1.Detects new record id trigger
Integrate Sub-Zap by Zapier to capture the incoming record id and trigger downstream invoice creation.
Create and send sales invoices from payment records
Automatically process completed payment records across Zapier Tables and Holded when a Sub-Zap by Zapier receives a record id. Create and send invoices and update payment postings—so you can reduce manual invoicing, prevent missed billing steps, and notify finance fast without manual reporting.
How this automation posts sales invoices from payments
When a new record id arrives, delays can stall invoicing and cash collection. This automation finds the source record, filters qualifying payments, and uses Holded to create contacts, post invoices, and send them to the customer—so your team can close invoices faster.
Sub-Zap by Zapieror swap with your favorite app
2.Finds the source record
Integrate Zapier Tables and record lookup tools to find the source record and to map billing fields to invoice inputs.
Zapier Tablesor swap with your favorite app
3.Filters qualifying billing payments
Integrate Filter by Zapier and validation rules to continue only when billing fields exist and payment is completed.
Filter by Zapieror swap with your favorite app
4.Finds or creates a contact
Integrate Holded and CRM contact matching to map customer details and to create a new client when no match is found.
Holdedor swap with your favorite app
5.Creates invoice and records payment
Integrate Holded and accounting posting to create the invoice and to record the settled payment amount when it matches totals.
6.Sends invoice to customer
Integrate Holded and email delivery tools to send the created invoice to the customer and optionally notify finance.
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