1.Monitor new payment event
Integrate Xero and analytics tools to capture payment amount, payment date, and linked invoice reference.
Update invoice ledger when payments post to your records
Automatically monitors new payment events in Xero across accounting and invoice ledgers. Update your internal invoice table when invoice matches postβso you can reconcile payments instantly, reduce follow-up, and keep books accurate without manual ledger work.
How this automation updates your invoice ledger
When new payments post but invoices stay out of date, reconciliation slips and records become harder to close. This automation monitors payment events in Xero and updates your invoice table recordsβso your team can post accurate payment status immediately.
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2.Find invoice by invoice number
Integrate Xero and reporting tools to find the invoice and return invoice status and outstanding amounts.
3.Find record by Xero invoice ID
Integrate Zapier Tables and data lookup tools to match records using the Xero invoice ID and retrieve the invoice row.
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4.Continue only for authorised invoices
Integrate Zapier and workflow filters to continue only when invoices are in a configured authorised state.
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5.Update invoice record with payment
Integrate Zapier Tables and audit logs to update status, amount due, payment fields, and append a payment note.
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Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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