1.Triggers on new payment posted
Integrate Xero and accounting automation to capture the new payment event and pass payment details into your workflow.
Update internal invoice records when a payment posts
Automatically detect new payment events across Xero, Airtable, and Formatter by Zapier. Create and update when payment posts, invoice numbers match, or payment IDs are received—so you can recalculate paid totals, refresh outstanding balances, and mark invoices paid without manual invoice matching.
How this automation updates your invoice records
When new payment events post, delays can leave invoices open and cash collection stalled. This automation finds matching invoice records, recalculates paid and outstanding amounts, and updates the invoice database—so your team can close the books faster.
Xeroor swap with your favorite app
2.Finds matching invoice record
Integrate Airtable and invoice database lookup tools to find the invoice record and return record ID and current paid and due amounts.
Airtableor swap with your favorite app
3.Adds payment to paid total
Integrate Formatter by Zapier and math tools to add the incoming payment amount to the invoice existing paid amount.
Formatter by Zapieror swap with your favorite app
4.Subtracts payment from balance
Integrate Formatter by Zapier and calculation tools to subtract the applied payment from the invoice outstanding amount.
5.Updates invoice to paid or open
Integrate Airtable and record update tools to update status based on zero balance and write updated paid and outstanding fields.
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