Pull recent payments
On a set schedule, the flow lists recent payments from Square.
About this template
What This Workflow Does
Posting Square payments into SAP Business One by hand takes hours and risks double posting. On a schedule, this template pulls recent Square payments, splits cash from card and external payments, checks SAP Business One by reference number, and creates a service invoice on the right G/L account only when none exists.
Key benefits
- Scheduled pull — Recent Square payments are listed on a set schedule.
- Split by payment type — Cash and card or external payments follow separate tracks.
- Duplicate check — SAP Business One is searched by payment reference number before posting.
- Correct G/L accounts — Each track posts to its own designated G/L account.
Inside the flow
How the template works
On a schedule, appse ai lists recent Square payments and splits them into cash and card or external tracks. For each payment it checks SAP Business One by reference number and creates a service invoice on the track's G/L account if none exists.
Split by payment type
Payments are sorted into a cash track and a card or external track.
Group each track
Payments in each track are grouped into a set ready for invoicing.
Check for an existing invoice
SAP Business One is searched by the payment's reference number.
Create the service invoice
If no invoice exists, a service invoice is created. Cash posts to the cash G/L account and card or external payments to their own G/L account. Existing invoices are skipped.
Business Benefits
Post every Square payment to SAP Business One once, on the right account.
01
No Manual Payment Posting
Square payments become SAP Business One invoices without data entry.
02
Correct G/L Account
Cash and card or external payments post to their own accounts.
03
No Duplicate Invoices
The reference check posts each payment once.
04
Clear Payment Streams
Cash and card revenue are recorded separately.
05
Faster Period Close
Payments are invoiced through the period, so reconciliation is quicker.
01
No Manual Payment Posting
Square payments become SAP Business One invoices without data entry.
02
Correct G/L Account
Cash and card or external payments post to their own accounts.
03
No Duplicate Invoices
The reference check posts each payment once.
04
Clear Payment Streams
Cash and card revenue are recorded separately.
05
Faster Period Close
Payments are invoiced through the period, so reconciliation is quicker.
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Questions & answers
Frequently asked questions
Everything you need to know about this template before you deploy it.
How does Square to SAP Business One service invoice work?
On a schedule, appse ai lists Square payments, splits cash from card or external payments, checks SAP Business One by reference number, and creates a service invoice on the right G/L account if none exists.
Why are cash and card payments split?
How are duplicate invoices prevented?
Is it a daily consolidation?
What needs to be in place before it runs?
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Hans Engstrom
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Sankar Thiagasamudram
Founder and CEO
Their quick updates and improvements have boosted our productivity, allowing us to focus on making better products. Highly recommend for any manufacturer seeking efficiency.
Hans Engstrom
Operations Manager, Christiana Bikes
appse ai enabled us to automate processes and achieve real-time efficiency with their ready-to-use solution. Their responsive support and customizations were exactly what we needed.
Peter Grueterich
President, Bernardo 1946
Rapidly growing companies, to get to that level of establishment, you need a solution like appse ai to bridge the connections between disparate systems.
Robert Donnelly
CEO and Co-Founder, Nine Line
The platform syncs data between our applications and it simply just works. This saved us a lot of time we used to spend manually synchronizing data from one system to another.
Sankar Thiagasamudram
Founder and CEO
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai helped us to manage our inventory and invoices in SAP and WooCommerce. With appse ai our job is much easy as everything is automated and we have better control on our inventory.
Kaywan Pour
Niagara Warenhandels GmbH
appse ai is making our operations easy! They make the customer experience much better. It costs us less human effort to proceed our orders.
Ramez Tacrity
Technical Sales Specialist, Digitech
I was impressed by how easy appse ai is to use and their ability to customize the platform to meet our clients specific requirements.
Vainick Oliveri
Golden Toys
appse ai transformed our business by automating the sync between SAP Business One and WooCommerce. What used to be a time-consuming, manual process is now seamless. We add products in SAP, and everything syncs automatically to the website.
Maher Ataya
Founder, Italparts SRL & Italparts LLC
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
appse ai truly helped us transform our business processes. Now with the integration, it has become really smooth, everything just flows better. It really helped our team save time, streamline processes and honestly boost productivity more than we expected.
Jason Mitchell
MD, All Marine Spares
Since we started using appse ai as our middleware, everything has been way smoother. It saved us about 10-20 hours a week, which is huge. The team is super responsive and easy to work with.
Dan Gerber
CEO, Designer Boys
appse ai truly understood our needs and delivered a seamless integration between SAP and Shopify. Their team is highly knowledgeable and capable, ensuring the solution perfectly aligned with our requirements.
Columb McCluskey
Sales Director, Trimwel
appse ai is fantastic, it works really well and is easy to use! Its visual interface makes it simple to see what is happening, and I especially liked the visual mapping of process flows. The teams professionalism also really impressed me.
Richard Grew
Renegade Brewery
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