1.Monitor new refunds
Integrate Stripe and event triggers to capture each refund and start draft credit note creation.
Create draft credit notes from refund order notes
Automatically watch for new refunds from Stripe across payment operations tools. Create draft credit notes when refunds arrive, billing references change, or refund details include currencyβso you can reconcile accounts, review drafts, and update records without manual posting.
How this automation accelerates credit note reconciliation
When new refunds need manual review, delays can slow reconciliation and create billing mismatches. This automation monitors Stripe refunds, converts amounts and finds payers, then creates draft credit notes in Xeroβso your team can reconcile faster.
Stripeor swap with your favorite app
2.Converts refund amount to major unit
Integrate Formatter by Zapier and number tools to convert refund amount from smallest units to major units.
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3.Finds or creates Xero contact
Integrate Xero and contact lookup tools to find or create the payer contact and return the contact ID.
Xeroor swap with your favorite app
4.Creates draft credit note
Integrate Xero and accounting categorization tools to create a draft credit note with the refund amount and details.
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Step 1
Connect your tools
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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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