1.Monitor new paid invoice
Integrate Stripe, payment systems, and webhook triggers to detect paid invoice events and surface invoice reference details.
Create paid invoice record and email client copy
Automatically monitor paid invoice events across Stripe and FreshBooks. Create and update paid invoice records when payment clears, invoice reference matches, or paid invoice postsβso you can generate PDFs, create invoices, and email clients without manual bookkeeping and reconciliation.
How this automation creates paid invoice records
When a payment clears but accounting invoices are not created right away, bookkeeping can lag and reporting gets messy. This automation finds the paid invoice in Stripe, creates or updates the client in FreshBooks, generates a paid invoice PDF, and emails it to the clientβso your team can post accurately.
Stripeor swap with your favorite app
2.Find Stripe invoice details
Integrate Stripe and invoice lookups to retrieve paid invoice details and to surface customer email, line items, and totals.
3.Find or create FreshBooks client
Integrate FreshBooks and client matching tools to map email and customer fields so you can continue with qualifying records.
FreshBooksor swap with your favorite app
4.Create and mark invoice paid
Integrate FreshBooks and invoicing tools to create an invoice with mapped lines and totals and mark it paid.
5.Send invoice email to client
Integrate SMTP by Zapier and email delivery tools to send a receipt email with the created invoice PDF attached.
SMTP by Zapieror swap with your favorite app
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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