1.Detect new payment
Integrate QuickBooks Online and accounting tools to detect new payment events and trigger updates to mark paid invoices.
Mark invoice payments and update session fees sheet
Automatically capture new payments in QuickBooks Online across Salesforce, Formatter by Zapier, and Google Sheets. Create and update when invoice reference matches session invoices, session invoice line descriptions appear, or qualifying payment postsβso you can update billing status, refresh session fee rows, and calculate commissions without manual reconciliation.
How this automation marks paid sessions faster
When new payments arrive without a clear session invoice match, billing status and session fees can lag behind reality. This automation filters qualifying payments, formats payment dates, updates session fee rows, and updates the related billing recordβso your team can reconcile faster.
QuickBooks Onlineor swap with your favorite app
2.Validate session invoice match
Integrate Filter by Zapier and payment validation logic to continue only for payments that reference session invoices to avoid irrelevant rows.
Filter by Zapieror swap with your favorite app
3.Find billing record by invoice
Integrate Salesforce and invoice databases to find the existing Billing record and map invoice reference fields for updates.
Salesforceor swap with your favorite app
4.Format payment and coach dates
Integrate Formatter by Zapier and date calculations tools to format the client payment date and compute the coach payment date.
Formatter by Zapieror swap with your favorite app
5.Update session fee row
Integrate Google Sheets and spreadsheet reporting to lookup the session fee row and update payment date, amount, and commission fields.
Google Sheetsor swap with your favorite app
6.Update billing status to paid
Integrate Salesforce and CRM workflows to set invoice status to Paid and update client payment date and payment amount.
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Accelerate cash collection with automated invoice follow-ups, payment tracking, and account updates
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