1.Detect new or updated spreadsheet row
Integrate Google Sheets and spreadsheet row tracking to capture the row id and key payment fields.
Create sales invoice from updated spreadsheet row for payments
Automatically monitor new or updated spreadsheet rows across Google Sheets and invoice payments in Xero. Create and update authorized sales invoices when payment rows are added, payment amount changes, or payer details update—so you can create invoices, log run timestamps, and write invoice status back without manual spreadsheet follow-up.
How this automation creates authorized sales invoices
When payment details in your spreadsheet change, delayed invoicing can stall cash flow and cause rework. This automation captures payment data, creates authorized invoices in Xero, and updates your worksheet with invoice metadata—so your team can bill accurately without manual row checks.
Google Sheetsor swap with your favorite app
2.Generate execution timestamp and normalize dates
Integrate Code by Zapier and data formatting tools to generate a timestamp and standardize date formats.
Code by Zapieror swap with your favorite app
3.Create authorized sales invoice
Integrate Xero and accounting record mapping to create a sales invoice, set it to authorized, and apply line tracking.
Xeroor swap with your favorite app
4.Update sheet with invoice metadata
Integrate Google Sheets and worksheet updates to write invoice timestamp, invoice status, and automation run id back.
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