1.Catch Hook for new settlement batch
Integrate Webhooks by Zapier and event delivery tools to capture settlement batch payloads for processing invoices and payments.
Post settlement items as payments and invoices to ledger
Automatically catch new settlement batch payloads across Webhooks by Zapier and Formatter by Zapier. Create and update ledger invoices and payments in Xero when settlement batches arrive or transaction references change or currency codes appearβso you can reconcile faster and avoid manual follow-up.
How this automation accelerates settled ledger reconciliation
When settlement batches land in your system, invoice and payment records can lag and reconciliation gets delayed. This automation captures batch payloads, formats line items, matches invoices, and creates ledger payments and invoicesβso your team can reconcile settled transactions on time.
Webhooks by Zapieror swap with your favorite app
2.Line-itemize transactions and map fields
Integrate Formatter by Zapier and data mapping tools to line-itemize transaction arrays and map fields for posting-ready amounts.
Formatter by Zapieror swap with your favorite app
3.Iterate line items and normalize amounts
Integrate Looping by Zapier and currency lookup tables to iterate each line item and convert minor units to units.
Looping by Zapieror swap with your favorite app
4.Search invoices by transaction reference
Integrate Xero and ledger matching tools to search invoices by transaction reference and determine the next ledger path.
Xeroor swap with your favorite app
5.Create invoices or payments
Integrate Xero and accounting records tools to create sales invoices when missing and then create payments for settled amounts.
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Explore all payment processing management automations
Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
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