We’re using a Zap on Xero → New Payment and then sending data to our system via Webhook by Zapier. We can successfully fetch the invoice PDF for the related invoice, but we can’t find a way to fetch a payment/transaction receipt PDF for the payment itself.
Context
Trigger: Xero “New Payment”
Goal: Save the payment receipt PDF to our system (not the invoice PDF)
What works: Using the InvoiceID to retrieve the invoice PDF
Hey
You may want to look into other triggers or action to give you the payment receipt pdf. Here is the link for Xero integration in Zapier- https://zapier.com/apps/xero/integrations
You can try using Find Payment action to see if it can give you your desired pdf.
If they don’t work, you have to look Xero API here- https://developer.xero.com/documentation/api/accounting/overview to see if it can fetch the payment/transaction receipt PDF. After that you can use an API request action in Zapier to do a POST, GET or PUT request to the API. Here is a helpful article about API request in Zapier- https://help.zapier.com/hc/en-us/articles/12899607716493-Create-an-API-Request-action. I know this can get a bit more technical and complex but if its important for you, you can give this approach a try. Hope it helps!
Hi there
Keep us posted on how you get on! 🙂
Thanks for the suggestions! Unfortunately it didn’t work for me, so I ended up using custom Word templates instead.
Xero’s API doesn’t give a payment receipt PDF, probably?
No worries
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