1.Detect new payments
Integrate QuickBooks Online and accounting tools to capture payment details to update the source invoice fields.
Update invoice number and email client on payment
Automatically monitor new payments across QuickBooks Online and payment-adjacent tools. Send updated invoice PDFs when new payments posts, invoice references attach, or payment dates change—so you can assign invoice numbers, update invoice dates, and email invoices without manual billing updates.
How this automation accelerates invoice-to-cash
When new payments post late or inconsistently, invoices can be numbered wrong and delayed in the billing cycle. This automation looks up contacts and increments invoice sequences and updates invoices and emails updated PDFs—so your team can reduce manual billing updates.
QuickBooks Onlineor swap with your favorite app
2.Lookup client contact
Integrate Google Sheets and contact mapping tools to match the payment identifier and assign the recipient email.
Google Sheetsor swap with your favorite app
3.Increment invoice sequence
Integrate Zapier Tables and sequence tracking to increment the invoice counter and output the next invoice number value.
Zapier Tablesor swap with your favorite app
4.Update invoice details
Integrate QuickBooks Online and invoice fields to update the invoice date, due date, and invoice number from the payment.
5.Send invoice email
Integrate Gmail and document delivery tools to send the updated invoice PDF to the mapped recipient email.
Gmailor 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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