1.Catch hook payment notification
Integrate Webhooks by Zapier and webhook endpoints to receive payment notifications and trigger invoice creation.
Create authorised invoice and record payment to jobs
Automatically monitor incoming payment notifications across Webhooks by Zapier and Xero. Create and update when payments are marked paid or contacts are identified or invoices are authorised—so you can generate invoices, post payments, and return invoice links without manual invoice posting.
How this automation accelerates invoice-to-cash recovery
When incoming payment notifications arrive, delays can break reconciliation and slow cash collection. This automation filters qualifying payments, creates an authorised invoice, and records the payment while updating the originating job with an invoice URL—so your team can close the loop faster.
Webhooks by Zapieror swap with your favorite app
2.Continue only for paid payments
Integrate Filter by Zapier and automation rules to proceed only for qualifying paid transactions.
Filter by Zapieror swap with your favorite app
3.Find or create contact
Integrate Xero and contact matching to map payer details and create a contact when no email match exists.
Xeroor swap with your favorite app
4.Transform invoice date
Integrate Formatter by Zapier and date tools to convert booking timestamps into an ISO invoice date for Xero.
Formatter by Zapieror swap with your favorite app
5.Create authorised sales invoice
Integrate Xero and invoice settings to create an authorised invoice with due date set to invoice date plus seven days.
6.Create payment for invoice
Integrate Xero and payment tools to record the payment using the invoice number and total amount.
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Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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