Invoice generation and reminder emails

Purpose

1. Automate invoice creation and scheduled reminder emails for ticket sales, group bookings, concessions, and rentals.

2. Reduce manual billing error, accelerate cash flow, and ensure timely payments for amusements and activities.

3. Trigger customer engagement and financial tracking after each transaction, reservation, or recurring membership fee.

4. Synchronize with financial systems to update ledgers and integrate reminders for overdue or upcoming payments.

Trigger Conditions

1. New transaction in point-of-sale (POS) or online booking platforms.

2. Scheduled follow-up after unpaid invoices at X days.

3. Recurring membership bill date reached.

4. Manual staff trigger for special event/group invoices.

5. Payment status update received (paid, overdue, partial).

Platform Variants

1. Salesforce

• Workflow: Process Builder for "New Opportunity Closed–Won" → Send invoice email via Salesforce Email Templates.
  

2. QuickBooks Online

• API: Invoice creation (POST /v3/company/invoice), Send reminder (POST /v3/company/invoice/{id}/send).
  

3. Xero

• Endpoint: POST /Invoices to create; POST /Emails to send reminders.
  

4. Stripe

• Billing: Automated invoices via /v1/invoices endpoint; Send email reminders with "auto_advance" enabled.
  

5. FreshBooks

• API: POST /invoices endpoint to generate; POST /automations for reminders.
  

6. Zoho Books

• REST API: CreateInvoice and SendReminder actions via API calls.
  

7. SAP Business One

• B1if Integration Framework: Auto-create A/R Invoice object and send email via SMTP integration.
  

8. Microsoft Dynamics 365

• Power Automate: Trigger on 'Invoice Created' entity → Send email via Outlook connector.
  

9. HubSpot

• Workflow Automation: "Deal Stage = Closed Won" → Create invoice via Invoice API, trigger reminder via Workflow Email.
  

10. NetSuite

• SuiteScript/Restlet: Create invoice record and schedule email via SuiteFlow triggers.
  

11. Odoo

• Automated Actions: on invoice validation → Send reminder email via mail.template.
  

12. Wave

• Direct API: POST /invoices to generate, Schedule reminders via Invoice Reminders module.
  

13. PayPal

• Invoicing API: /v2/invoicing/invoices create/send; use automated reminders preference per invoice.
  

14. Square

• Invoices API: Create and send invoices; Schedule reminders with "reminders" array.
  

15. Sage Intacct

• Web Services: create_invoice function; schedule/send reminders using scheduled actions.
  

16. Mailgun

• Feature: Automate reminder emails with Scheduled Sends and Tracking.
  

17. SendGrid

• Feature: Transactional Template for invoice reminders; Schedule sends via API v3/mail/send.
  

18. Twilio SendGrid

• Automation: Dynamic template for reminder; Schedule with send_at parameter.
  

19. Gmail API

• Endpoint: users.messages.send for invoice/reminder delivery; automated via trigger.
  

20. Slack

• Workflow: Notify staff or channel on invoice status; use Slack Web API chat.postMessage.
  

21. Monday.com

• Integration: Automations when item (booking) status changes → send invoice/mail reminder via Gmail/Outlook integration.
  

22. Asana

• Custom Rules: On task marked 'Payment Due', trigger send email via Asana Email Integration.
  

23. Trello

• Power-Up: Card moves to 'Needs Invoice', use Email Power-Up to generate and send invoice email.
  

Benefits

1. Eliminates manual billing, ensures all transactions and bookings are invoiced promptly.

2. Reduces late payments with timely, automated reminders.

3. Integrates directly into existing business tech stack, enhancing data consistency.

4. Frees staff for guest service by automating routine financial communications.

5. Improves payment predictability and supports real-time financial oversight for management.