*Workflows › Reference › Templates › Invoicing and payments*

# Create payment review tasks according to the payment method

> When a payment is recorded in Filmo, creates tasks to review transfers, card payments or cash deposits and notifies finance. It is internal follow-up: it does not record movements in accounting software. Set the Slack channel.

## At a glance

| Property | Value |
| --- | --- |
| Category | Invoicing and payments |
| Starts with | Payment recorded |
| Integrations used | Slack |
| Steps | 7 |

## Steps

The template builds these steps; open each one to see how it is configured.

| # | Step | Description | Branch |
| --- | --- | --- | --- |
| 1 | Switch | By payment method |  |
| 2 | Create task | Open the payment review | › branch 1 |
| 3 | Create task | Open the reconciliation | › branch 1 |
| 4 | Create task | Open the payment review | › branch 2 |
| 5 | Create task | Open the deposit | › branch 3 |
| 6 | Internal notification | Celebrate the payment |  |
| 7 | Post a message | Notify finance |  |

TEMPLATE `payment-reconciliation`

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Canonical URL: https://docs.filmo.io/workflows/reference/templates/payment-reconciliation  
Last updated: 2026-10-25