Rotessa + Xero
Create Xero payments for approved Rotessa transactions
Invoices with a transaction unique identifier in Rotessa can be marked as paid automatically in Xero by creating a payment when the transaction is approved. Simply choose your Xero organization and set the payment account to an account that has payments enabled. Note: many choose a undeposited funds account.
Invoices with a transaction unique identifier in Rotessa can be marked as paid automatically in Xero by creating a payment when the transaction is approved. Simply choose your Xero organization and set the payment account to an account that has payments enabled. Note: many choose a undeposited funds account.
- When this happens...Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
- automatically do this!Create Payment
Triggers when you receive a new payment.
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Transaction Approved
Triggers when a transaction's status is updated to approved in Rotessa.
Try ItNew Customer
Triggers when a customer is created in Rotessa.
Try ItCustomer Change
Triggers when a customer is updated in Rotessa.
Try ItSelect Rotessa CustomerRequired
Declined Transaction
Triggers when a transaction's status is updated to declined in Rotessa.
Try ItNew Customer With Customer Authorization
Triggers when a customer is created using customer authorization in Rotessa.
Try ItNameRequired
Email
Phone
Customer Unique IdentifierRequired
Customer Type
Authorization Type
Address
City
Province Code
Postal Code
Select customer to UpdateRequired
