualifying donor gifts
When new donation events arrive, invoice creation can stall and fee math can be missed. This automation filters eligible gifts, calculates and formats fee line items, and creates authorised Xero sales invoicesβso you can issue invoices reliably without manual follow-up.
Donorboxor swap with your favorite app
2.Filters eligible donations
Integrate Filter by Zapier and automation rules to continue only when processing fee is included and campaign matches configured criteria.
Filter by Zapieror swap with your favorite app
3.Calculates platform fee
Integrate Code by Zapier and fee calculation logic to compute the platform processing fee based on donation type and amount.
Code by Zapieror swap with your favorite app
4.Formats fee as AUD
Integrate Formatter by Zapier and currency formatting tools to convert computed fee into formatted AUD invoice line amounts.
Formatter by Zapieror swap with your favorite app
5.Derives account code
Integrate Code by Zapier and accounting mapping rules to output the correct campaign and account code for invoice lines.
6.Creates sales invoice
Integrate Xero and accounting workflows to create an authorised sales invoice with invoice dates, due dates, and fee line items.
Xeroor swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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