Billing and Payments AutomationPurpose
1.2. Reduce admin workload, hasten payment cycles, and enable systematic record-keeping for compliance and audit needs.
1.3. Maintain professional branding in outgoing documents and streamline client communication through instant invoice dispatch.
1.4. Integrate with accounting, CRM, and payment systems to keep workflows seamless and centralize financial oversight.
Trigger Conditions
2.2. Confirmation or digital sign-off of job completion by appraiser or client.
2.3. Upload of completed appraisal report/documentation to a specified folder or drive.
2.4. Submission of final field data via mobile app or form.
Platform Variants
• Feature/Setting: Use "Create Invoice" API; map job data fields to invoice template.
3.2. Xero
• Feature/Setting: Use "Invoices.New" endpoint; configure trigger from job database or webhook.
3.3. Zoho Books
• Feature/Setting: "invoice.create" API call triggered via webhook; pull client/job metadata.
3.4. FreshBooks
• Feature/Setting: Use "Create Invoice" API endpoint; configure invoice template for property appraisal jobs.
3.5. Sage Intacct
• Feature/Setting: SOAP/REST "create_invoice" function; auto-populate from project modules.
3.6. Wave
• Feature/Setting: "Invoice POST" API; connect completion triggers from Google Sheets or other job trackers.
3.7. SAP Business One
• Feature/Setting: Service Layer "Add Invoice" API; link to completion triggers from asset management module.
3.8. Microsoft Dynamics 365 Business Central
• Feature/Setting: "SalesInvoice_Create" API; set up automation from completion events in tasks or flows.
3.9. Netsuite
• Feature/Setting: "invoice.create" SuiteScript RESTlet; call upon job completed webhook.
3.10. Stripe Invoicing
• Feature/Setting: "Create Invoice" API; generate and send invoices automatically with client data.
3.11. PayPal Invoicing
• Feature/Setting: REST "v2/invoicing/invoices" endpoint; inject job data from completion trigger.
3.12. Square
• Feature/Setting: "CreateInvoice" API action; automate from field app results upon status update.
3.13. Odoo
• Feature/Setting: "account.move.create" in Accounting; configure server actions from appraisal app.
3.14. HoneyBook
• Feature/Setting: API "Create Invoice" via Zapier/connector; pull job metadata.
3.15. Bill.com
• Feature/Setting: API "Create Bill & Invoice"; event-driven execution on job closure.
3.16. Invoiced
• Feature/Setting: REST API "POST /invoices"; attach client, job, and itemization details.
3.17. MYOB
• Feature/Setting: "Sale/Invoice/Item" POST API; integrate with event hooks from appraisal management.
3.18. Salesforce
• Feature/Setting: "Invoice" object via Apex/REST API; auto-generate when Opportunity status is 'Closed Won'.
3.19. Google Docs/Sheets (PDF Generation)
• Feature/Setting: Generate invoice document upon form submission; auto-email via Apps Script.
3.20. DocuSign (with template merge)
• Feature/Setting: API to combine completed job data into invoice template and trigger client send-off.
3.21. Monday.com
• Feature/Setting: Integrate with "Create Item" or "Doc Generation" and connect to invoice service API on status change.
3.22. Airtable
• Feature/Setting: Script block or automation triggers "Create Invoice" webhook in connected accounting app.
3.23. AppFolio (real estate specific)
• Feature/Setting: Webhook/event subscription on job completion to auto-generate invoice via integration API.
3.24. Jobber
• Feature/Setting: "Create Invoice" endpoint; configure trigger in workflows for field staff report submission.
Benefits
4.2. Cuts down manual admin, reducing errors and freeing resources.
4.3. Ensures every completed job is billed, closing revenue leaks.
4.4. Fosters professionalism and enhances client experience with fast, branded communication.
4.5. Integrates billing data with broader back-office ops for better reporting and compliance.