1.Starts on new charge capture
Integrate Stripe and billing data tools to route charge details into your invoice-to-cash flow.
Create sales invoice and record payment for new charge
Automatically monitor successful payment captures across Stripe and Xero for invoice-to-cash. Create and update invoices and ledger records when new charges land—so you can capture reference codes, draft invoices, and record payments without manual reconciliation.
How this automation creates clean invoice to-cash records
When successful payments capture in Stripe but invoices and ledger logs are not created, reconciliation can drift and collections slow down. This automation processes each new charge into normalized reference codes, drafts sales invoices, records payments in Xero, and logs ledger entries in Zapier Tables—so your team can close the loop fast.
Stripeor swap with your favorite app
2.Normalizes and resolves reference code
Integrate Formatter by Zapier and data mapping tools to extract and resolve reference codes for accounting items.
Formatter by Zapieror swap with your favorite app
3.Creates draft sales invoice
Integrate Xero and invoicing workflows to find the item and generate draft sales invoices from charge billing data.
Xeroor swap with your favorite app
4.Records payment against invoice
Integrate Xero and payment posting tools to record the payment and post it against the created invoice.
5.Creates ledger record
Integrate Zapier Tables and audit logging to create a centralized ledger entry for the processed charge.
Zapier Tablesor swap with your favorite app
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