Articles tagged "Proposals & invoices"

5 workflows to streamline your invoice and payment processes

Invoice tracking gets complicated, fast, when you're trying to stay on top of payment deadlines and communications. Through Zapier's automatic workflows, you can stop worrying about chasing unpaid invoices and focus on more meaningful work.

How to add Stripe sales as new rows in Google Sheets

Manually logging Stripe transactions is not only tedious, it's also error-prone. Don't worry, automating your bookkeeping—taking those tasks off your plate while reducing errors—is easy.

Streamline work across departments with automation

When you bring Zapier into the mix, it's easier to streamline work between different teams. Here are the top workflows you can automate between your departments.

How to automatically create QuickBooks invoices from PDF vendor invoices

We have heard that a "paperless world" is coming for years—are we getting any closer? Well, we seem to be with so many companies pushing us to go paperless. But doesn't this just create other issues?

Easily create projects from accepted Quotient quotes

Quotient, an online quoting system, helps you communicate with your leads and win more business by letting you create professional-looking quotes. You can break down your services by fee, add optional extras, recommend products, and revise prices.

How to automate invoices with QuickBooks Online and Zapier

With just one Zap—our term for Zapier's automated workflows—you can take orders from apps like Shopify and Stripe and automatically turn them into invoices in QuickBooks Online.

7 ways to automate PayPal

While getting paid is a reason to celebrate, what follows after a PayPal transaction is a little less exciting—and often requires a lot of manual work. Here's how to automate it.

The Zapier guide to line items

What exactly is a line item? If you’ve ever received a receipt for a purchase, or filled out an invoice, you’ve already seen them: A line that includes each product’s name, price, or quantity, repeated for every product.

How the Co-founder of an eCommerce Business Automates Contacts, Invoices, and Orders

Our stories explore how Zapier's users build unique solutions to common problems. From marketers to CEOs, educators to real estate agents, millions use Zapier to automate their most tedious tasks.