Payment Confirmation and Automated Receipt Workflow for CA FirmsPayment Confirmation and Automated Receipt Workflow for CA Firms
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Stage 6 — Built because the community asked for it.
After Stage 3 (Invoice Follow-ups), someone asked how the system handles payment confirmation without a race condition.
So I built it:
✅ Firm confirms payment via one webhook call ✅ Invoice instantly marked Paid in the sheet ✅ Follow-ups permanently stopped — no awkward emails after payment ✅ Professional receipt sent to client automatically ✅ Owner notified with full payment details
6 stages. Built in 10 days. Free to run.
The suite is now complete — onboarding, deadlines, invoicing, data collection, outreach, and payment confirmation.
Looking for the first CA firm to run this live. Let’s talk.
@Sabin Mainali — this one’s for you. 🙏
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Lawal's avatar
Impressive work! Automatically stopping follow-ups after payment is such an important detail. 🙌
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