1.Detect quote acceptance
Integrate Quotient to detect quote acceptance and start deposit invoicing to authorize the billing flow.
Create deposit invoice and email payment link to client
Automatically create deposit invoices and contacts across Xero when quotes are accepted. Get instant invoice records and secure payment links to clients, so you can reduce manual invoicing, speed up collections, and start projects sooner without manual paperwork.
How this automation accelerates deposit collection
When quote acceptance arrives, delays can stall project starts and cash flow. This automation creates authorized deposit invoices, retrieves invoice payment URLs, and sends client emails—so your team can collect deposits faster.
Quotientor swap with your favorite app
2.Find or create contact
Integrate Xero and accounting tools to map quote contact details and create or match contact records to prepare invoicing.
Xeroor swap with your favorite app
3.Create sales invoice
Integrate Xero and invoicing tools to create an authorised deposit sales invoice to set due dates and tax pricing.
4.Retrieve invoice payment URL
Integrate Xero and secure link tools to retrieve the online payment URL for the created invoice to enable client payments.
5.Send invoice payment email
Integrate Microsoft Outlook and email tools to send a payment link email to share the invoice reference and payment URL.
Microsoft Outlookor swap with your favorite app
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