1.Catches payment notification
Integrate Webhooks by Zapier and billing webhook tools to receive payment notifications and extract the source reference id to validate invoices.
Set invoice record to Paid or Approved after payment
Automatically validate incoming payment notifications across Webhooks by Zapier and monday.com. Update invoice records to reflect fully paid or approved when totals match, source references resolve, or exceptions are detectedβso you can reconcile billing without manual reconciliation.
How this automation preserves your invoice status
When a payment notification arrives with an invoice reference, mismatches can slow reconciliation and leave records outdated. This automation verifies invoice totals and updates monday.com invoice statusesβso your team can close billing gaps faster.
Webhooks by Zapieror swap with your favorite app
2.Computes and verifies invoice totals
Integrate Code by Zapier and API tools to compute line item totals and differences to generate a verification summary for matching.
Code by Zapieror swap with your favorite app
3.Branches for qualifying records
Integrate Filter by Zapier and rule logic to continue only when totals match and line or contract items exist to reduce false updates.
Filter by Zapieror swap with your favorite app
4.Updates invoice payment status
Integrate monday.com and accounting record workflows to set fully paid or approved status and write totals or exception notes for review.
monday.comor 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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