1.New payment trigger
Integrate Invoice Ninja and invoice lookup tools to detect a new payment and trigger logging to your systems.
Create payment records and log paid invoices centrally
Automatically monitor new payments in Invoice Ninja across Invoice Ninja, Google Sheets, Airtable, and Formatter by Zapier. Create and update payment records when new payment arrives, invoice reference matches, or payment method codes appearβso you can centralize entries, reduce reconciliation gaps, and report on paid invoices without manual paperwork.
How this automation logs paid invoices centrally
When new payments hit Invoice Ninja, delays can cause messy books and missed follow-through. This automation looks up payment methods, finds matching invoices, and creates records in Google Sheets and Airtableβso your team can keep payment data audit-ready.
Invoice Ninjaor swap with your favorite app
2.Lookup payment method
Integrate Formatter by Zapier and lookup tables to translate payment method codes into readable method labels.
Formatter by Zapieror swap with your favorite app
3.Find invoice by reference
Integrate Invoice Ninja and invoice search tools to pull invoice number and line item summary by invoice reference.
4.Create spreadsheet payment row
Integrate Google Sheets and reporting templates to create a row for each paid invoice with amount, method, and notes.
Google Sheetsor swap with your favorite app
5.Create Airtable payment record
Integrate Airtable and database fields to create a payment record with date, invoice reference, amount, method, and remarks.
Airtableor swap with your favorite app
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Accelerate payment workflows with automated transaction routing, reconciliation updates, and payout alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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