1.Catches new payment event
Integrate Xero and accounting tools to catch new payment event and extract payment amount, payment date, and invoice reference.
Update invoice records with posted payment details today
Automatically monitor new payment events across Xero and update invoice records in Zoho CRM. Create and update when payments post, invoice references match, or payment dates update—so you can format amounts, update payment history, and keep AR balances current without manual reconciliation.
How this automation updates your invoice payments
When new payment events happen, invoice balances can fall out of date and reconciliation gets slower. This automation formats payment fields, finds matching invoices, and updates invoice records—so your team can keep AR accurate without manual follow-up.
Xeroor swap with your favorite app
2.Formats date and currency
Integrate Formatter by Zapier and data formatting tools to format the payment date and normalize the payment amount for your CRM.
Formatter by Zapieror swap with your favorite app
3.Finds invoice by reference
Integrate Zoho CRM and CRM search tools to search invoices by the mapped invoice reference and return a matching invoice.
Zoho CRMor swap with your favorite app
4.Updates invoice payment fields
Integrate Zoho CRM and CRM record updating tools to update payment fields, set balance amount, and map last payment date.
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