1.Monitors invoice updated event
Integrate Jobber and reconciliation tools to detect invoice updates that matter for paid status and received dates.
Notify finance when an invoice is marked paid
Automatically monitor invoice updates across Jobber and Slack. Create a single finance alert and mark each paid invoice as processedβso you can reconcile billing without manual follow-up.
How this automation protects your paid invoice reconciliation
When paid invoices need confirmation, duplicate checks slow reconciliation and create avoidable billing delays. This automation filters for qualified paid invoices, sends a Slack alert, and sets a processed flagβso your team can reconcile faster.
Jobberor swap with your favorite app
2.Filters to paid qualifying invoices
Integrate Filter by Zapier and invoice data tools to continue only when status is paid and a received date exists.
Filter by Zapieror swap with your favorite app
3.Looks up processed flag by invoice
Integrate Storage by Zapier and database tools to lookup a processed flag using the invoice number key.
Storage by Zapieror swap with your favorite app
4.Filters out already processed invoices
Integrate Filter by Zapier and data validation tools to continue only when the lookup returns no existing flag.
5.Sends alert to billing channel
Integrate Slack and team messaging tools to send an invoice paid alert with amount, payer, and invoice reference.
Slackor swap with your favorite app
6.Sets processed flag for invoice
Integrate Storage by Zapier and key value storage to set a processed flag keyed by invoice number.
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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