1.Captures new invoice events
Integrate Square and invoice event data to capture invoice status, title, invoice reference, created date, and recipient email.
Set subscriber status and invoice reference on payments
Automatically capture Square invoice events across subscription billing. Update subscription records when invoice created, invoice updated, or invoice status changesβso you can set subscribed status, write invoice references, and keep reconciliation records current without manual reconciliation.
How this automation protects subscription billing accuracy
When subscription invoice events arenβt matched to the right subscription record, paid items get mis-stated and reconciliation slows. This automation captures invoice details, filters to subscription charges, and updates the Subscriptions table based on invoice statusβso your team keeps billing records accurate.
Squareor swap with your favorite app
2.Filters subscription invoice titles
Integrate Filter by Zapier and routing rules to continue only when the invoice title includes the subscription keyword.
Filter by Zapieror swap with your favorite app
3.Finds the matching subscription
Integrate Zapier Tables and mapping fields to find the Subscriptions table record by recipient email.
Zapier Tablesor swap with your favorite app
4.Updates subscription by invoice status
Integrate Paths by Zapier and Zapier Tables to update subscribed state and write or clear invoice reference fields.
Paths by Zapieror swap with your favorite app
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Accelerate payment reconciliation with automated payment matching, exception routing, and ledger updates
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Step 1
Connect your tools
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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