1.Monitors reconciled payments
Integrate Xero to capture reconciled payment amount, date, and source reference for posting downstream.
Record reconciled payments into billing system for invoices
Automatically monitor Xero payment reconciled events across Xero and Zoho Billing. Create payment records and notify billing when invoice numbers match exactly, so you can close the loop without manual reconciliation paperwork.
How this automation records reconciled payments
When reconciled payments arrive in Xero but invoices stay unpaid in your billing system, billing follow-up slows and errors slip through. This automation captures payment details, finds matching invoices, creates Zoho Billing payments, and notifies finance for partial or no-match situationsβso your team can mark invoices paid quickly.
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2.Finds invoice in Xero
Integrate Xero and reporting tools to find the invoice by invoice number and map the reconciliation reference.
3.Finds invoice in Zoho Billing
Integrate Zoho Billing and billing lookup tools to find the Zoho invoice by invoice number and map amounts.
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4.Creates payment in Zoho Billing
Integrate Zoho Billing and payment tracking tools to create a payment with amount, date, and reconciliation reference.
5.Sends notification to finance
Integrate Email by Zapier and finance communication tools to notify staff when payments are partial or no match is found.
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