1.Captures each submitted invoice
Integrate Cognito Forms and form capture tools to create a new invoice entry for billing tracking.
Add submitted invoices to billing tracker for project teams
Automatically monitor new invoice form entries across Cognito Forms and Google Sheets. Create and update when invoice reference matches, repeat submissions arrive, or amounts are providedβso you can create tracker rows, update duplicates, and mark entries processed without manual reconciliation.
How this automation updates your billing tracker fast
When invoice form entries arrive in Cognito Forms, delays can cause billing misses and duplicate work. This automation creates and updates billing tracker rows and marks form entries as processedβso your team can reconcile invoices the same day.
Cognito Formsor swap with your favorite app
2.Creates a billing tracker row
Integrate Google Sheets and worksheet workflows to create a row and map invoice fields to tracker columns.
Google Sheetsor swap with your favorite app
3.Finds or creates matching row
Integrate Google Sheets and data validation tools to find an invoice reference match and update or create the row.
4.Updates form entry as processed
Integrate Cognito Forms and workflow status tracking to set a processed flag and store the submission marker.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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