Automated invoicing and payment collection

Purpose

1.1. Automate the creation, sending, and tracking of invoices for archery range services, rentals, or memberships.
1.2. Automate payment collection, reminders, and reconciliation with customer records.
1.3. Reduce manual data entry, automate error prevention, ensure timely billing, and accelerate cash flow cycles.
1.4. Automatedly sync billing info between booking, CRM, and accounting platforms to support accurate financial tracking and reporting.

Trigger Conditions

2.1. New booking completed for a range session or event.
2.2. Membership or service purchase/renewal initiated.
2.3. Scheduled recurring billing dates reached for subscriptions.
2.4. Payment due date approaching or overdue status detected.
2.5. Manual input or trigger by staff for one-off or custom invoices.
2.6. Customer submits payment method or updates account details for automated payment processing.

Platform Variants

3.1. Stripe
• Feature/Setting: Automated invoice creation (`/v1/invoices` API) and payment collection (`/v1/payment_intents`).
• Configure automated payment reminders and webhook for successful/failed payment events.

3.2. Square
• Feature/Setting: Invoice automation via "Invoices API" – create, send, and track (`CreateInvoice`, `PublishInvoice`).
• Automate payment status with webhooks for payment events.

3.3. QuickBooks Online
• Feature/Setting: Automated invoice creation (`/invoice` endpoint), payment recording, and customer sync.
• Automate reminders through "Recurring Templates".

3.4. Xero
• Feature/Setting: Automates invoice issuance with "Invoices API" (`POST /api.xro/2.0/Invoices`), payment collection, and status updates.

3.5. FreshBooks
• Feature/Setting: Automated invoice creation and sending through `POST /invoices`.
• Automate reminder triggers and payment sync.

3.6. Zoho Books
• Feature/Setting: Automated invoicing using `Invoices` module and API.
• Payment automation via `Customer Payments` endpoints.

3.7. PayPal
• Feature/Setting: Automate invoice generation via "Invoicing API" (`/v2/invoicing/invoices`).
• Automate collection and webhook integration for payment events.

3.8. WooCommerce
• Feature/Setting: Automated invoice and payment status via "WooCommerce REST API" and "WooCommerce Subscriptions".
• Automator plugins trigger actions by order completion.

3.9. Shopify
• Feature/Setting: Automated invoice send via `Order API` and automated payment capture with `Payment API`.
• Automatable triggers: order creation/fulfillment.

3.10. Chargebee
• Feature/Setting: Automate recurring invoices with "Subscriptions API" and payment status webhooks.

3.11. Recurly
• Feature/Setting: Automator for subscription billing, automated invoicing (`/invoices`), and payment failed automation.

3.12. Sage Intacct
• Feature/Setting: “AR Invoice” automation using XML API requests for creation, posting, and automated reminders.

3.13. Netsuite
• Feature/Setting: Automated invoice workflows via "SuiteScript" and REST API.
• Automate payment application from customer remittances.

3.14. Wave
• Feature/Setting: Automates invoice creation and reminders via "Invoices API" (`/businesses/{business_id}/invoices`).

3.15. Braintree
• Feature/Setting: Automated payment collection and integration of “Recurring Billing API” triggers.

3.16. GoCardless
• Feature/Setting: Automator triggers for SEPA/ACH collection, automate invoice status updates via webhook.

3.17. BILL (formerly Bill.com)
• Feature/Setting: Invoice automation pipeline with "API Invoices" endpoints and payment reminders.

3.18. Intuit Payments
• Feature/Setting: Automated payment collection API and recurring billing automator.

3.19. Pabbly Subscriptions
• Feature/Setting: Automates recurring billing and invoice creation via webhook and API configuration.

3.20. Mollie
• Feature/Setting: Automator triggers for new invoice creation (`/v2/invoices`) and payment state webhooks.

3.21. Microsoft Dynamics 365
• Feature/Setting: Automate invoice workflows using Power Automate and Dynamics APIs for AR processes.

3.22. Odoo
• Feature/Setting: Automates invoice creation via XML-RPC or REST API, with payment sync and trigger configuration.

3.23. SAP Business One
• Feature/Setting: Automated invoice processing with DI API (`oInvoices` object), automate payment handling.

3.24. Gusto
• Feature/Setting: Automator for automating payment tracking and payroll-related invoice events.

Benefits

4.1. Automatedly accelerates cash flow and reduces missed payments for archery ranges.
4.2. Automates error prevention in invoice and payment processes, minimizing manual intervention.
4.3. Automates customizable reminders and notifications to improve customer payment compliance.
4.4. Automating integration across bookkeeping, CRM, and scheduling for consistent records.
4.5. Automator provides scalable, automatable workflows as customer volume grows.
4.6. Automatedly enhances customer experience with seamless, timely billing and payment automation.