1.Captures new payment received
Integrate Xero and accounting reporting tools to capture payment reference, amount, and payment type into your workflow.
Update booking ledger and send payer confirmation email
Automatically monitor new payment received in Xero across accounting and booking tools. Create and update when payment reference posts or deposit vs balance qualifies or amount matches a booking β so you can route the payment flow, update the booking ledger, and email payer confirmations without manual posting.
How this automation keeps booking ledgers accurate
When new payments land without automation, reconciliation gaps can delay dispatch and create payer confusion. This automation captures payment details, routes deposit vs balance flows, updates the booking ledger in Google Sheets, and sends payer confirmations from Microsoft Office 365βso your team can act immediately.
Xeroor swap with your favorite app
2.Routes deposit vs balance flow
Integrate Paths by Zapier and rule-based routing tools to route deposit vs balance payment records for qualifying matches.
Paths by Zapieror swap with your favorite app
3.Looks up matching booking row
Integrate Google Sheets and spreadsheet lookup tools to find the booking row by invoice or booking reference.
Google Sheetsor swap with your favorite app
4.Updates booking as paid
Integrate Google Sheets and ledger update tools to map payment amount, append a paid note, and set paid date.
5.Sends payer confirmation email
Integrate Microsoft Office 365 and email templating tools to send a confirmation using booking details and payment summary.
Microsoft Office 365or swap with your favorite app
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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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