1.Captures new payment details
Integrate Xero and payment tools to capture payment reference, contact reference, and payment amount.
Update monthly invoice status and amount on board
Automatically detect new payment received across Xero and monday.com. Create and update when payment reference matches, invoice month qualifies, or amount maps to the right column—so you can mark paid months, update received totals, and keep collections accurate without manual reporting.
How this automation updates your monthly invoice status
When new payments land in Xero, delayed month updates can slow cash collection and blur which invoices are truly paid. This automation captures payment details, finds matching invoices, filters eligible months, and updates monday.com items—so your team can reconcile faster.
Xeroor swap with your favorite app
2.Finds the related invoice
Integrate Xero and invoice lookup tools to find the corresponding invoice record using the invoice number.
3.Filters for qualifying invoice month
Integrate Filter by Zapier to continue only when the invoice reference indicates a single invoice month.
Filter by Zapieror swap with your favorite app
4.Updates month status in the board
Integrate monday.com and board item tools to update the month numeric column and set the status to received.
monday.comor swap with your favorite app
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