A client submits payment details through a short form and the matching invoice flips to paid, your AR board updates, and finance gets a reconciliation note without manual lookup.
Small teams often receive payment confirmations by email or form instead of automatic processor webhooks. This automation reads the submitted invoice number or amount, finds the open record, marks it paid, logs the confirmation file, and notifies your bookkeeper if anything does not match.
What's Included
- Form trigger: Accept payment confirmation with invoice reference.
- Invoice matcher: Find the open invoice by number, client, or amount.
- Paid status update: Close the invoice and refresh AR totals.
- Mismatch alert: Flag submissions that do not match any open invoice.
- Audit trail: Store the confirmation with timestamp and submitter.
How To Use
- Clone the kit and publish the payment confirmation form.
- Map form fields to invoice lookup keys.
- Configure mismatch alerts in Actions.
- Enable the automation and reduce manual reconciliation time.
Explore bookkeeping automations, Stripe automations, or build a ledger in generate.