Automated Invoicing & Payment Reconciliation
Payments trigger instant, branded invoices and auto-reconcile in your accounting system—no manual steps required.
What It Does
When a payment arrives via Stripe, PayPal, Square, or Shopify, Zapier and Codex combine to generate a styled PDF invoice, mark it “Paid” in QuickBooks or Xero, and send that invoice to your customer by email or SMS automatically.
Manually creating and reconciling invoices can take 30–60 minutes per sale, causing delays and mistakes. Automation sends invoices immediately, improves accuracy, and shortens payment cycles by up to 30 %.
How It Works (Live in Up to 5 Business Days)
Gather Assets
You provide your PDF invoice template, logo files, tax settings, and accounting credentials.
Codex Builds Microservice
Codex generates code to listen for payment webhooks, render a branded PDF invoice, and call the QuickBooks/Xero API to upload and reconcile.
Testing & Deployment
We process sample payments to confirm PDF formatting, API calls, and email/SMS delivery, then switch the system to “Live.”
Pricing
$499
- One-time setup (Codex code generation,
Zapier integration,
PDF template configuration,
and testing)
$120/month
- Serverless hosting,
SSL renewal,
monthly template updates,
and one minor tweak per quarter
$50/month
- Additional Twilio credits
for SMS invoice delivery