Recurring invoice generation and delivery

Purpose

 1.1. Automate regular creation and delivery of invoices for enrolled students.
 1.2. Minimize manual billing errors and reduce administrative workload.
 1.3. Ensure prompt, consistent payments from parents or guardians.
 1.4. Integrate payment links and automatic reminders for outstanding dues.
 1.5. Sync invoice data with financial and CRM systems for accurate reporting and compliance.

Trigger Conditions

 2.1. Scheduled recurrence (e.g., monthly, biweekly) based on program participation dates.
 2.2. New enrollment detected in after-school program database.
 2.3. Renewal of existing enrollments or package upgrades.
 2.4. Rate changes or custom discount triggers.
 2.5. Calendar-based triggers (specific day of month).

Platform Variants

 3.1. QuickBooks Online
  • API: createInvoice
  • Automate: Generate invoice for each parent, email via QuickBooks.
 3.2. Xero
  • API: Invoices/Create
  • Automate: Scheduled recurring invoices, email PDF to family email.
 3.3. Stripe
  • API: Invoice.create, Invoice.sendInvoice
  • Automate: Recurring billing, direct payment link delivery.
 3.4. Zoho Books
  • API: recurringinvoices
  • Automate: Schedule invoice, auto-send to contacts.
 3.5. FreshBooks
  • Endpoint: recurring_profiles/create
  • Automate: Enrollment-based repeating profiles, email delivery.
 3.6. Sage Intacct
  • API: createInvoice
  • Automate: Recurring batch invoice runs, synced with account ledgers.
 3.7. PayPal Invoicing
  • API: /v2/invoicing/invoices
  • Automate: Generate/send invoice, one-click online payment options.
 3.8. Wave Accounting
  • Endpoint: Invoices POST
  • Automate: Program-scheduled batch invoices to student contacts.
 3.9. Bill.com
  • API: CreateRecurringBill
  • Automate: Recurring invoices, optional ACH reminders.
 3.10. Square
  • API: CreateInvoice, CreateInvoiceSchedule
  • Automate: After-school attendance triggers auto-scheduled invoice emails.
 3.11. Salesforce (Financial Cloud)
  • API: createBillingInvoice
  • Automate: Recurring invoice flow from student object updates.
 3.12. Microsoft Dynamics 365
  • API: SalesOrder.Invoice
  • Automate: Recurring sales orders → Invoicing for childcare contacts.
 3.13. Oracle NetSuite
  • API: recurringBill
  • Automate: Scheduled scripts generate/send invoices for program cycles.
 3.14. MYOB
  • API: POST /v2/invoices
  • Automate: Template-based invoice automation and delivery.
 3.15. Intuit Mailchimp Transactional
  • API: send-invoice
  • Automate: Attach auto-generated invoices in scheduled campaign.
 3.16. Zoho Creator
  • Function: Deluge Script + Zoho Invoice API
  • Automate: Auto-generate invoice on record update, email dispatch.
 3.17. Google Apps Script
  • Script: Time-driven triggers + GmailApp.sendEmail
  • Automate: Custom PDF invoice creation, auto-email PDF every period.
 3.18. SAP Concur
  • API: InvoiceManagement
  • Automate: Batch creation and dispatch with GL codes for programs.
 3.19. Odoo ERP
  • API: account.invoice.create
  • Automate: Recurring invoice models tied to after-school products.
 3.20. Braintree
  • API: Subscription billing
  • Automate: Parent subscriptions auto-generate/notify invoices by email.

Benefits

 4.1. Ensures on-time, consistent billing for all enrolled families.
 4.2. Reduces staff time spent on manual invoice prep and delivery.
 4.3. Minimizes errors from manual entry and lost invoices.
 4.4. Improves cash flow and payment rates via automation/reminders.
 4.5. Enables real-time financial tracking and easier reporting for audits.
 4.6. Streamlines parent/guardian payment experience with direct links.
 4.7. Supports scalable operations as program enrollment grows.