Billing & payments
The invoice the customer is asking about.
For businesses that invoice rather than take card payments, the same need: which invoice, what is on it, and has it been paid.
What connects
A read connection to contacts, invoices, credit notes and payments.
What crosses the boundary
- Received: invoices with line detail, payment status and dates.
- Received: credit notes and outstanding balance.
- Received: contact matching, to link a sender to an account.
- Sent: nothing. Corrections are raised as internal actions.
What this lets you do
- Show the exact invoice a customer is disputing, with its lines.
- Confirm payment status without opening the accounting system.
- Answer questions about a VAT number or an address on an invoice.
- Raise a corrected-invoice action with the original attached.
Setting it up
- 1Authorise the organization with read scopes.
- 2Map customers to Xero contacts.
- 3Choose which invoice fields are shown to agents.
- 4Verify a known invoice appears correctly.
Permissions
Read on contacts, invoices, credit notes and payments. No write access to the ledger, no access to bank feeds, payroll or the general ledger beyond sales.
What you can ask once this is connected
- “Which invoice is this customer asking about?”
- “Has invoice 1844 been paid?”
- “What is outstanding on this account?”
Where it stops
Read-only. Resolivo will not raise, edit, void or credit an invoice — a corrected invoice is an internal action for whoever owns the ledger, and the correction happens there.
Billing & payments
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