Payments, invoices and CRM that talk to each other
An approved payment issues the document, sends it to the customer, updates the CRM and logs a line for the accountant. No hands involved.
- Client
- Several businesses (a recurring package)
- Year
- 2024–2025
- Tools
- n8nMakeGoogle SheetsCRMPayment gateway
The problem
A gap between the payment processor and the bookkeeping system meant errors, duplicates and a pile of manual work at the end of every month.
What we built
- Approved transactions detected through a webhook from the payment processor
- Invoice or receipt issued automatically in the accounting system
- Sent to the customer's email and recorded on the CRM customer card
- A line logged in an audit sheet for the accountant, plus scheduled payment reminders
The result
- No double entry between payments and bookkeeping
- An up-to-date financial picture inside the customer record
- Orderly collections without chasing
Next project
A management report that prepares itself