1.Detect authorised sales invoices
Integrate Xero and accounting triggers to capture new authorised sales invoice events to start invoice delivery workflows.
Send authorised invoice emails to clients and create ticket
Automatically monitor authorised sales invoices across Xero and internal invoice tables. Create and update when invoices qualify, send invoice emails, and open billing tickets—so you can deliver payment links, confirm delivery, and start follow-up without manual reporting.
How this automation accelerates your collections
When authorised invoices are created, delays in sending the invoice and payment details can stall cash flow. This automation fetches invoice and contact data, filters deposits, sends emails, and creates billing tickets—so your team can follow up faster.
Xeroor swap with your favorite app
2.Fetch invoice and contact details
Integrate Xero and invoice data tools to look up invoice and contact details to collect the online invoice URL and due date.
3.Skip deposit and non-billable lines
Integrate Filter by Zapier and invoice rules to skip deposit and non billable entries to stop incorrect emails from going out.
Filter by Zapieror swap with your favorite app
4.Lookup invoice record and PDF
Integrate Zapier Tables and attachment storage to lookup invoice records to attach a stored PDF link when available.
Zapier Tablesor swap with your favorite app
5.Send invoice email to client
Integrate Microsoft Outlook and email templates to send the invoice and payment link to clients for immediate billable access.
Microsoft Outlookor swap with your favorite app
6.Create billing support ticket
Integrate Zendesk and ticket workflows to create a billing ticket to log invoice and delivery notes for follow-up.
Zendeskor swap with your favorite app
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Explore all invoice-to-cash automations
Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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