1.New payment received
Integrate Xero and accounting data tools to detect new payment received and capture payment reference to locate invoices.
Mark received invoices on accounts board from payments
Automatically match new payment received invoices across Xero and monday.com. Create and update when payments post, invoice references appear, or payment amounts change—so you can locate invoices, update received status, and post payment amounts without manual reconciliation.
How this automation updates received status on invoices
When a new payment received arrives, delays can cause invoice records to stay outdated and cash collection to stall. This automation finds the matching invoice and board item, then updates month status to Received and maps the payment amount—so your team can keep collections accurate.
Xeroor swap with your favorite app
2.Find invoice by invoice number
Integrate Xero and invoice lookup tools to search invoices by invoice number to return the matching invoice record.
3.Find board item by account identifier
Integrate monday.com and accounts board tools to select the correct board item by account identifier to target updates.
monday.comor swap with your favorite app
4.Continue only for qualifying records
Integrate Filter by Zapier and routing logic to continue only for qualifying records to avoid unwanted board updates.
Filter by Zapieror swap with your favorite app
5.Change multiple columns to Received
Integrate monday.com and column mapping tools to set month status to Received and map payment amount to numeric fields.
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