Accounting and Financial AutomationPurpose
1.2. Send timely payment reminders to clients via multiple channels until payment is received.
1.3. Integrate seamlessly with financial records and CRM to ensure real-time updates and traceability.
1.4. Reduce manual labor, minimize errors, and speed up billing cycles.
1.5. Provide payment links and support for various payment gateways to maximize collection efficiency.
1.6. Track invoice status, flag overdue accounts, and escalate as needed per business rules.
Trigger Conditions
2.2. Manual entry or upload of finalized rides sheet for batch invoicing.
2.3. Scheduled recurring batch invoicing for contract or account clients.
2.4. Reached reminder thresholds: X days after invoice issue, X days overdue, etc.
2.5. Payment status changes in connected gateway.
2.6. Customer request for updated or duplicate invoice.
2.7. Exceptions such as payment failure detected by payment API.
Platform Variants
3.1. QuickBooks Online
• Function: Create Invoice API
• Setting: Configure for automatic customer, line item, and due date population.
3.2. Xero
• Function: Invoices endpoint
• Setting: Setup invoice creation on ride completion event via API.
3.3. Zoho Books
• Function: Create Invoice API
• Setting: Map shuttle ride data fields to invoice template.
3.4. FreshBooks
• Function: Invoice Automation
• Setting: Enable automated invoice and reminder sending, mapped to booking completion.
3.5. Stripe
• Function: Invoice API
• Setting: Auto-generate invoice and schedule payment reminders via dashboard or API.
3.6. PayPal
• Function: Invoicing API
• Setting: Set invoice template and trigger via ride completion webhook.
3.7. Square
• Function: CreateInvoice endpoint
• Setting: Configure recurring reminders and links to Square payments.
3.8. Sage Accounting
• Function: Invoice API
• Setting: Integrate with CRM/booking data, setup reminder rules under templates.
3.9. Microsoft Dynamics 365
• Function: Sales Invoices entity
• Setting: Auto-create and send invoices tied to shuttle bookings.
3.10. SAP Concur
• Function: Invoice Management Module
• Setting: Automate expense report conversion to invoice.
3.11. Wave
• Function: Invoice Automation
• Setting: Configure triggers from completed ride transactions.
3.12. SendGrid
• Function: Automated email reminders
• Setting: Dynamic template with invoice link, event-based sends.
3.13. Twilio
• Function: SMS reminders via Messaging API
• Setting: Scheduled SMS to customers at predefined intervals.
3.14. Mailgun
• Function: Automated transactional emails
• Setting: Custom template with merge fields for invoice data.
3.15. Airtable
• Function: Automation and webhook triggers
• Setting: Track invoice status, initiate reminders.
3.16. HubSpot
• Function: Workflows and Deals API
• Setting: Move deals to ‘Invoiced’ and ‘Overdue’ for reminders.
3.17. Salesforce
• Function: Workflow Rules and Process Builder
• Setting: Automate invoice creation and overdue notifications.
3.18. Notion
• Function: API integrations and database automations
• Setting: Track payment status, trigger actions on due dates.
3.19. Google Sheets
• Function: Scripted automation with Apps Script
• Setting: Invoice row triggers reminder emails/SMS.
3.20. Intercom
• Function: Automated messages and reminders
• Setting: Send payment reminders based on invoice status.
3.21. Slack
• Function: Incoming Webhooks
• Setting: Notify finance team of overdue invoices, trigger reminders.
3.22. Zapier
• Function: Multi-step automations
• Setting: Connect booking, accounting, and messaging platforms.
Benefits
4.2. Supports rapid, automated follow-ups to drive prompt payments.
4.3. Integrates all transactional and communications data for full financial traceability.
4.4. Enables multi-channel reminders (email, SMS, app notification).
4.5. Frees staff to focus on exceptions and higher-value financial tasks.
4.6. Reduces accounts receivable aging and improves cash flow.