Billing & PaymentsPurpose
1.2. Ensures accurate, fair revenue and optimized cash flow by automating invoice changes and refunds or additional charges.
1.3. Automator aligns billing periods precisely to user occupancy dates without manual spreadsheet edits.
1.4. Reduces manual effort and error-prone workflows for financial teams, automating the entire adjustment pipeline.
Trigger Conditions
2.2. Automated detection of join or leave dates differing from standard billing cycles.
2.3. Automator triggered by CRM, booking, or member management system events.
2.4. Automatedly listening for changes in membership status.
Platform Variants
3.1. Stripe
• Feature/Setting: Automated Prorate Charges API; configure "prorate=true" in InvoiceItem or Subscription Updates.
3.2. QuickBooks Online
• Feature/Setting: Automated invoice adjustments via API endpoint "updateInvoice" with custom fields for join/leave dates.
3.3. Zoho Books
• Feature/Setting: Automate Credit Note creation through the "Create Credit Note" API endpoint linked to member records.
3.4. Xero
• Feature/Setting: Automates invoice update through "Update invoice" endpoint, using automated date logic for effective billing.
3.5. Chargebee
• Feature/Setting: Configuration of Prorated Billing via "subscription.update" API for partial period automation.
3.6. FreshBooks
• Feature/Setting: Automate the creation of prorated invoices using "create_invoice" endpoint with programmable line items.
3.7. Wave
• Feature/Setting: Automated receipt or refund generation using "Create Invoice" and "Issue Refund" API endpoints.
3.8. SAP Concur
• Feature/Setting: Automates reimbursement adjustment via "Expense Report" API, keyed to coworking space billing code changes.
3.9. Oracle NetSuite
• Feature/Setting: Integration of automated SuiteScript to detect and adjust invoices for partial period occupancies.
3.10. SAGE Intacct
• Feature/Setting: Automated "update_invoice" in the Order Entry API, utilizing precise date calculations.
3.11. Microsoft Dynamics 365
• Feature/Setting: Configure automated workflow in Power Automate to listen for member join/leave changes and post to Finance.
3.12. Salesforce Billing
• Feature/Setting: Automates prorated adjustments using Billing Schedule Automation in workflow rules.
3.13. Square Invoices
• Feature/Setting: Automator triggers Invoice API to update amounts and descriptions based on join/leave events.
3.14. PayPal
• Feature/Setting: Automated Create/Update Invoice API, using dynamic calculations tied to date change inputs.
3.15. Bill.com
• Feature/Setting: Automate recurring bill adjustment using "Edit Bill" API endpoint with custom date fields.
3.16. Intuit Payments
• Feature/Setting: Automates payment adjustment through "Update Payment" API with prorated total.
3.17. HubSpot
• Feature/Setting: Automated workflow with "Custom Code Action" to recalculate invoice items when triggered.
3.18. Monday.com
• Feature/Setting: Automated integration using Integromat module to patch billing-related columns for pro-rata.
3.19. Airtable
• Feature/Setting: Automates record update with "Scripting" block triggered by join/leave date change.
3.20. Odoo
• Feature/Setting: Prorated invoice automation via "account.move" endpoints and automatedely triggered scheduled actions.
3.21. Braintree
• Feature/Setting: Automated adjustments through "Subscription Update" with proration calculation enabled parameter.
3.22. Google Sheets (with Apps Script)
• Feature/Setting: Automates recalculation using time-driven Apps Script triggers to update billing rows.
Benefits
4.2. Automates cash flow predictability and reduces disputes or manual corrections.
4.3. Minimizes admin workload by automating repetitive, error-prone processes.
4.4. Improves member experience by automating transparent and precise adjustments in real-time.
4.5. Ensures scalability and compliance with standardized, auditable automatable billing systems.