Purpose
1.2. Ensure financial compliance, accurate analytics, and streamlined operations by automating invoicing and payment follow-ups.
1.3. Reduce manual work, minimize errors, ensure timely payments, and support compliance with financial regulations by automating all notification and tracking steps for bookings.
Trigger Conditions
2.2. Booking status changes to “confirmed” or “pending payment.”
2.3. Outstanding payments approaching, past-due, or overdue.
Platform Variants
3.1. Xero
• API: Create Invoice endpoint; configure to auto-create invoices based on event booking payload.
3.2. QuickBooks Online
• API: Invoice/V3/create; automate invoice creation and retrieval, set reminders with Scheduled Notifications.
3.3. FreshBooks
• API: Invoices endpoint; automate generation for each confirmed event, auto-email client.
3.4. Zoho Books
• API: Invoices/Create; automate invoice workflows, trigger reminders via Automated Email Settings.
3.5. Square
• API: Invoices/CreateInvoice; automate event invoice, enable auto-reminders in Square Dashboard.
3.6. Stripe
• API: Invoices/Create; automated invoice issues and automated reminders via Stripe’s Billing Notifications.
3.7. PayPal
• API: Create Invoice; automate invoice dispatch, send reminders via Remind Endpoint.
3.8. Wave
• API: Invoices/POST; automate invoice and reminder for each event booking.
3.9. Sage Intacct
• API: ARINVOICE; automate event invoice processing and automate emailing client reminders.
3.10. SAP Business One
• API: InvoiceService; automate invoice workflow steps and reminders in event life-cycle.
3.11. Oracle NetSuite
• SOAP/RESTlet for Invoice Creation; automate event invoicing and reminder triggers with SuiteScript.
3.12. Microsoft Dynamics 365
• API: SalesInvoices; configure automated invoice generation tied to booking entity.
3.13. Monday.com
• Automations: Set recipe for invoicing post booking form submission, schedule reminders with Notifications feature.
3.14. Salesforce
• Process Builder/Flow: Automate invoice object creation and trigger emails at due-date using Workflow Rules.
3.15. Google Sheets
• Script Editor: Blueprints for Google Workspace API automation to export booking data and automate invoice emails.
3.16. HubSpot
• Workflows: Recipe to automate deals-to-invoice generation and automated payment follow-ups.
3.17. Mailgun
• API: Messages/send; automate invoice attachments and payment reminders via templated email.
3.18. SendGrid
• API: Mail Send; automate invoice delivery and scheduled payment reminders to guests.
3.19. Twilio SMS
• API: Messages/send; automated payment reminders via SMS for unpaid event invoices.
3.20. Slack
• API: chat.postMessage; automate internal alerts for overdue customer invoices to the finance team.
Benefits
4.2. Automated workflows streamline compliance, analytics, and reporting for finance within an Argentinian restaurant context.
4.3. Automated reminders improve customer experience, ensuring prompt payment and minimal friction.
4.4. Automation increases financial clarity and reduces operational overhead for restaurant management.