Financial & Donation ManagementPurpose
1.2 Automatedly create invoices based on ticket sales, donations, or vendor transactions.
1.3 Automate sending, tracking, and reconciling payments from sponsors, partners, or attendees.
1.4 Automated payment follow-up via reminders for unpaid invoices across multiple communication channels.
1.5 Automate integration with financial records systems for real-time ledger updates.
Trigger Conditions
2.2 Unpaid invoice detected after predefined period (e.g., 7 days).
2.3 Receipt of payment notification from payment gateway.
2.4 Scheduled end-of-day batch generation for all transactions.
Platform Variants
• Function: Automate invoice creation and payment tracking via QuickBooks API /v3/company/{companyId}/invoice.
• Configure triggers for new sales or donations to generate invoices.
3.2 Xero
• Feature: Automate invoice creation via Xero Accounting API Invoices endpoint.
• Trigger on completed event registrations or donations.
3.3 Stripe
• Feature: Automate billing by initiating payment links and monitoring payment_intent.succeeded webhook.
• Automate reminders via payment status check.
3.4 PayPal
• API: Automate invoice send and reminders with /v2/invoicing/invoices and /v2/invoicing/reminders.
3.5 Zoho Books
• Feature: Automate invoice creation with Zoho Books API /invoices.
• Automate follow-up using /invoices/remind endpoint.
3.6 FreshBooks
• Function: Automate generating & emailing invoices with FreshBooks API /invoices and /invoices/{invoiceid}/send.
3.7 Square
• Feature: Automate invoice management with Square Invoices API /v2/invoices.
• Automate reminder emails using /v2/invoices/send endpoint.
3.8 Wave
• API: Automate invoice generation with /invoice endpoint.
• Automate payment tracking via webhook notifications.
3.9 Sage Intacct
• Feature: Automates creation of AR invoices with create_invoice API.
• Automate reminders via scheduled reports.
3.10 Odoo
• API: Automate invoice workflows using /account.move via RPC.
• Automate follow-up with scheduled actions feature.
3.11 Microsoft Dynamics 365
• Feature: Automate invoice process with Sales module and Workflow Designer.
• Automate payment flagging using Power Automate flow, trigger on status=”Unpaid”.
3.12 SAP Business One
• Feature: Automate AR invoice creation via DI API /Invoices Service.
• Automate reminding by triggering emails from SAP mail services.
3.13 Netsuite
• API: Automate invoice and collection through Invoice REST API and SuiteFlow automation.
3.14 Pipedrive
• Integration: Automate invoicing via Direct Invoice API and trigger based on deal stage.
3.15 HubSpot
• Feature: Automate via Workflows module, send invoices and automate reminders with integrated apps like QuickBooks, Xero.
3.16 Salesforce
• Function: Automate invoice creation through billing plugin, trigger follow-up tasks via Process Builder.
3.17 Mailgun
• Feature: Automate follow-up reminder emails via HTTP API /messages with scheduled delivery.
3.18 Gmail API
• Feature: Automate sending payment reminders via /gmail/v1/users/me/messages/send.
3.19 Twilio
• Feature: Automate SMS reminders for payment follow-up using Messages API /2010-04-01/Accounts/{AccountSid}/Messages.
3.20 SendGrid
• Feature: Automate invoice/ reminder email sends using /mail/send API with logic for custom template triggering.
3.21 Google Sheets
• Feature: Automate record-keeping and overdue invoice logic via Sheets API and Google Apps Script.
3.22 Slack
• Function: Automate notification to internal teams about overdue invoices via chat.postMessage or scheduled reminder.
Benefits
4.2 Automating follow-ups ensures consistent reminder communications across channels.
4.3 Automate reconciliation with financial systems minimizes manual effort and human error.
4.4 Automates compliance and audit by providing an automated audit trail.
4.5 Reduces staff workload and automates scalability for busy, multi-exhibit operations.
4.6 Improves exhibitor and donor experience with faster, automated, and more professional processes.