1.New refund event
Integrate Stripe and receipt email lookup categories to map refund amount and invoice reference to invoice lookups.
Create credit notes and record payments for refunds
Automatically monitor Stripe refund events across Stripe and accounting apps. Create and apply credit notes when refunds are issued or invoice references match or receipts email arrivesβso you can prevent AR mismatches, post refund payments, and keep books current without manual reconciliation.
How this automation reconciles AR with refunds
When a refund is issued, delayed credit note creation can cause AR mismatches. This automation monitors Stripe refunds and looks up invoice details, then it creates credit notes and posts refund payments in Xeroβso your team stays reconciled.
Stripeor swap with your favorite app
2.Find invoice lines
Integrate Stripe and invoice extraction tools to retrieve invoice lines and map product code and quantity.
3.Find product and customer records
Integrate Zapier Tables and customer lookup fields to match product records and find the customer by receipt email.
Zapier Tablesor swap with your favorite app
4.Create credit note and post payment
Integrate Xero and accounting tools to create the credit note and post the refund payment that applies the credit.
Xeroor swap with your favorite app
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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