1.Monitor new sales invoices
Integrate Xero and accounting tools to detect new sales invoice events to capture authorized invoice details.
Add authorised invoices to your AR tracking sheet
Automatically monitor new sales invoice events in Xero across accounts receivable tracking in Google Sheets. Create and update when invoices are authorised, invoices get updated, or invoice due dates change—so you can keep AR rows current, calculate ageing, and attach invoice links without manual spreadsheet updates.
How this automation protects your AR tracking
When authorised invoices arrive, delays can cause AR tracking errors and missed follow-up. This automation normalizes invoice fields and updates or creates Google Sheets AR rows while calculating ageing—so your team can monitor collections without manual reconciliation.
ゼロor swap with your favorite app
2.Normalize invoice fields
Integrate Formatter by Zapier and data formatting tools to normalize due dates, contact names, and amounts to standardize AR tracking values.
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3.Lookup matching AR row
Integrate Google Sheets and worksheet matching tools to look up invoice number to find an existing AR row id.
Google Sheetsor swap with your favorite app
4.Update or create AR row
Integrate Google Sheets and spreadsheet formulas to update or create AR rows, write invoice links, and calculate ageing to keep collections current.
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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ステップ 3
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