1.Triggers every hour for invoice creation
Integrate schedule automation tools to run on an hourly cadence to start transaction processing.
Create invoices from payments and update records hourly
Automatically monitor an hourly schedule across Code by Zapier, Webhooks by Zapier, Formatter by Zapier, Zapier Tables, and Xero. Create and update invoices and records when hourly window opens, payments settle in the window, or new transaction batches arrive—so you can create sales invoices, match payment references, and mark records processed without manual duplicate invoicing.
How this automation creates sales invoices from payments
When the hourly payment window opens, delays can stall invoicing and cash collection. This automation fetches transactions, parses them into line items and tables records, and creates Xero draft invoices and marks them processed—so your team can invoice faster.
Schedule by Zapieror swap with your favorite app
2.Builds API signature and request window
Integrate Code by Zapier and signature tools to generate API inputs from merchant credentials and from to timestamps to authenticate the payments request.
Code by Zapieror swap with your favorite app
3.Fetches transactions from payments API
Integrate Webhooks by Zapier and payments APIs to call the transactions endpoint with headers and a date window to fetch transaction data.
Webhooks by Zapieror swap with your favorite app
4.Parses CSV into invoice line items
Integrate Formatter by Zapier and CSV parsing tools to map CSV columns into transaction fields to structure line items.
Formatter by Zapieror swap with your favorite app
5.Finds or creates payment reference records
Integrate Zapier Tables and database lookup tools to match by payment reference and create missing records to track processing state.
Zapier Tablesor swap with your favorite app
6.Creates draft invoices and marks processed
Integrate Xero and accounting tools to create contacts and draft sales invoices for settled transactions to update records as processed.
Xeroor swap with your favorite app
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