1.Monitors payment confirmed
Integrate GoCardless, payment monitoring tools, and accounting inputs to detect confirmed payment details for invoice creation.
Create invoice from confirmed bank payment and notify
Automatically monitor payment confirmed events across GoCardless and PostgreSQL. Create and update invoices across Fatture in Cloud and send payer emails via SMTP by Zapier when payment confirmed, payer reference arrives, or charge date postsβso you can issue e-invoices, update payment records, and notify payers without manual invoice work.
How this automation issues e-invoices from confirmed payments
When payment confirmed events arrive, delays can disrupt billing accuracy and accounting close. This automation retrieves payment details, finds or creates client records, and issues e-invoices while updating payment status and notifying payersβso your team can keep ledgers current.
GoCardlessor swap with your favorite app
2.Retrieves payment details
Integrate GoCardless, payment lookup tools, and mapping fields to pull amount, charge date, payer reference, and description.
3.Finds client row
Integrate PostgreSQL and database lookups to search clients by email and map payer contact fields to client records.
PostgreSQLor swap with your favorite app
4.Creates payment record
Integrate PostgreSQL and ledger storage to create a payment record with gross amount, payment date, and pending status.
5.Calculates invoice lines
Integrate Formatter by Zapier, fee calculation rules, and tax basis tools to compute net, fees, and tax-ready invoice fields.
Formatter by Zapieror swap with your favorite app
6.Creates issued document
Integrate Fatture in Cloud and invoicing templates to create the issued e-invoice payload with currency and language.
Fatture in Cloudor 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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