1.Monitor new refund events
Integrate Stripe to receive the new refund event and capture refund amount, refund ID, billing email, and charge description.
Create refund invoices from returned payments into accounting
Automatically capture new refund events from Stripe and map refund details across payment operations in your accounting stack. Create and update matching refund invoices and line items when refund amount, refund ID, or billing email arrivesβso you can reconcile faster, attach context, and reduce manual invoicing without manual reconciliation.
How this automation creates refund invoices for accounting
When refunds are issued but invoices lag behind, reconciliation breaks and accounting records stay incomplete. This automation captures new refund events in Stripe, cleans and looks up context, and creates and posts refund invoices in Fortnoxβso your team can reconcile with confidence.
Stripeor swap with your favorite app
2.Clean charge description and build lookup
Integrate Formatter by Zapier and data cleaning tools to clean the charge description and produce a lookup-friendly project title.
Formatter by Zapieror swap with your favorite app
3.Find matching project record
Integrate Zapier Tables and customer matching tools to find your projects record using the cleaned lookup key and billing email.
Zapier Tablesor swap with your favorite app
4.Create and post refund invoice
Integrate Fortnox and accounting tools to create invoice records, add refund line items, and bookkeep and post for reconciliation.
Fortnoxor swap with your favorite app
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Step 1
Connect your tools
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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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