1.Detect new payment
Integrate Stripe and event processing tools to catch each new payment and trigger invoice creation.
Create paid sales invoice from each new payment
Automatically monitor new payment events in Stripe across Stripe, Filter by Zapier, and Xero. Create and update when payments captured, customer name present, or receipt email provided—so you can match contacts, generate authorised sales invoices, and email receipts without manual invoicing paperwork.
How this automation accelerates your invoicing cashflow
When new payments land, delays can stall collections and hurt cashflow. This automation filters qualifying Stripe payments and uses Xero to find contacts, create and authorize invoices, record payments, and send receipts—so your team can get paid faster.
Stripeor swap with your favorite app
2.Filters to qualifying payments
Integrate Filter by Zapier and payment validation tools to continue only for captured or succeeded payments with customer hints.
Filter by Zapieror swap with your favorite app
3.Find contact by name or email
Integrate Xero and customer directory tools to search by payer name then email and locate the first matching contact.
Xeroor swap with your favorite app
4.Create contact when missing
Integrate Xero and contact management tools to create a new contact mapping billing details when no match is found.
5.Create authorized sales invoice
Integrate Xero and invoicing tools to create a sales invoice mapping amount, currency, description, date, and branding theme.
6.Record payment against invoice
Integrate Xero and payments tools to record a payment against the invoice and select the configured payment account.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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