1.Monitors authorized invoice updates
Integrate Xero and reporting tools to capture authorized invoice details to centralize invoice status inputs.
Update awaiting payment status in your finance tracking sheet
Automatically track invoice authorization events across Xero and Google Sheets. Create and update when invoices are authorized, status changes, or invoice PDFs refreshβso you can update awaiting payment rows, send invoice PDFs, and notify accounts without manual reconciliation.
How this automation accelerates your awaiting payment tracking
When invoices stay untracked after authorization, payment visibility slips and collection cycles slow. This automation monitors invoice authorization in Xero, looks up and updates draft rows in Google Sheets, and emails invoice PDFsβso your team can follow up with confidence.
Xeroor swap with your favorite app
2.Looks up matching spreadsheet row
Integrate Google Sheets and spreadsheet tools to find the matching row by invoice number mapping to centralize row matching.
Google Sheetsor swap with your favorite app
3.Filters to draft qualifying records
Integrate Filter by Zapier and rules logic to continue only when the found row is in Draft status and matches the account tag.
Filter by Zapieror swap with your favorite app
4.Updates row to awaiting payment
Integrate Google Sheets to map invoice status into the status column and add a hyperlink into the cell to update payment tracking.
5.Sends invoice PDF to accounts
Integrate Email by Zapier and attachment handling to attach the invoice PDF and send the email to the configured accounts address.
Email by Zapieror swap with your favorite app
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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