Purpose
1.1. Automate the creation and delivery of invoices/receipts for heliport corporate transportation services.
1.2. Automatedly generate billing documents post-flight booking, service completion, or at scheduled intervals.
1.3. Automate reconciliation, improve record-keeping, and maximize customer experience.
1.4. Enable clients to receive invoices/receipts via automated email, SMS, or customer portals, strengthening document traceability.
Trigger Conditions
2.1. New flight booking or order confirmation.
2.2. Service completion/status change in booking management system.
2.3. Manual admin trigger or scheduled batch processing.
2.4. Payment received or deposit processed automated trigger.
2.5. Customer profile creation/update with billing info.
Platform Variants
1. Stripe
• Feature: Invoices API; configure automation to trigger invoice.create and invoice.send events.
2. QuickBooks Online
• Feature: Create Invoice API; set up automator to POST invoice and email automatically post-transaction.
3. Xero
• Feature: Invoices Endpoint; automate POST to /Invoices and automatedly email on approval.
4. FreshBooks
• Feature: Invoice Creation API; set up automator for automated sending when new payment is logged.
5. Zoho Books
• Feature: Invoices API; configure automation for automatic invoice creation/sending on new entry.
6. Square
• Feature: Invoices API; automate POST to /v2/invoices and enable reminder automations.
7. Sage Business Cloud
• Feature: Invoice Service; configure automator to trigger and auto-send on booking completion.
8. Wave
• Feature: Invoices API; automate invoice creation/sending via /businesses/{id}/invoices.
9. SAP Concur
• Feature: Expense/Invoice API; automate invoice creation after expense report approval.
10. Microsoft Dynamics 365
• Feature: Customer Invoices API; automate flow with custom triggers for service fulfillment.
11. Google Workspace (Docs, Gmail)
• Feature: Apps Script automation; generate invoices from Docs templates, auto-attach and email.
12. DocuSign
• Feature: Envelope Creation API; automate sending invoice docs for digital sign-off.
13. HubSpot
• Feature: Workflow Automation; trigger “Send Invoice” action on deal stage advanced.
14. Salesforce
• Feature: Process Builder/Flows; automate invoice generation in integrated ERP module.
15. PayPal
• Feature: Invoices API; automate CREATE and SEND endpoints post-payment.
16. Intuit
• Feature: QuickBooks Invoice API; automatable endpoints for invoice send/creation.
17. Harvest
• Feature: Invoices API; set automated triggers from timesheet/project completion.
18. Bill.com
• Feature: Invoice Automation; automate invoice workflow for outgoing transactions.
19. Odoo
• Feature: Automated Actions; auto-generate and email invoices upon status changes.
20. Mailgun
• Feature: Email API; automate sending invoice documents generated via system triggers.
Benefits
4.1. Streamlined, automated billing reduces manual admin and errors.
4.2. Automated delivery ensures timely communication with corporate helicopter clients.
4.3. Improve revenue recognition by automating invoice/receipt generation.
4.4. Accelerate reconciliation with instant, automated document flow.
4.5. Elevate customer experience via professional, automatedly branded communications.
Customer Management & Experience