Invoice generation and payment reminders

**Purpose**

1. To automate the creation, delivery, and management of patient invoices.
2. To systematically send payment reminders to reduce missed or late payments.
3. To centralize billing processes for streamlined revenue cycles within abortion clinics.
4. To ensure compliance, reduce manual errors, and secure financial data by leveraging digital platforms.

**Trigger Conditions**

1. New patient appointment completion or discharge from care.
2. Change in patient account balance or status.
3. Scheduled recurring billing or regular statement cycles.
4. Invoice due date approaching or passed without payment.
5. Manual staff initiation for outlier billing cases.

**Platform variants**

3.1. DocuSign API
- Feature/Setting: eSignature request on invoice send; Set up envelope creation and template use.
3.2. Stripe Billing API
- Feature/Setting: Automated invoice creation, scheduling invoices, payment reminders (email/SMS).
3.3. Xero (Accounting)
- Feature/Setting: Webhook for new invoice, automate contact updates; email reminder rules.
3.4. QuickBooks Online
- Feature/Setting: Automated invoice sending from transactions; configure payment reminder frequency.
3.5. FreshBooks
- Feature/Setting: Workflow automation for invoice generation; late payment email triggers.
3.6. Zoho Books
- Feature/Setting: Automated invoice rules; recurring reminder configuration by API.
3.7. Microsoft Power Automate
- Feature/Setting: Invoice flow using connectors (Excel/OneDrive/Outlook); time-based reminders.
3.8. PayPal Invoicing API
- Feature/Setting: Instant invoice creation endpoint; scheduled notification triggers.
3.9. Salesforce Billing
- Feature/Setting: Process automation to create and send invoices with flows; reminder schedules.
3.10. Intuit API
- Feature/Setting: Invoice and billing reminders using QuickBooks endpoints.
3.11. Wave Apps
- Feature/Setting: New transaction triggers automated invoice send; deadline-based email reminders.
3.12. Sage Intacct
- Feature/Setting: SmartRules for invoice events; notification via email/SMS when overdue.
3.13. Square Invoices API
- Feature/Setting: Invoice creation endpoint; configure automatic reminders on due dates.
3.14. PaySimple
- Feature/Setting: Recurring invoice automation; overdue reminders with schedule API.
3.15. Bill.com
- Feature/Setting: API for sending invoices; payment reminder scheduling option.
3.16. Google Sheets + Apps Script
- Feature/Setting: Script new row triggers for PDF invoice and Gmail send; timed reminders.
3.17. SendGrid
- Feature/Setting: Transactional template for invoice email; schedule API for reminders.
3.18. Gmail API
- Feature/Setting: Compose and send PDF invoices on event; time-triggered drafts and sends.
3.19. Slack Apps/Workflows
- Feature/Setting: Post invoicing alerts to staff; workflow reminders internally and to patients.
3.20. Twilio SMS
- Feature/Setting: Automated SMS notification on invoice creation and overdue reminders via API.
3.21. Mailgun
- Feature/Setting: Email delivery of invoices; scheduled job reminders linked to payment deadlines.
3.22. Monday.com Automations
- Feature/Setting: Board items trigger invoice creation; auto-notification for payment statuses.

**Benefits**

1. Reduces staff workload on billing.
2. Minimizes late payments via automatic reminders.
3. Ensures every invoice follows a compliant and auditable routine.
4. Improves cash flow with faster settlements.
5. Enhances patient experience through predictable and professional communication.