Invoicing and payments

Customer payment recorded in Filmo → record it in Xero

When you record a partial or full customer payment for an invoice in Filmo, adds it to that invoice in Xero. If the invoice is not there yet, sends it first. Anything that cannot be recorded only causes the workflow to fail with the reason and notify you.

Template
payment-created-to-xero
PropertyValue
CategoryInvoicing and payments
Starts withPayment recorded
Integrations usedXero
Steps1

The template builds these steps; open each one to see how it is configured.

#StepDescriptionBranch
1Send payment to XeroSend the customer payment to Xero