Financial & Invoicing AutomationPurpose
1.2. Reduce manual errors by ensuring all completed payments are linked to corresponding invoices in real-time, updating financial records throughout the sales and brokerage process.
1.3. Expedite revenue collection, including deposits, final payments, broker commissions, and miscellaneous fees tied to aircraft transactions.
1.4. Ensure compliance with aviation industry financial standards and enable fast, auditable reporting for all transactional activity per aircraft sale.
Trigger Conditions
2.2. Payment received via linked portal (successful charge event) for a referenced invoice.
2.3. Invoice status update (e.g., overdue, paid, partially paid).
2.4. Payment reversal, refund, or chargeback notification from portal.
2.5. Scheduled financial reconciliation in accounts system.
Platform Variants
3.1. Stripe
• Feature/Setting: Webhooks → Configure "invoice.payment_succeeded" and "payment_intent.succeeded" to trigger workflow.
3.2. PayPal
• Feature/Setting: REST API, Webhooks on "PAYMENT.CAPTURE.COMPLETED" to map PayPal payments to issued invoices.
3.3. QuickBooks Online
• Feature/Setting: Invoices API, "Receive Payment" endpoint to automatically reconcile incoming payments with invoices.
3.4. Xero
• Feature/Setting: Accounting API, "Payments" endpoint to update invoice status upon portal payment.
3.5. Zoho Books
• Feature/Setting: Webhooks for invoice payment received; API "Customer Payments" to synchronize data.
3.6. Sage Intacct
• Feature/Setting: "create_ap_payment" API for automated entry from payment portals to vendor or sales invoices.
3.7. FreshBooks
• Feature/Setting: Payments API, "createPayment" to log payments against outstanding invoices.
3.8. Oracle NetSuite
• Feature/Setting: SuiteTalk API, "invoicePayment" record creation post-payment portal confirmation.
3.9. SAP Concur
• Feature/Setting: Invoices API, "POST /invoices/{id}/payments" for syncing payment received events.
3.10. Square
• Feature/Setting: Webhooks, "payment.created" and "invoice.paid" event handlers.
3.11. Braintree
• Feature/Setting: Webhooks → Configure for "transaction_settled", relay to invoice management system.
3.12. Worldpay
• Feature/Setting: Notification Webhooks on "ORDER_PAID" event.
3.13. Adyen
• Feature/Setting: API "payment details" endpoint, webhook notifications for "AUTHORISATION" success to update invoices.
3.14. GoCardless
• Feature/Setting: Webhooks for "payment_confirmed", use API to match Direct Debit to invoice.
3.15. Bill.com
• Feature/Setting: "Payments API", webhook for "Payment Processed", integrate with accounts receivable.
3.16. Wave
• Feature/Setting: API Webhooks for "invoice_payment_made", update record in Wave and auxiliary platforms.
3.17. Mollie
• Feature/Setting: Webhook for "payment.paid", API for synchronizing the payment with issued invoices.
3.18. Authorize.Net
• Feature/Setting: Webhooks for "net.authorize.payment.authcapture.created", update CRM/invoice record.
3.19. Recurly
• Feature/Setting: Webhook on "invoice_paid", API to confirm completion and update external systems.
3.20. Wise (formerly TransferWise)
• Feature/Setting: Webhooks for incoming payments; API call to mark invoice as settled once received.
3.21. HubSpot
• Feature/Setting: API for "deal paid" triggers, update deal and invoice objects when portal signals payment event.
3.22. Salesforce
• Feature/Setting: Process Builder or Flow with REST API endpoint to update Opportunity and Invoice upon payment portal confirmation.
Benefits
4.2. Sends automated receipts and updates to clients and internal sales/brokerage teams instantly when payments complete.
4.3. Reduces late-payment risk and expedites commission workflows by ensuring real-time financial clarity.
4.4. Enhances financial transparency and eases audit compliance for aircraft sales and brokerage operations.
4.5. Frees up staff from routine tasks, enabling focus on higher-value aviation sales efforts.