Automated client invoicing and payment reminders

Purpose

  1.1. Automatically generate client invoices and send timely payment reminders for agistment contracts, reducing manual workload, ensuring consistent cash flow, minimizing overdue payments, and maintaining full payment audit trails.
  1.2. Capture grazing lease schedules and automatically compute charges based on livestock head-count, duration, or specific contractual terms.
  1.3. Sync invoicing and reminders with client management records for centralized contract and payment overview.
  1.4. Integrate with accounting, notification, and financial tracking platforms for end-to-end financial transparency.

Trigger Conditions

  2.1. Agistment contract start or predefined billing interval reached (e.g., monthly, quarterly).
  2.2. Contract renewal or amendment event occurs.
  2.3. Detection of unpaid invoice after due date threshold.
  2.4. Manual trigger from administrator for unscheduled invoices.

Platform Variants

  3.1. QuickBooks Online
  • Feature: Invoice Create API.
  • Sample: Configure new invoice endpoint with customer, terms, amount, and due date.
  3.2. Xero
  • Feature: Invoices endpoint.
  • Sample: Automate POST to /Invoices with client, payment details, and line items.
  3.3. FreshBooks
  • Feature: Create Invoice API.
  • Sample: Trigger auto-generation for new contract records.
  3.4. Zoho Books
  • Feature: Invoices API.
  • Sample: Configure schedule to issue and email invoices.
  3.5. Stripe
  • Feature: Invoice creation endpoint.
  • Sample: POST to /v1/invoices with customer ID and agistment service items.
  3.6. PayPal
  • Feature: Invoicing API.
  • Sample: Automate POST to /v2/invoicing/invoices.
  3.7. Sage Business Cloud
  • Feature: Sales Invoices API.
  • Sample: Automated entry and sending on schedule.
  3.8. MYOB
  • Feature: Invoice Service API.
  • Sample: Configure customer and service mapping.
  3.9. Wave Accounting
  • Feature: Invoice Create API.
  • Sample: Connect to contract database for record-triggered invoicing.
  3.10. Square Invoices
  • Feature: CreateInvoice endpoint.
  • Sample: Scheduled trigger for grazing events.
  3.11. SMS via Twilio
  • Feature: Messaging API.
  • Sample: Send payment reminders SMS when due.
  3.12. SendGrid
  • Feature: Email API.
  • Sample: Automate invoice/reminder email content and scheduling.
  3.13. Mailgun
  • Feature: Messages API.
  • Sample: Email reminder triggered by overdue status.
  3.14. Slack
  • Feature: Chat.postMessage API.
  • Sample: Notify finance/admin channels on invoice creation/failures.
  3.15. Microsoft Teams
  • Feature: Webhooks/Connectors.
  • Sample: Auto-push billing actions to team channel.
  3.16. Airtable
  • Feature: Automation triggers + record creation.
  • Sample: New contract triggers invoice record and notification.
  3.17. Google Sheets
  • Feature: Sheets API.
  • Sample: Write invoice data and track statuses.
  3.18. Salesforce
  • Feature: Opportunity/Contract automation + Flow Builder.
  • Sample: Automated workflow for contract-to-invoice.
  3.19. HubSpot
  • Feature: Workflows + Deals API.
  • Sample: Agistment stage triggers invoice email sequence.
  3.20. Monday.com
  • Feature: Automations + Integrations Center.
  • Sample: Scheduled reminders for contract end dates and payment due.
  3.21. DocuSign
  • Feature: Envelope Create API.
  • Sample: Add contract signature/completion for invoice release.
  3.22. Notion
  • Feature: API + database triggers.
  • Sample: Log invoice activity and trigger reminders.

Benefits

  4.1. Reduce administrative overhead, saving staff effort on repetitive tasks.
  4.2. Minimize overdue payments through proactive, scheduled reminders.
  4.3. Improved accuracy by eliminating manual invoice creation errors.
  4.4. Centralized and auditable records for all client and contract activities.
  4.5. Faster payment cycles and more predictable cash flow for grazing leases.
  4.6. Higher client satisfaction due to professional, consistent communication.
  4.7. Seamless integration with existing finance and CRM tools.