We’re looking for an experienced Make.com automation specialist to help us streamline our Xero invoicing process.
Our business already receives bookings that automatically generate draft invoices in Xero through our existing integration. We now want to automate the next step, ensuring those invoices are automatically approved to “awaiting payment”, Outstanding Invoice sent to customers.
Hello @BigBlueVanuatu , welcome to make.com community, I have worked and have experience with Make.com and l will love to collaborate with you on this you can schedule a call Here and you can checkout my upwork profile Here, for my pastworks and certifications
Hi, @BigBlueVanuatu
I am experienced with Make.com and automating workflows like the Xero invoicing process. With over 2 years of experience and certified expertise in Make.com and automation best practices, I am confident I can help resolve integration challenges effectively. I can help set up the automation to move draft invoices to “awaiting payment” and send outstanding invoices to customers automatically.
Feel free to explore my Fiverr Services and connect on LinkedIn
Looking forward to help you out!
Hello BigBlueVanuatu,
I’m an experienced Make.com automation specialist with a strong focus on streamlining Xero workflows. I understand your current setup where bookings generate draft invoices and can help automate the critical next steps: auto-approving invoices, moving them to “awaiting payment,” and triggering Outstanding Invoice emails to customers seamlessly.
My approach:
– Review and optimize your existing Make.com scenario to ensure reliability and error handling
– Automate invoice approval in Xero via API or native modules
– Set up conditional workflows to send timely Outstanding Invoice reminders
– Test thoroughly to ensure smooth end-to-end automation with minimal manual intervention
Relevant experience:
Automated billing and payment reminders for a SaaS company using Make.com and Xero, reducing manual invoicing by 80%.
Built end-to-end sales-to-invoice automation for an e-commerce client, improving cash flow and customer communication.
I’d love to help you fully automate your invoicing process and reduce operational overhead.
I can help streamline your Xero invoicing process using Make.com. I’ve built multiple accounting automations that approve draft invoices and send them automatically to clients. I’ll design a Make.com scenario that triggers when a draft invoice is created, updates it to “Awaiting Payment,” and sends it to the customer keeping your invoicing process fully automated.
Check my profile: https://www.upwork.com/freelancers/farhana401
Book a quick call:Calendly - Automaxion
Hi @BigBlueVanuatu,
It sounds like your current setup already handles draft invoice creation well — now you just need a reliable Make.com workflow to automatically approve those invoices to “Awaiting Payment” and send them out to customers with proper timing and accuracy.
I’ve built similar Xero automations that:
Approve draft invoices in real time,
Trigger email dispatches with PDF attachments or payment links,
And log activity in Sheets or CRMs for visibility.
We can jump on a quick call to review your current scenario and design the cleanest next-step automation. You can book a call here, or continue securely on my official Fiverr workspaceif preferred.
— Mavin C | Automation & Integration Expert
Hi @BigBlueVanuatu! I would love to help you with this Xero integration. We have already experience in several accounting tools such as QBO and Xero.
We are a small team of make.com experts and have developed plenty of complex integrations. This project should not be a challenge to us.
If you are interested we would love to help you, you can schedule a call in here: https://cal.com/aspirity/discovery or check our website www.aspirity.com
Hi @BigBlueVanuatu,
We’re AgentPowered — a collective of elite automation specialists experienced with Make.com, n8n, Zapier, and full-stack workflow design. Our builders have solved problems like your Xero invoicing process countless times — automating everything from draft creation to payment reminders and reconciliation.
Instead of relying on a single freelancer, you can choose from our network of vetted automation engineers — each with proven experience in accounting, CRM, and operations automation. We’ll match you with the right expert to get your system fully integrated and running hands-free.
If you’d like to explore your options, connect with me on LinkedIn and we can find a time to meet.
Looking forward to helping streamline your workflow
Hey!
I work with AgentPowered, where we connect companies with vetted Make.com Automation and AI Engineers.
All of our builders are reviewed by our team and other engineers to ensure a high-quality standard before being listed in our catalog.
If you’re still looking, we can match you with the right builder this week. Book a meeting below:
Hey @BigBlueVanuatu!
Thanks for sharing your request!
This is a relatively straight-forward Xero automation - you can transition those draft invoices and trigger the email notifications.
Here’s a solution:
Workflow Setup: Xero Watch Invoices (Draft) → Xero Update Invoice → Xero Email Invoice
Key Implementation:
1. Xero - Watch Invoices Module
2. Xero - Update Invoice Status
{{1.InvoiceID}}3. Xero - Send Invoice Email (optional if not auto-sending)
{{1.InvoiceID}}Important Considerations:
Pro Tip: Use a Data Store to track processed invoices and prevent duplicates if the webhook fails.
This is typically a 2-3 hour setup including testing with your live Xero data and ensuring email templates are configured correctly.
Ready to automate this? Let’s get your invoicing running on autopilot:
Make Discovery Session | Flow Digital
Why Flow Digital?
We’re not a “collective” - we’re a dedicated team of business operations strategists and Make certified partners who’ve automated accounting workflows for companies like Cash App, Sodexo, and Discovery. Across our partners like Make, Airtable, etc. we have 100s of 5-star reviews, we don’t just implement automations - we become part of your team to ensure your workflows continue driving efficiency as your business grows.
All the best,
Sam
Sr. Automation Engineer at Flow Digital