Purpose
1.2 Automates the capture of event orders, calculates costs, applies tax/discounts, and generates itemized invoices.
1.3 Automatedly delivers invoices to clients via email/SMS and tracks payment status in real-time.
1.4 Initiates automation of payment reminders for overdue invoices to enhance cash flow and reduce manual follow-up.
1.5 Ensures all finance operations for events are streamlined, repeatable, and easily auditable for compliance.
Trigger Conditions
2.2 Invoice due date approaching or payment marked as overdue triggers automated payment reminders.
2.3 Payment received confirmation automates invoice reconciliation and closes the reminder loop.
Platform Variants
3.1 Xero
• Function/API: Invoices API — automate creation of sales invoices and automated email delivery.
3.2 QuickBooks Online
• Feature: Invoice Automation API — automates invoice record creation and sends automated reminders.
3.3 Stripe
• API: Invoicing — automate invoice creation, email distribution, and payment status tracking.
3.4 Zoho Books
• Module: Sales Automation — automates generating invoices and scheduled payment reminders.
3.5 FreshBooks
• Feature: Automated Invoicing — automates invoice creation, recurring invoices, and payment reminders.
3.6 Square
• Service: Invoices API — automates sending invoices and reminder notifications for unpaid bills.
3.7 PayPal Invoicing
• API: Create/Send Invoice — automate invoice generation and payment reminders via PayPal network.
3.8 Sage Business Cloud
• Tool: Automated Invoices — automates creation, delivery, and overdue payment reminders for events.
3.9 Wave
• Feature/Setting: Recurring Invoices — automates scheduled invoices and payment chase-up emails.
3.10 Bill.com
• Workflow: Invoice and Payables Automation — automator for event billings and scheduled reminders.
3.11 SAP Concur
• Module: Invoice Management Automation — automates event invoicing workflows and reminder schedules.
3.12 Microsoft Power Automate
• Connector: Invoicing Automation — automates data transfer from event booking to finance system for invoice generation.
3.13 Google Workspace (Apps Script)
• Script: Gmail API — automate personalized email reminders for payments and invoice sharing.
3.14 HubSpot
• Integration: Invoice Automation — automates syncing event data, invoice emails, and reminder sequences.
3.15 Salesforce
• Component: Billing Automation — automates invoice creation from event objects and automates follow-up reminders.
3.16 Mailgun
• API: Automated Email — automates batched invoice/reminder email deliveries.
3.17 Twilio
• API: Programmable SMS — automates payment reminder messages to contacts linked to event bookings.
3.18 Outlook (Microsoft Graph API)
• API: Automated Email Delivery — automates sending PDF invoices and scheduled reminders.
3.19 Slack
• Integration: Notifications Bot — automates Slack notifications for overdue event invoices to internal teams.
3.20 Notion
• API/Integration: Automated logging of invoice status and automating reminders for follow-ups.
Benefits
4.2 Automates timely collections with payment reminders, improving cash flow.
4.3 Ensures consistency in finance operations by automating repetitive administrative tasks.
4.4 Automates communications, ensuring clients are well informed and follow-ups are reliable.
4.5 Automatable interface with multiple finance tools, enabling rapid scaling and low-touch finance administration.
4.6 Automatedly maintains compliance and audit trails for all event financial transactions.