1.Monitors new payment received
Integrate QuickBooks Online and accounting workflows to map invoice number and customer name and trigger invoice payment handling.
Move paid invoices to Paid ledger and notify team
Automatically monitor new payment received in QuickBooks Online across accounting and invoice workflow apps. Create and update when payments arrive, then compute profit share, move invoices to paid ledger, and notify staff without manual follow-up.
How this automation updates your paid ledger
When new payment received, unpaid entries linger and AR work piles up. This automation calculates profit share and updates your Paid and Unpaid rows and notifies staff—so your team can close the loop faster.
QuickBooks Onlineor swap with your favorite app
2.Calculates profit share for payment
Integrate Formatter by Zapier and math tools to compute a 10% profit share from the payment amount to prepare message variables.
Formatter by Zapieror swap with your favorite app
3.Looks up matching AR unpaid row
Integrate Google Sheets and spreadsheets to match the invoice number to the Unpaid worksheet row and load it for reuse.
Google Sheetsor swap with your favorite app
4.Creates row in Paid worksheet
Integrate Google Sheets and spreadsheets to write a Paid worksheet row, set status to Paid, and include payment date and profit share.
5.Deletes row from Unpaid worksheet
Integrate Google Sheets and spreadsheets to remove the prior Unpaid worksheet entry by the lookup row identifier.
6.Sends channel and DM alerts
Integrate Slack and team messaging to post customer and invoice details plus profit share in a channel and send a DM.
Slackor swap with your favorite app
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