1.Catches successful purchase
Integrate Recurly and subscription transaction sources to catch each successful purchase and expose invoice inputs.
Create authorized EUR invoices and post payments to ledger
Automatically monitor new successful transactions across Recurly. Create and update when successful purchase, EUR purchase detected, or payment confirmation received—so you can authorize invoices, record payments in Xero, and apply to the right references without manual invoice posting.
How this automation authorizes invoices and records payments
When successful EUR transactions arrive in separate systems, invoice and payment posting can lag and cash reconciliation gets messy. This automation creates authorised sales invoices in Xero and records payments in your ledger—so your team can apply payments immediately.
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2.Checks transaction currency
Integrate Filter by Zapier and transaction routing rules to continue only when the currency equals EUR.
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3.Creates authorised sales invoice
Integrate Xero and accounting invoice fields to create a sales invoice with authorised status and tax-exempt line tax.
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4.Creates and posts payment
Integrate Xero and ledger posting to create the payment and apply it to the invoice reference while posting to clearing.
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