1.Catches incoming payment request
Integrate Webhooks by Zapier and API tools to receive the incoming payment request payload and map invoice fields.
Send proforma invoice with scan-and-pay QR to client
Automatically catch incoming payment requests across Webhooks by Zapier and format invoice dates. Automatically create and update proformas, generate scan and pay QR images, and email PDF invoices with Drive QR links—so you can avoid manual invoicing and follow-up.
How this automation sends proforma invoices faster
When incoming payment requests arrive, delays can stall cash collection and overwhelm finance. This automation formats invoice data, generates and stores scan and pay QR images, and emails proforma invoices automatically—so your team can bill faster.
Webhooks by Zapieror swap with your favorite app
2.Formats invoice date
Integrate Formatter by Zapier and document templating tools to format the timestamp and map it into the invoice date field.
Formatter by Zapieror swap with your favorite app
3.Gets payment QR image
Integrate Webhooks by Zapier and endpoint tools to call your payment QR generator with amount, currency, and reference.
4.Uploads QR image file
Integrate Google Drive and file storage tools to upload the QR image and create a shareable link.
Google Driveor swap with your favorite app
5.Creates proforma PDF from template
Integrate Google Docs and doc templating tools to create a proforma, export a PDF, and produce a shareable PDF link.
Google Docsor swap with your favorite app
6.Sends proforma invoice email
Integrate Microsoft Outlook and email delivery tools to send the PDF and include the Drive QR link in the message body.
Microsoft Outlookor swap with your favorite app
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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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