1.Monitors new order with lines
Integrate Ecwid by Lightspeed and order data tools to detect new orders with lines and to trigger invoice preparation for finance.
Create draft sales invoices for pending payment orders
Automatically detect new orders with lines across Ecwid by Lightspeed and Xero. Create and update when orders arrive, payment status matches, or fulfillment status qualifies—so you can create draft invoices, map invoice lines, and match contacts without manual reconciliation.
How this automation protects reconciliation for draft invoices
When new orders with lines come in, delayed invoicing can slow down reconciliation and revenue recognition. This automation creates draft sales invoices and maps order line items and customer contacts—so your team can review and reconcile faster.
Ecwid by Lightspeedor swap with your favorite app
2.Checks order payment and fulfillment
Integrate Filter by Zapier and qualification rules to continue only for orders that meet awaiting-payment and fulfillment criteria.
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3.Creates draft sales invoice
Integrate Xero and accounting tools to create a Draft sales invoice, mapping order dates, references, contacts, and line items.
Xeroor swap with your favorite app
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