1.Captures new payment details
Integrate Stripe and payment processing tools to capture payment id and gross amount for reconciliation.
When new payments are received, delays can stall reconciliation and increase posting errors. This automation captures payment details, parses invoice references, finds invoices, computes fee amounts, and creates payment, fee expense, and deposit linesβso your team can reconcile same day.
Integrate Stripe and payment processing tools to capture payment id and gross amount for reconciliation.
Integrate Code by Zapier and mapping logic to extract the invoice reference from invoice URL or metadata.
Integrate PaintScout and invoice matching tools to search invoices by the parsed invoice reference.
Integrate Formatter by Zapier and calculation logic to compute merchant fee, convenience fee, and net amounts.
Integrate QuickBooks Online and accounting automation tools to post payment, fee expense, and deposit lines for reconciliation.
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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