Create new Moon Invoice invoices for new Square payments
Stay on top of your finances with this efficient workflow between Square and Moon Invoice. When a new payment is processed in Square, an invoice is promptly created in the Moon Invoice app, ensuring all your financial records remain current and streamlining your invoicing process. Let this automation manage your bookkeeping tasks while you focus on growing your business.
Stay on top of your finances with this efficient workflow between Square and Moon Invoice. When a new payment is processed in Square, an invoice is promptly created in the Moon Invoice app, ensuring all your financial records remain current and streamlining your invoicing process. Let this automation manage your bookkeeping tasks while you focus on growing your business.
- When this happens...New Payment
Triggers when a new payment is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!Create New Invoice
Create new invoice to MI application.
ActionWriteCreate a new record or update an existing record in your app.
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New Appointment
Triggers when a new appointment is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Customer
Triggers when a new customer is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planLocationRequired
Order Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Inventory Change TypeRequired
LocationRequired
Catalog ObjectRequired
QuantityRequired
Ignore unchanged counts
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Order IDRequired
Customer IDRequired
Accepted Payment MethodsRequired
Payment due dateRequired
Tipping enabled
Invoice title
Invoice number
Description
Delivery methodRequired
Scheduled at
Date of sale
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PaymentRequired
Refund amount
Reason
Team member
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Help Text
LocationRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Field Help
Email Address
Phone Number
Reference ID
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Text Filter
Location
ActionThis is an event a Zap performs.SearchFind existing data in your appField Help
Email Address
Phone Number
Reference ID
First Name
Last Name
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCreate Contact
Triggers when a new contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Estimate
Triggers when new estimate create.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Invoice
Triggers when new invoice create.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Product
Triggers when a new product is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Task
Triggers when a new task created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Company NameRequired
StatusRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Invoice
Triggers when a invoice is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Task
Triggers when a task updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
CustomerRequired
Credit Note Number
Currency
Date
Sub Title
Billing Street1
Billing Street2
Billing City
Billing State
Billing Country
Billing Zip
Shipping Street1
Shipping Street2
Shipping City
Shipping State
Shipping Country
Shipping Zip
Items Name
Quantity
Item Rate
Discount
Total Amount
Item Note
Tax
Item Type
Task name
Quantity
Rate
Discount
Amount
Task Notes
Tax
Tax Type
Terms & Conditions
Notes
Sub Total
Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Expense No.
Service TypeRequired
VendorRequired
Currency Code
Date
Expense Amount
Shipping Cost
Is Recurring
Recurring Interval
Recurring Up to
Description
Total Amount
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
Invoice UniqueidentifierRequired
AmountRequired
DateRequired
Type
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
NameRequired
Default Project / Customer Rate
Unit Type
Default Quantity
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
Date
TimeLog
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
UniqueidentifierRequired
Company NameRequired
First NameRequired
Last NameRequired
Email
Mobile
Home Phone
Business Phone
Reg No.
