INVOICE PROCESSING

Pay-On-Approval Discount Capture via Stripe

Triggered when Finance approves an early-pay invoice in Slack, it pays the discounted amount through Stripe, records the transaction back in Airtable.

CategoryInvoice Processing
Enginesim
Difficultyadvanced
Triggerwebhook
Steps5
Setup~25 min

How it runs

The automated pipeline, trigger to output.

  • TriggerFinance approves pay-now card in Slack (webhook)Slack
  • LogicValidate approver and confirm discount window still open
  • ActionCreate discounted vendor payment in StripeStripeStripe
  • ActionRecord transaction and realized savings in Airtable, mark paidAirtableAirtable
  • OutputConfirm settled amount and savings to approver in SlackSlack

What it does

This is the execution arm that closes the loop after a discount is approved. When someone clicks approve on a pay-now card, this workflow issues the actual payment for the discounted total, reconciles it against the ledger, and reports back the dollars saved — turning an approval into a settled, recorded payment.

When to use it

Pair it with the early-pay scanner: the scanner surfaces and gets sign-off, this one moves the money the moment approval lands.

How it works

  1. 1A Slack approval interaction on a pay-now card fires the webhook trigger.
  2. 2A logic step validates the approver and re-checks that the discount window is still open before any money moves.
  3. 3The flow creates a Stripe payment for the discounted amount to the vendor's payout destination.
  4. 4It writes the Stripe transaction id, paid amount, and realized savings back to the Airtable invoice record and marks it paid.
  5. 5It posts a confirmation to the approver in Slack with the settled total and the savings captured.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect SlackChannels, DMs, threads, mentions.
  2. 2
    Connect StripeCustomers, subscriptions, payments.
  3. 3
    Connect AirtableBases, tables, views, automations.
  4. 4
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  5. 5
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  6. 6
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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