Billing & PaymentsPurpose
1.2. Automates payment confirmation, document generation, and automated customer notification, improving cash flow tracking and client experience.
1.3. Implements a fully automatable, error-free process for digital billing, regulatory compliance, and transaction transparency.
1.4. Supports multi-channel automated delivery, central recordkeeping, and real-time financial updates.
1.5. Ensures that every received payment immediately triggers an automated receipt with minimal manual intervention.
Trigger Conditions
2.2. Automator watches for paid status update in accounting or ERP system.
2.3. Automated triggers also upon email confirmation from payment processor or when a bank deposit is reconciled.
Platform Variants
3.1. Stripe
• Feature/Setting: PaymentIntent API; configure webhook for "payment_intent.succeeded" event, automating real-time receipt generation and emailing.
3.2. PayPal
• Feature/Setting: Instant Payment Notification (IPN); setup IPN listener to trigger automating receipt creation and automated dispatch.
3.3. Square
• Feature/Setting: Payments API; configure webhook on "payment.updated" with status PAID for automated email receipt.
3.4. QuickBooks Online
• Feature/Setting: Webhook/app connection on "Invoice Paid" event, automating PDF receipt generation and automated email delivery.
3.5. Xero
• Feature/Setting: Set up webhook for "payment received"; automate receipt document via Xero API and email to client.
3.6. FreshBooks
• Feature/Setting: New payment trigger in integrations; automator sends automated receipts by email.
3.7. Zoho Books
• Feature/Setting: Workflow automation on payment completion; invoke Zoho Books API to generate & email receipts automatically.
3.8. Microsoft Power Automate
• Feature/Setting: Template for "When a payment is received in Dynamics 365"; automates sending an Outlook email with attached receipt.
3.9. Google Sheets
• Feature/Setting: On change in payment status column; configure Apps Script automation to generate and send PDF receipts.
3.10. Intuit Mailchimp
• Feature/Setting: Payment completed trigger in Mailchimp + ecomm store; automates sending transaction receipt email.
3.11. SAP Business One
• Feature/Setting: Use Service Layer API; configure automation to detect new incoming payments and send automated receipts.
3.12. Oracle NetSuite
• Feature/Setting: SuiteScript workflow on record of payment; automates email of receipt to customer.
3.13. Salesforce
• Feature/Setting: Process Builder/Flow on "Opportunity Closed Won" and payment verified; automates email receipt.
3.14. HubSpot
• Feature/Setting: Payment Intent API workflows; triggers automated receipts as soon as transaction is closed.
3.15. Wave
• Feature/Setting: Automator on "Payment Received"; sends automated receipts to client email.
3.16. SendGrid
• Feature/Setting: API for email automation; used to deliver payment receipts from any business system.
3.17. Twilio
• Feature/Setting: SMS API; automates SMS notification with receipt download link on payment received.
3.18. Airtable
• Feature/Setting: Automation on field update (Payment status); triggers script for generating automated receipt PDF and sending email.
3.19. DocuSign
• Feature/Setting: REST API; automate sending of receipts requiring acknowledgement.
3.20. Slack
• Feature/Setting: Slack Incoming Webhook; automates sending internal confirmation receipt to #billing channel.
Benefits
4.2. Ensures compliance and accurate, real-time audit trail for every automated receipt.
4.3. Improves customer satisfaction with instant, automated payment confirmations.
4.4. Supports automated multi-channel notifications (email, SMS, cloud storage).
4.5. Seamlessly automates reconciliation and reporting, strengthening cash flow controls.
4.6. Provides scalable, automatable systems that grow with business volume.