Fax
Tax ID
Billing Street 1
Billing Street 2
Billing Zip
Billing City
Billing State
Billing Country
Shipping Street 1
Shipping Street 2
Shipping Zip
Shipping City
State
Shipping Country
Currency
Hourly Rate
Notes
Payment Reminder
Contact Type
Service Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
Customer Company NameRequired
Invoice No.Required
Currency
Date
Due Date
Sub Title
PO
Shipping Method
Shipping Cost
Billing Street1
Billing Street2
Billing City
Billing State
Billing Country
Billing Zip
Shipping Street1
Shipping Street2
Shipping City
Shipping State
Shipping Country
Shipping Zip
Items Name
Quantity
Item Rate
Discount
Discount Type
Total Amount
Item Note
Task name
Hours
Rate
Discount
Discount Type
Amount
Task Notes
Terms & Conditions
Notes
Deposite
Sub Total
Discount
Total
If Invoice is not available then create new one?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.UniqueidentifierRequired
CompanyRequired
Service TypeRequired
Project NameRequired
Customer Company Name
Default Customer Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompanyRequired
Project NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
LocationRequired
Team Member IDRequired
Customer IDRequired
Date and Time of AppointmentRequired
Appointment Service IDRequired
Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LocationRequired
Customer ID
External Identifier
Buyer Email Address
Payment TypeRequired
Payment Note
QuantityRequired
AmountRequired
CurrencyRequired
Line Item Name
Catalog Item Variation ID
Pickup
Display Name
Carrier
Expected Ship Date/Time
Shipping Note
Fulfillment Email Address
Phone number of the fulfillment recipient
Address Line 1
Address Line 2
State
County
Country
City
Postal Code
Discount Type
Name
Percentage
Amount Discounted
Discount Currency
Name
Percentage
Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
GroupRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IDRequired
First Name
Last Name
Email Address
Phone Number
Country
Street Address
Apt./Suite
City
State
ZIP
Other
Company
Nickname
Reference ID
Birthday
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Order by ID
This action retrieves the details of a specific order from Square using the order ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer Id
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
ActionThis is an event a Zap performs.SearchFind existing data in your appLocationRequired
Field Help
Customer
Fulfillment State
Status
Customer ID
External Identifier
Source
Ticket Name
Quantity
Amount
Currency
Catalog Item Variation ID
Note
Unique Identifier
Amount Discounted
Amount Discounted Currency
Name
Percentage
Type
Unique Identifier
Name
Percentage
Type
Unique Identifier
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCreate Expense
Triggers when new expense create.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Payment
Triggers when new payment create.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create Project
Triggers when a new project created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Create TimeLog
Triggers when new timelog create.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Contact
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Update Product
Triggers when a product is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CompanyRequired
Company NameRequired
First NameRequired
Last NameRequired
Email
Mobile
Home Phone
Business Phone
Reg No.
Fax
Tax ID
Billing Street 1
Billing Street 2
Billing Zip
Billing City
Billing State
Billing Country
Shipping Street 1
Shipping Street 2
Shipping Zip
Shipping City
State
Shipping Country
Currency
Hourly Rate
Notes
Payment Reminder
Contact Type
Service Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
Customer Company NameRequired
Estimate No.Required
Currency
Date
Sub Title
PO
Shipping Method
Shipping Cost
Billing Street1
Billing Street2
Billing City
Billing State
Billing Country
Billing Zip
Shipping Street1
Shipping Street2
Shipping City
Shipping State
Shipping Country
Shipping Zip
Items Name
Quantity
Item Rate
Discount
Discount Type
Total Amount
Item Note
Task name
Hours
Rate
Discount
Discount Type
Amount
Task Notes
Terms & Conditions
Notes
Deposite
Sub Total
Discount
Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
Customer Company NameRequired
Invoice No.Required
Currency
Date
Due Date
Sub Title
PO
Shipping Method
Shipping Cost
Billing Street1
Billing Street2
Billing City
Billing State
Billing Country
Billing Zip
Shipping Street1
Shipping Street2
Shipping City
Shipping State
Shipping Country
Shipping Zip
Items Name
Quantity
Item Rate
Discount
Discount Type
Total Amount
Item Note
Task name
Hours
Rate
Discount
Discount Type
Amount
Task Notes
Terms & Conditions
Notes
Deposite
Sub Total
Discount
Total
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
Product NameRequired
Product Logo
SKU
HSN
Unit Type
Default Quantity
Buy Price
Sales Price
Currency
Inventory
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
Project NameRequired
Customer Company Name
Default Customer Rate
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
Customer Company NameRequired
Estimate No.Required
Currency
Date
Sub Title
PO
Shipping Method
Shipping Cost
Billing Street1
Billing Street2
Billing City
Billing State
Billing Country
Billing Zip
Shipping Street1
Shipping Street2
Shipping City
Shipping State
Shipping Country
Shipping Zip
Items Name
Quantity
Item Rate
Discount
Discount Type
Total Amount
Item Note
Task name
Hours
Rate
Discount
Discount Type
Amount
Task Notes
Terms & Conditions
Notes
Deposite
Sub Total
Discount
Total
If estimate is not available then create new one?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Service TypeRequired
UniqueidentifierRequired
Product NameRequired
Product Logo
SKU
HSN
Unit Type
Default Quantity
Buy Price
Sales Price
Currency
Inventory
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CompanyRequired
Email
Company Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompanyRequired
Product NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app