1.Detect new payment in Invoice Ninja
Integrate Invoice Ninja and payment tracking tools to find invoice details by invoice identifier and trigger downstream posting.
Create payment record and sales receipt from payments
Automatically monitor new payments in Invoice Ninja and pull invoice details across Airtable and QuickBooks Online. Create and update payment records and sales receipts when payment received, invoice ID provided, or transaction reference created—so you can post faster without manual reconciliation.
How this automation accelerates cash collection
When new payments arrive, delays in posting receipts can cause payment records to stay out of date. This automation finds the source invoice, creates a payment record, posts a sales receipt, and updates the payment row—so your team can close the books with confidence.
Invoice Ninjaor swap with your favorite app
2.Lookup invoice record in Airtable
Integrate Airtable, database lookups, and invoice tables to find invoice records and retrieve the linked student or registration ID.
Airtableor swap with your favorite app
3.Create payment record in Airtable
Integrate Airtable and database fields to create a new payment row with amount, date, reference, and linked ID details.
4.Create sales receipt in QuickBooks Online
Integrate QuickBooks Online and accounting records to find or create the customer and generate a sales receipt with payment totals.
QuickBooks Onlineor swap with your favorite app
5.Update payment row with receipt number
Integrate Airtable and accounting status tracking to write the sales receipt number to the payment row and mark it posted.
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Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up
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