1.Detect new paid invoice
Integrate Stripe, billing events, and invoice webhooks to trigger invoice processing on paid invoices.
Create paid invoice records and archive PDFs by date
Automatically monitor new paid invoices across Stripe, Google Drive, and Google Sheets. Create and update paid invoice records when invoices are paid, PDFs are available, or subscription invoices are detectedβso you can archive PDFs, add ledger rows, and update next-billing dates without manual reconciliation.
How this automation archives paid invoice documents and updates billing
When new paid invoices arrive, delayed archiving and ledger updates slow monthly close. This automation formats invoice fields and uploads PDFs and writes ledger rows and updates next-billing datesβso you can post and prepare faster.
Stripeor swap with your favorite app
2.Formats invoice fields
Integrate Formatter by Zapier, date parsing tools, and currency formatting to map invoice fields for storage.
Formatter by Zapieror swap with your favorite app
3.Generate PDF filename and folder data
Integrate Code by Zapier and PDF handling tools to enrich naming and download PDF details.
Code by Zapieror swap with your favorite app
4.Uploads invoice PDF by date folders
Integrate Google Drive, folder organization tools, and file upload to store the PDF in year, quarter, and month folders.
Google Driveor swap with your favorite app
5.Add ledger row for payment
Integrate Google Sheets and spreadsheet tables to add a ledger row with payment, customer, and document link details.
Google Sheetsor swap with your favorite app
6.Update subscription next-billing date
Integrate Google Sheets and customer records to update next-billing dates for matching subscription invoices.
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Accelerate invoice processing with automated invoice capture, approval routing, and payment updates
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