Stop delivering unbilled work and reduce overdue receivables by 40% with a consistent, automated hold process.
~45 min
Saved / wk
Medium
Setup
No AI
AI
When an invoice in Xero reaches 14 days past due, Make automatically sets the related Asana project to 'On Hold' and sends a Slack message to the account manager so they can decide next steps. You stop doing work for clients who haven't paid — without anyone having to remember to check.
~45 min
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect Xero, Asana, and Slack to Make.
Step 2: Add a custom field in Xero contacts that stores the linked Asana project ID for each client.
Step 3: Set a Make scheduled trigger to run daily and pull invoices from Xero that are 14+ days past due.
Step 4: Use Make to look up the Asana project ID from the Xero contact and set the project status to 'On Hold'.
Step 5: Send a Slack message to the account manager listing the client name, invoice amount, and days overdue.
Step 6: Add a Make step to update the invoice in Xero with an internal note so the finance team sees the hold was triggered.
Step 7: Test end-to-end with a test invoice and confirm both the Asana status change and Slack alert fire correctly.
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