1.Detects new paid customer invoice
Integrate Pennylane to capture paid invoice reference and payment timestamp for downstream recording.
Create paid invoice records in your client finance table
Automatically monitor new paid customer invoices across Pennylane and Airtable. Automatically create and enrich finance rows when invoices mark paid, invoice reference updates, or payment timestamps changeβso you can retrieve details, link clients, and record payment dates without manual invoice entry.
How this automation records paid invoices in your finance table
When paid invoices arrive but finance tables stay out of date, reporting lags and reconciliation takes longer. This automation monitors paid invoice events, retrieves invoice details, matches clients, and creates payment records in Airtableβso your team can post cleared payments fast.
Pennylaneor swap with your favorite app
2.Retrieves invoice details
Integrate Pennylane and data mapping tools to retrieve invoice details to fill invoice reference, amount, and paid at.
3.Finds matching client record
Integrate Airtable and database lookup tools to match the invoice customer identifier to your client ID field.
Airtableor swap with your favorite app
4.Creates finance payment record
Integrate Airtable and finance tables tools to create a new payment row with client link, invoice number, amount, and payment date.
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