Saltar al contenido

Add received bank payments to matching invoice records

Automatically monitor new incoming transaction details across bunq and Rentman. Create and update payment records when transactions arrive, invoice numbers extract, or amounts validate—so you can extract references, find invoices, and post payments without manual matching.

How this automation links payments to invoices

When new incoming transactions post, unmatched items can leave invoices unpaid longer. This automation extracts invoice references and matches invoices, then creates payment records in Rentman—so your team can speed up cash application.

  1. 1.Monitor new incoming transaction

    Integrate bunq and transaction data tools to detect new incoming transactions to start invoice payment linking.

    Bunqor swap with your favorite app
  2. 2.Extract numeric invoice reference

    Integrate Formatter by Zapier and text processing tools to extract a numeric invoice reference from the transaction description.

    Formatter by Zapieror swap with your favorite app
  3. 3.Continue only valid payment matches

    Integrate Filter by Zapier and conditional logic tools to continue only when invoice reference and positive amount criteria match.

    Filter by Zapieror swap with your favorite app
  4. 4.Find invoice by extracted reference

    Integrate Rentman and invoice search tools to find the invoice ID by the extracted invoice number.

    Rentmanor swap with your favorite app
  5. 5.Create linked payment record

    Integrate Rentman and payment tracking tools to create a payment record linked to the found invoice.

    Rentmanor swap with your favorite app

Automate your work, your way

Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.

Con la confianza de 3,4 millones de empresas

Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
Campaña activa
Lyft
Flujo web
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable
Calendly
Okta
Zendesk
Dropbox
Asana
Allstate
Airbnb
Campaña activa
Lyft
Flujo web
Canva
Sysco
LA Clippers
Getaround
Grammarly
HelloFresh
Lululemon
Barry's
Hopper
Casper
Hudl
Miro
The New York Times
Ruggable

Related automations

  • Apps: Knack, Filter by Zapier, Xero
    Swap with your favorite apps.

    Add invoice line from new line-item and email customer

    When new line-item records never reach sales invoices, your billing process stalls and collections slow. It updates the invoice, emails the customer, and gets billing staff payment-ready the same day.

  • Apps: Zapier Tables, Formatter by Zapier, Microsoft Excel
    Swap with your favorite apps.

    Add new invoice rows to central accounting workbook

    Your invoice entries sit in separate tables, causing reconciliation gaps and delayed payments. Consolidating rows helps billing clerks reconcile and begin collections before the next billing run.

  • Apps: Xero, Filter by Zapier, Google Sheets, Formatter por Zapier
    Swap with your favorite apps.

    Add new invoices to receivables summary for finance

    Your posted invoices and unpaid drafts can go untracked, leaving receivable records incomplete. Finance can start reconciliation same day when invoice rows appear in your receivables sheet.

  • Apps: Visma eAccounting, Formatter by Zapier, Google Sheets
    Swap with your favorite apps.

    Add new sales invoice rows to cash‑flow forecast sheet

    Your sales invoices aren't logged centrally, delaying cash‑flow visibility and forcing manual reconciliation. Gain same-day cash‑flow visibility and accurate receivables before the next payment run.

  • Apps: Stripe, monday.com
    Swap with your favorite apps.

    Add or update paid invoices in your payments tracker

    You lose client context when invoice payments only live in your payment gateway, delaying reconciliation and delivery handoffs. Keep billing and project leads updated the same day.

  • Apps: Webhooks by Zapier, Formatter by Zapier, Xero, Filter por Zapier
    Swap with your favorite apps.

    Add payment records from incoming invoice notices instantly

    You get invoice notices without posted payments, leaving receivables unreconciled for bookings. Payments are logged to ledger automatically for faster reconciliation before reporting.

  • Apps: Webhooks by Zapier, Formatter by Zapier, Looping by Zapier, Google Sheets, Gmail
    Swap with your favorite apps.

    Add revenue rows from invoice webhooks for billing

    You get invoice webhooks that aren’t captured centrally, leaving billing staff without AR context for reconciliation. Rows are created in a shared revenue sheet so billing can reconcile same day.

  • Apps: QuickBooks Online, Filter by Zapier, Formatter by Zapier, Google Sheets
    Swap with your favorite apps.

    Add sales invoices to project receivables tracking sheet

    Your invoices can miss project tags in finance logs, causing reconciliation delays. They get captured into a central receivables sheet for review and same-day reconciliation.

  • Apps: Salesforce, Filter by Zapier, Sub-Zap by Zapier, Google Sheets
    Swap with your favorite apps.

    Add sales order rows to accounts receivable ledger

    Your CRM outbound order notifications aren't captured centrally, forcing billing to chase details and delaying invoices. Centralize orders into your AR ledger so invoices can be prepared same day.

  • Apps: Zoho Billing, Zapier Tables, Xero, Slack
    Swap with your favorite apps.

    Apply credit notes from billing to accounting records

    Unmatched billing credit notes leave receivables and intercompany balances unclear. Automating allocations and payment entries reconciles ledgers ahead of the next payment run.

  • Apps: Schedule by Zapier, AWS Lambda, Google Sheets, Looping by Zapier, Webhooks de Zapier
    Swap with your favorite apps.

    Apply daily ISS discounts to pending customer invoices

    Your pending invoices miss municipal tax reductions, causing wrong balances and customer confusion. Apply ISS discounts so invoices show correct amounts same day.

  • Explore all invoice-to-cash automations

    Accelerate cash collection with automated payment alerts, invoice updates, and overdue follow-up

    View all

Set up in minutes

Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.

  1. Paso 1

    Connect your tools

    Bring your apps together so information can move automatically between the tools your team already uses.

  2. Paso 2

    Define the trigger

    Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.

  3. Paso 3

    Automate and measure

    Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.

See how teams are automating with Zapier (and loving it!)

Smart Charge America

Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.

David Laderberg, VP of Sales

Remoto

Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.

Marcelo Lebre, Co-Founder

SweepBright

Zapier nos ayuda a cerrar mucho más del 50% de tratos que si no lo haríamos sin él. Es un elemento clave de nuestra estrategia global y, por tanto, de nuestro discurso de ventas.

Raphael Bochner, Fundador y CIO

Digioh

Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.

Rishi Shah, CEO and Co-Founder

Nutria.ai

We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.

Allen Lai, Head of Customer Experience

Superhuman

We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.

Jacob Sirrs, Marketing Operations Specialist

Ready to automate your workflow securely?

Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.