1.Catches payment notification payload
Integrate Webhooks by Zapier and webhooks tools to extract payment reference, amount, currency, and timestamp to capture payment events.
Create sales invoices and record payments in accounting
Automatically catch payment notification payloads across Webhooks by Zapier. Create and update sales invoices in Xero and record matched payments—so you can send invoice links without manual reconciliation, paperwork, or follow-up.
How this automation accelerates invoice-to-cash
When payment notifications arrive, delays can cause cash flow gaps and invoice mismatches. This automation catches payment payloads, looks up registrations, and creates and posts Xero invoices and payments—so your team can close the loop faster.
Webhooks by Zapieror swap with your favorite app
2.Fetches registration row
Integrate Glide and database sync tools to look up the registration by mapped payment reference to retrieve billing details.
Glideor swap with your favorite app
3.Computes invoice totals and reference
Integrate Formatter by Zapier and transformation tools to compute totals and format invoice number and time reference to prepare invoice amounts.
Formatter by Zapieror swap with your favorite app
4.Creates authorised sales invoice
Integrate Xero and accounting tools to create an authorised sales invoice and capture the invoice ID and online invoice URL to generate invoice documents.
Xeroor swap with your favorite app
5.Posts payment to invoice
Integrate Xero and accounting tools to create a payment and apply it to the created invoice to record matched cash receipt.
6.Updates registration with invoice details
Integrate Glide and record systems to edit or add ledger rows and store invoice ID and URL to update internal invoice tracking.
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Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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