1.Monitors new paid order
Integrate Shopify, ecommerce checkout tools, and order tracking to capture paid order details and to trigger invoice creation.
Shopifyor swap with your favorite appCreate and post paid order invoice to accounting
Automatically monitor new paid order events across Shopify and Evoliz. Create and update client, invoice, and payment records when paid orders complete, totals finalize, or order dates arriveβso you can reconcile faster without manual reconciliation.
How this automation accelerates invoice reconciliation
When new paid orders come in, delays can break same day reconciliation. This automation formats net amounts, creates client and invoices, and records paymentsβso your team can match orders to accounting faster.
2.Calculates net amount and date
Integrate Formatter by Zapier, spreadsheets tools, and date formatting to compute net amounts and to format document dates.
Formatter by Zapieror swap with your favorite app
3.Finds or creates client
Integrate Evoliz, customer matching tools, and contact lookup to find clients and to create missing client records.
Evolizor swap with your favorite app
4.Creates invoice from order
Integrate Evoliz, billing tools, and invoice templates to create an invoice from the order and to attach client IDs.
5.Records payment against invoice
Integrate Evoliz and accounting posting tools to record invoice payments and to apply totals to the right invoice.
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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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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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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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