1.Monitor payment paid out
Integrate GoCardless to detect payment paid out events and start reconciliation for settled payments.
Match incoming bank payments to invoice records instantly
Automatically watch GoCardless payment paid out events across Zapier finance apps. Create and update invoice records when settlement confirms, so you can post payments, reconcile faster, and alert billing without manual follow-up or spreadsheet work.
How this automation accelerates reconciliation for paid invoices
When GoCardless payment paid out events happen, delays can stall revenue recognition and create costly manual reconciliation. This automation matches invoice records and posts payments and updates status or emails billingβso you can reconcile faster.
GoCardlessor swap with your favorite app
2.Wait for settlement delay
Integrate Delay by Zapier and timing tools to wait 5 hours for settlement confirmation.
Delay by Zapieror swap with your favorite app
3.Find matching invoice record
Integrate Zapier Tables and invoice tables to look up the linked invoice record by customer reference and amount.
Zapier Tablesor swap with your favorite app
4.Branch on matching invoice
Integrate Paths by Zapier to continue only when a matching invoice record was found for qualifying records.
Paths by Zapieror swap with your favorite app
5.Post payment to accounting API
Integrate Webhooks by Zapier and accounting tools to POST payment amount and allocation details to your accounting API.
Webhooks by Zapieror swap with your favorite app
6.Update invoice record to paid
Integrate Zapier Tables and record updates to update the matched invoice status and clear linked customer reference fields.
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Explore all payment reconciliation automations
Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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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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