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Online payment link generation and tracking

Purpose

1. Automate the generation, distribution, and tracking of online payment links for asbestos testing services, improving cashflow, reducing manual billing efforts, and ensuring prompt payment reconciliation.

2. End-to-end automation from invoice creation through payment capture, including automated notifications, reminders, and status updates, minimizing human intervention and errors.

3. Centralizes and automates the monitoring of payment statuses and triggers downstream processes (e.g., service scheduling, receipt issuance) based on automated payment confirmation.


Trigger Conditions

1. New asbestos testing job completion triggers automated payment link generation.

2. Service order confirmed, job scheduled, or when manual "request payment" action initiated.

3. Payment not received after X days—automated reminder sent.

4. Payment link expiry or payment failure triggers automated notification for follow-up.


Platform Variants

1. Stripe

  • API: Payment Links API — automate creation and automated retrieval of payment links per invoice/job.

2. PayPal

  • API: PayPal Checkout/Create Order — automatedly generate unique payment URL per transaction.

3. Square

  • Feature: Invoices/Create Invoice with online payment — automate invoice-to-link process.

4. QuickBooks Online

  • API: Create Invoice with payment link — automate sending to client via email or SMS.

5. Zoho Books

  • API: Online Payment Links — automate link creation and tracking per invoice.

6. Xero

  • API: Invoice creation with Payment Services — automates payment link embedding and tracking.

7. GoCardless

  • API: Payment Links (Instant Bank Pay) — automate generation and automated status updates.

8. FreshBooks

  • API: Invoice with payment link — automate delivery via email integration.

9. Chargebee

  • API: Hosted Checkout Pages — automate customer-specific checkouts with tracking.

10. Braintree

  • API: Hosted Fields/Create Transaction — automate payment link or token process per job.

11. Authorize.Net

  • API: Accept Hosted — automates payment form/link for customer transactions.

12. Mollie

  • API: Payment Links — automate link creation, automate webhook tracking on status.

13. Razorpay

  • API: Payment Links/Create — automate rule-based generation and tracking.

14. Wave

  • Feature: Invoice Payment Link — automates generation upon invoice issue.

15. Wise (formerly TransferWise)

  • Feature: Payment Request Links — automate sharing automatedly with clients.

16. Paddle

  • API: Pay Link Generator — automated, trackable checkout links for services.

17. Klarna

  • API: Create Order with Hosted Payment Page — automates integration to workflow.

18. Worldpay

  • API: Hosted Payment Page — automate link creation per transaction.

19. Payoneer

  • API: Payment Request — automate sending payment links for specific testing jobs.

20. SumUp

  • API: Payment Links — automate request, automate status-based actions in system.

21. Revolut for Business

  • API: Payment Links — automates unique payment URLs for each client invoice.

22. Shopify Payments

  • Feature: Draft Orders/Send Invoice Link — automate direct payment collection for non-store services.

Benefits

1. Automates invoicing and payment processes, lowering manual workload.

2. Accelerates payment receipt, automating cashflow management.

3. Automates reminders and follow-ups, reducing late payments.

4. Centralizes automated tracking and reconciliation, reducing errors.

5. Automatedly improves customer convenience and experience through seamless, instant payment options.

6. Enables automatable reporting and business analytics for paid/unpaid statuses.

7. Facilitates automated downstream actions—scheduling, notifications, receipts, and escalation—based on real-time payment status.

8. Automator-friendly: Easily integrates into existing billing, CRM, and service systems using well-documented APIs and connectors.

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