1.Button clicked on invoice record
Integrate Zapier Tables and invoice records to detect a button click and start the payment workflow for invoice reconciliation.
Collect payments from invoice button and update records
Automatically detect invoice button clicks across Zapier Tables. Create and update when invoice details load, mandate records are found, or payments are created—so you can create payment requests, record payment IDs, and update invoice status without manual reconciliation.
How this automation protects your cash collection
When invoice details are requested from a button click, reconciliation delays can stall cash collection. This automation gets invoice details, creates payments, and updates the originating invoice record—so your team can post payments fast and accurately.
Zapier Tablesor swap with your favorite app
2.Gets invoice details from API
Integrate Webhooks by Zapier, invoicing tools, and reporting systems to retrieve invoice amounts and references to map payment details.
Webhooks by Zapieror swap with your favorite app
3.Finds matching partner record
Integrate Zapier Tables, Partner table lookups, and data mapping to find the right mandate or customer ID to connect payer info.
4.Creates payment request
Integrate GoCardless, payment request tools, and mandate data to create a payment request to charge the customer.
GoCardlessor swap with your favorite app
5.Updates invoice with payment status
Integrate Zapier Tables and invoice record fields to write payment ID and status back to the invoice to finalize reconciliation.
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Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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Define the trigger
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