1.Monitor new payment
Integrate Xero and accounting tools to capture new EFT payment details and map them into the flow.
Mark billing invoice paid from recorded EFT payment
Automatically monitor new EFT payments in Xero across Stripe billing. Automatically extract invoice references and mark invoices paid when matches and amounts qualifyβso you can post AR records, add payment notes, and alert finance without manual follow-up.
How this automation updates paid invoices in AR
When EFT payments post without being applied to the right invoices, collections slow and reporting gets inconsistent. This automation extracts invoice references and updates Stripe invoices and notifies financeβso your team can resolve exceptions fast.
Xeroor swap with your favorite app
2.Extract invoice reference
Integrate Formatter by Zapier and text parsing tools to extract invoice references from payment descriptions to enable invoice lookup.
Formatter by Zapieror swap with your favorite app
3.Find invoice by reference
Integrate Stripe and invoice search tools to find the matching invoice by extracted invoice reference and return its ID and amount.
Stripeor swap with your favorite app
4.Update invoice payment status
Integrate Stripe and billing metadata tools to compare payment and invoice amounts and mark invoices paid or add a note.
5.Notify finance of exceptions
Integrate Slack and team messaging tools to send finance a concise invoice update and highlight any missing invoice matches.
Slackor swap with your favorite app
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Explore all collections management automations
Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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