Accounts payable templatesAutomate supplier invoice replies with Xero
Suppliers want to know their invoice arrived and when it will be paid. Modern replies from your AP inbox in Outlook with the status and scheduled payment date from Xero, so your team stops answering the same question.
TriggerWhen a supplier emails ap@
Steps5 steps, from trigger to sign-off
ControlAP lead approves replies about missing, disputed or overdue bills
Free to start. No card needed.
When a supplier emails ap@The instruction
“When a supplier emails ap@ with an invoice or asks about a payment, find the bill in Xero. Reply with whether we have it, its approval status and the planned payment date. If we cannot find the bill, ask the supplier for a copy. Send replies about missing, disputed or overdue bills to the AP lead to approve first.”
Works with every major ERP
- +100 more
How it runs
5 steps from trigger to sign-off
- 01
Read the email
Picks up invoices and payment questions sent to ap@ in Outlook.
Outlook - 02
Find the bill
Looks up the bill by supplier, invoice number and amount, with its status and due date.
Xero - 03
Draft the reply
Writes a short answer with the status and planned payment date, in your tone.
Modern - 04
Approve sensitive replies
Replies about missing, disputed or overdue bills go to the AP lead before sending.
Slack - 05
Send and log
Sends the reply from ap@ and notes it on the bill in Xero.
Outlook
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FAQs
Acknowledge supplier invoices and queries: FAQs
Can’t find what you’re looking for? Send us a message and a person on the team will answer.
Only dates already set in Xero, such as the due date or a scheduled batch payment. If there is no date, it says the bill is being processed.
Modern checks the inbox for the original email. If it cannot find the bill, it asks the supplier for a copy and lets the AP team know.
Yes. Modern can read a Gmail or Outlook inbox and look up bills in QuickBooks, NetSuite, Sage or Xero.