1.Detect successful sale and payment event
Integrate PayPal to capture successful sale details and to trigger invoice processing from incoming payments.
Create issued invoice and ledger entry from payment
Automatically monitor successful PayPal sales across invoicing and accounting apps. Create and send issued invoices and ledger rows when payments clear—so you can reduce bookkeeping follow-up, keep invoices paid correctly, and reconcile transactions without manual reconciliation work.
How this automation keeps your ledger current
When successful PayPal sales arrive, invoice and ledger rows can lag behind, causing reconciliation delays. This automation formats payment data and enriches client records, then creates issued invoices, sends e-invoices, and appends primanota ledger rows—so your team can close the books faster.
PayPalor swap with your favorite app
2.Formats payment date and amounts
Integrate Formatter by Zapier, data transformation tools, and mapping rules to normalize payment dates and amounts for invoice creation.
Formatter by Zapieror swap with your favorite app
3.Finds client record by payer email
Integrate Zapier Tables, client database tools, and tax data sources to match the payer email and retrieve fiscal fields.
Zapier Tablesor swap with your favorite app
4.Creates issued invoice and marks paid
Integrate Fatture in Cloud, invoicing tools, and document records to create an issued invoice and mark it as paid.
Fatture in Cloudor swap with your favorite app
5.Sends the e-invoice document
Integrate Fatture in Cloud, e-invoice delivery tools, and company settings to transmit the electronic invoice using the document ID.
6.Appends primanota ledger reconciliation row
Integrate Google Sheets, spreadsheet reconciliation tools, and finance categories to add a primanota row for ledger tracking.
Google Sheetsor swap with your favorite app
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