Payment link generation with each invoice

Purpose

1.1. Automatically generate unique payment links for every invoice issued by property appraisal firms, ensuring secure, streamlined payment collection, real-time tracking, and simplified reconciliation processes.
1.2. Integrates directly with invoicing, accounting, and CRM systems to enhance cashflow visibility and reduce manual errors in payment handling.
1.3. Supports multiple payment options (credit/debit cards, ACH, wallets) per invoice to improve client convenience and reduce late payments through automated reminders and status tracking.

Trigger Conditions

2.1. New invoice created in the property appraisal system.
2.2. Invoice status updated to “Ready to Send” or “Finalized.”
2.3. Manual request for payment link generation from billing staff.
2.4. Scheduled batch invoice issuance (e.g., monthly or weekly cycles).

Platform Variants

3.1. Stripe
• API: Payment Links API.
• Configure: POST /v1/payment_links with invoice details for unique link.
3.2. PayPal
• Feature: Create Payment Link (PayPal.Me or Invoicing API).
• Configure: Create invoice, retrieve and share payment_url.
3.3. Square
• API: CreatePaymentLink.
• Configure: POST /v2/online-checkout/payment-links with invoice_id.
3.4. QuickBooks Online
• Feature: Send invoice with payment link.
• Configure: Automatically enable “Online Payments” in invoice API.
3.5. Zoho Books
• API: Invoice Create/Update with payment gateway enabled.
• Configure: POST /invoices, auto-enable payment link.
3.6. FreshBooks
• Feature: Online Payment Integration.
• Configure: Invoice creation with payment gateways (Stripe, PayPal).
3.7. Xero
• API: Invoices + Payment Services integration.
• Configure: Attach payment service URL on invoice.
3.8. Razorpay
• API: Payment Links.
• Configure: POST /v1/payment_links with invoice data.
3.9. Mollie
• API: Payment Links (Create Order endpoint).
• Configure: Generate payment URL per created invoice.
3.10. GoCardless
• API: Payment Links or Redirect Flows.
• Configure: Use Redirect Flow, attach invoice reference.
3.11. Bill.com
• Feature: Payment Link with E-Invoicing.
• Configure: Enable ePay with invoice dispatch.
3.12. SquareSpace Commerce
• Feature: Invoice Email Payment Link.
• Configure: Enable “Pay Now” link in automated emails.
3.13. Chargebee
• API: Hosted Payments Page.
• Configure: Export checkout URL tied to invoice ID.
3.14. Wave Accounting
• Feature: Online Payments via Invoice.
• Configure: In-app toggle for “Pay Now” links.
3.15. Adyen
• API: Payment Link API.
• Configure: POST /paymentLinks with order/invoice data.
3.16. Wise (ex-TransferWise)
• Feature: Payment Request Link.
• Configure: Tap “Request Money”, share generated link tied to invoice.
3.17. Payoneer
• Feature: Payment Request.
• Configure: Request Payment, set invoice reference, get URL.
3.18. PandaDoc
• Feature: Document Payment Integration.
• Configure: Attach payment fields and Stripe/PayPal to invoice.
3.19. Braintree
• API: Hosted Fields/Links.
• Configure: Generate transaction link per invoice.
3.20. Sage Intacct
• Feature: AR Invoice Email Payment Link.
• Configure: Enable pay link on AR invoice templates.

Benefits

4.1. Reduces manual payment tracking and reconciliation effort.
4.2. Minimizes risk of delayed or missed payments.
4.3. Enhances client experience with convenient and secure digital payment options.
4.4. Supports scalability for high invoice volumes in property appraisal workflows.
4.5. Ensures compliance with digital finance regulations and PCI DSS by using established payment platforms.