1.Monitor new successful charge
Integrate Stripe (Legacy), payment processing tools, and capture data fields to monitor successful charge events.
When new successful charges hit Stripe, payment data can stay unbilled and AR falls out of date. This automation captures charge details, creates authorised sales invoices and payment records, and posts the payment in Xero—so your team keeps AR current.
Integrate Stripe (Legacy), payment processing tools, and capture data fields to monitor successful charge events.
Integrate Xero and accounting tools to create sales invoice with authorised status and mapped invoice fields.
Integrate Xero and ledger posting tools to create a payment record and post it to the payments account.
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Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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