1.Catches reconciled payment event
Integrate Xero, accounting reconciliation tools, and reporting to capture payment reference and amount to detect reconciled payment events.
Send receipt email for reconciled payments to payers
Automatically watch new reconciled payments in Xero across your finance stack. Email the matched invoice when reconciliation completesβso you can deliver receipts, confirm delivery records, and keep bookkeeping trails without manual chasing.
How this automation sends invoices after reconciliation
When reconciled payments complete without a matched invoice being sent, payers lack timely receipts and bookkeeping trails get harder to verify. This automation catches reconciled payment events in Xero, finds the right invoice, and emails invoice details with a receipt PDFβso your team can close the loop quickly.
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2.Finds the related invoice
Integrate Xero, invoice matching fields, and bookkeeping tools to map payment references to invoice lookup fields to find a matching invoice.
3.Emails invoice with receipt details
Integrate Xero, invoice email delivery, and document attachments to email the found invoice and attach a receipt PDF to send the invoice to payers.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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