1.Monitor new payment events
Integrate Stripe and payment event sources to capture each new payment and pass invoice metadata into your flow.
Update invoice ledger rows from received payments
Automatically monitor new payment events across Stripe and Google Sheets. Create and update reconciled invoice rows when invoice text matches, payer email matches, or payment timestamps formatβso you can record reconciled dates, update payment status, and keep an audit-ready ledger without manual reporting.
How this automation updates your payment ledger
When new payment events arrive, unreconciled transactions can slow month-end close. This automation captures Stripe payments, filters invoice matches, and updates Google Sheets with reconciled dates and payment statusβso your team can keep an audit-ready ledger.
Stripeor swap with your favorite app
2.Continue only for invoice payments
Integrate Filter by Zapier and invoice rules to stop non-invoice transactions and route only matching payments onward.
Filter by Zapieror swap with your favorite app
3.Lookup matching payment row
Integrate Google Sheets and worksheet tools to find the existing row by payer email and return the matched row id.
Google Sheetsor swap with your favorite app
4.Format reconciled payment date
Integrate Formatter by Zapier and date formatting tools to convert the payment timestamp into a DD/MM/YYYY reconciled date.
Formatter by Zapieror swap with your favorite app
5.Update reconciled payment details
Integrate Google Sheets and ledger columns to update the matched row with reconciled date, payment status, and amount.
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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
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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