1.Detect invoice marked paid
Integrate MC Professional, invoice processing tools, and payment status tracking to start the paid-invoice workflow
Create accounting deposits and invoice PDFs on payment
Automatically monitor invoices marked paid across MC Professional and accounting tools. Create and attach deposit records when invoices are paid, so you can capture payments, generate invoice PDFs, and log bookkeeping rows without manual data entry.
How this automation creates deposit records and invoice PDFs
When invoices are marked paid but receipts stay scattered, bookkeeping delays slow down reconciliations. This automation captures payment and line details, generates invoice PDFs, and creates deposit recordsβso your team can post payments without chasing files.
MC Professionalor swap with your favorite app
2.Create row in worksheet
Integrate Google Sheets and reporting tools to log invoice reference, payment date, and summarized line items for bookkeeping
Google Sheetsor swap with your favorite app
3.Generate template PDF receipt
Integrate Google Docs and document templating to fill payment fields and export an invoice receipt PDF
Google Docsor swap with your favorite app
4.Create deposit record and attach PDF
Integrate QuickBooks Online and accounting records to create a deposit and attach the generated invoice PDF
QuickBooks Onlineor swap with your favorite app
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Explore all invoice processing & management automations
Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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