Stripe Invoice & Payment Tracker
Invoicing & Payments
CRM Sync
The Problem
Invoices were sent manually after every deal. Follow-ups were forgotten. CRM stages were always outdated.
Automated Solution
When a deal hits “Send Invoice” in ClickUp (or any CRM), Stripe sends the invoice automatically. Once paid, the CRM updates instantly - no missed steps, no manual work.
Automated using Make.com, Stripe, and ClickUp. Flexible across any CRM or billing stack.
How It Works?
- Prospect hits “Send Invoice” in CRM - Make.com creates Stripe customer + invoice - Invoice is emailed with a built-in payment link - When payment is received, Make.com updates CRM stage to “Closed” - Optional: Log the transaction in Google Sheets or your financial dashboard
The Benefit
✅ Invoice send time reduced from 10 minutes to 0 ✅ 100% of paid deals auto-logged in CRM ✅ Up to 2 days faster payment due to instant send + short due dates ✅ No more forgotten follow-ups or mismatched records
