1.Triggers on new charge
Integrate Stripe and payment webhooks to start the flow when a new charge is created.
Create invoice and post payment from online charge
Automatically monitor new charge events across Stripe, QuickBooks Online, and Zapier Tables. Create and update when payments post, customer emails match, or SKUs resolve—so you can generate invoices, apply payments, and reconcile records without manual reconciliation work.
How this automation accelerates invoice-to-cash reconciliation
When new charges arrive, delays can break the invoice-to-cash timeline and slow down reconciliation. This automation formats payment references, looks up customers and SKUs, and creates invoices with applied payments—so your team can close the books faster.
Stripeor swap with your favorite app
2.Truncates payment reference
Integrate Formatter by Zapier and data formatting to shorten the payment reference for invoice numbering.
Formatter by Zapieror swap with your favorite app
3.Selects customer email
Integrate Code by Zapier and metadata parsing to choose the email used for customer lookups.
Code by Zapieror swap with your favorite app
4.Finds or creates customer
Integrate QuickBooks Online and accounting lookups to match the chosen email and create a customer if needed.
QuickBooks Onlineor swap with your favorite app
5.Looks up item SKU
Integrate Zapier Tables and mapping tables to resolve the correct item SKU for the invoice line item.
Zapier Tablesor swap with your favorite app
6.Creates invoice and applies payment
Integrate QuickBooks Online and invoicing tools to create the invoice and record the payment applied to it.
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Explore all invoice-to-cash automations
Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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