1.Runs on configured daily time
Integrate Schedule by Zapier and scheduling workflows to start the nightly run for subscription invoice processing.
Create nightly subscription invoices and alert billing team
Automatically run daily subscription checks across Schedule by Zapier, Google Sheets, Formatter by Zapier, AI by Zapier, and Xero. Create invoice drafts and alert the billing team when scheduled run fires, date changes, or billing window opensβso you can review totals, verify contacts, and reduce manual billing paperwork.
How this automation creates nightly invoice drafts
When the daily billing schedule fires, invoices can be delayed or totals can be inconsistent. This automation formats run dates, finds active subscription rows, calculates invoice quantities and totals, creates Xero sales invoices, and alerts billing for reviewβso your team can bill with confidence.
Schedule by Zapieror swap with your favorite app
2.Formats run date for lookups
Integrate Formatter by Zapier and date formatting tools to map the run timestamp into an invoice-ready date.
Formatter by Zapieror swap with your favorite app
3.Finds matching subscription rows
Integrate Google Sheets and spreadsheet lookups to retrieve active subscription rows for the formatted date.
Google Sheetsor swap with your favorite app
4.Counts active subscription IDs
Integrate AI by Zapier and data parsing tools to count returned row IDs as a numeric subscription total.
AI by Zapieror swap with your favorite app
5.Calculates invoice line totals
Integrate Formatter by Zapier and calculation tools to compute line quantities and invoice totals from the counted total.
6.Creates a sales invoice in Xero
Integrate Xero and invoicing records to create a draft sales invoice with the calculated quantities and totals.
Xeroor swap with your favorite app
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