Payment Ops

Payment Reconciliation Across Stripe, PayPal, and Zoho

Webhooks catch every payment the moment it lands and match it back to the right invoice - no one logs into Stripe or PayPal to check what's been paid.

Payment Reconciliation Across Stripe, PayPal, and Zoho
Before

AR staff manually checked Stripe and PayPal dashboards, cross-referenced payments against open invoices in Zoho, and updated records by hand - a process prone to missed or duplicated entries.

After

Stripe and PayPal webhooks fire the moment a payment lands. The workflow finds the matching customer and invoice, updates the record, provisions any downstream system, and logs the match - all without anyone opening a payment dashboard.

Stack

StripePayPalZoho BooksGoogle SheetsGoogle DriveGmailMake.com

How It Works

1

Webhook fires on payment

Stripe or PayPal sends a real-time notification the moment a payment is received.

2

Match to the open invoice

The workflow searches Zoho or QuickBooks for the invoice the payment corresponds to, by amount, customer, and reference.

3

Update records and file evidence

Payment status updates in the accounting system; receipts or files get downloaded to Drive and logged.

4

Notify or provision downstream

For new subscribers, the workflow provisions access or updates a CRM record automatically.

Results

Webhook

triggered, real time

Stripe + PayPal

sources unified

0

manual entries

The Workflow

Payment Reconciliation Across Stripe, PayPal, and Zoho
Payment Reconciliation Across Stripe, PayPal, and Zoho

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