1.Detect new successful charge
Integrate Stripe (Legacy) and payment event handling to trigger invoice creation from new successful charges.
Create invoices and notify production for paid orders
Automatically monitor new successful charges across Stripe (Legacy) and accounts receivable tools. Create and deliver invoices for paid orders when qualifying charges land—so finance records payments, production gets notified, and invoices are ready without manual follow-up.
How this automation accelerates invoice-to-cash for paid orders
When a successful card payment arrives but invoice details and production handoff lag, revenue timing slips and work gets duplicated. This automation filters qualifying charges, posts fulfillment intake, creates Xero invoices and payments, generates and stores invoice PDFs, sends payer emails, and notifies production—so your team can invoice faster.
Stripe (Legacy)or swap with your favorite app
2.Continue only for qualifying charges
Integrate Filter by Zapier and payment routing rules to continue only when charges match configured criteria.
Filter by Zapieror swap with your favorite app
3.Post order payload to fulfillment
Integrate Webhooks by Zapier and fulfillment intake endpoints to post order payloads for invoice preparation.
Webhooks by Zapieror swap with your favorite app
4.Build invoice line items and tax
Integrate Formatter by Zapier and tax code mapping tools to build invoice line items and tax lookup.
Formatter by Zapieror swap with your favorite app
5.Find or create contact
Integrate Xero and accounting contact matching to find or create the payer contact by email.
Xeroor swap with your favorite app
6.Create sales invoice
Integrate Xero and invoice generation to create a sales invoice with mapped dates, references, and line items.
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