Billing and PaymentsPurpose
1.2. Automates data aggregation from sales, machine usage logs, and invoices for accurate automated reporting.
1.3. Supports cashflow tracking, payment reminders, tax documentation, and audit compliance—all automatedly distributed.
1.4. Enables wholesale suppliers to automate customer transparency, reduce manual billing labor, and enhance customer retention with timely, automated communication.
Trigger Conditions
2.2. Automatedly triggered upon closing accounting/ERP period.
2.3. Triggered via API/webhook from POS, booking, or payment system indicating billing cycle close.
2.4. Manually initiated in emergency/exception cases by authorized billing staff through an automation dashboard.
Platform Variants
3.1. Twilio SendGrid
• Feature: Automated Email Delivery
• Setting: Configure transactional email API with templated billing summaries; authenticate via API key.
3.2. Mailgun
• Feature: Automated Batch Email Sending
• Setting: Use /messages endpoint for sending PDFs of billing summaries to customers on schedule.
3.3. QuickBooks Online
• Feature: Automated Invoice Retrieval/Reporting
• Setting: Configure Reports API to pull customer invoice data for summaries; automate via scheduled query.
3.4. Xero
• Feature: Scheduled Invoice Export
• Setting: Enable Automated Reports in the Accounting API for recurring billing data exports.
3.5. Zoho Books
• Feature: Automate Customer Statement Generation
• Setting: Use Statement API endpoint; set automated triggers for end-of-cycle reporting.
3.6. FreshBooks
• Feature: Invoice List API
• Setting: Automotive API call to list all open invoices, aggregate, and format summaries.
3.7. Stripe
• Feature: Automated Invoice Event Webhooks
• Setting: Enable invoice.finalized webhook for automation on cycle close; pull charges and usage.
3.8. PayPal
• Feature: Transaction Search API
• Setting: Automator retrieves transaction logs via /v1/reporting/transactions.
3.9. Google Sheets
• Feature: Automated Data Aggregation
• Setting: Schedule Apps Script to generate summaries from integrated billing data.
3.10. Microsoft Excel Online
• Feature: Automated Report Generation
• Setting: Use Microsoft Graph API to update/automate billing summary worksheet.
3.11. Salesforce
• Feature: Automated Report Export
• Setting: Configure scheduled reports for customer billing; automate email delivery.
3.12. HubSpot
• Feature: Workflow Automation
• Setting: Automate workflow triggers to send billing summary emails to customers.
3.13. DocuSign
• Feature: Automated Document Distribution
• Setting: Send billing statements for e-signature or receipt with automated workflow.
3.14. Dropbox
• Feature: Automated File Sharing
• Setting: API uploads and shares PDF summaries via automated folder sharing.
3.15. Box
• Feature: Automated File Distribution
• Setting: Script uploads billing PDFs to secure customer folders in Box.
3.16. Slack
• Feature: Automated Notification Push
• Setting: Send billing summaries or reminders to customer Slack channels using API.
3.17. WhatsApp Business API
• Feature: Automated Messaging
• Setting: Automate sending messages containing summaries or payment instructions.
3.18. Teams (Microsoft)
• Feature: Automated File & Message Delivery
• Setting: Use Graph API to post summaries/documents into Teams channel or chat.
3.19. Zapier
• Feature: Automation Platform for Multi-App Flows
• Setting: Automates triggers based on new invoices, PDFs, or billing cycle dates.
3.20. Airtable
• Feature: Automated Customer Records
• Setting: Script automates summary generation and delivery from base records.
3.21. SFTP/FTP Servers
• Feature: Automated File Transfer
• Setting: Automator uploads billing summaries to customer SFTP/FTP endpoint.
3.22. Amazon SES
• Feature: Automated Email
• Setting: Automate sending custom billing statements via SES SMTP or API.
3.23. Intercom
• Feature: Automated Customer Alerts
• Setting: Push notification to users for billing summary available in portal.
3.24. Oracle NetSuite
• Feature: Automated Customer Statement Reports
• Setting: Schedule SuiteScript to export customer statements automatically.
3.25. SAP Business One
• Feature: Automated Statement Export
• Setting: Use B1if or Service Layer for automated batch reporting and email.
Benefits
4.2. Minimizes manual errors and speeds up customer cashflow with automated communication.
4.3. Ensures customers receive timely, compliant, and clear summaries through automated delivery.
4.4. Automator reduces support queries, increases transparency, and improves revenue collection rates.
4.5. Automation makes billing cycle management scalable and auditable as business grows.