Automated notifications for incoming payments

Purpose

1. Automatically notify stakeholders (consultants, finance, admin) in real-time when a payment is received for invoices, retainer fees, or project milestones.

2. Ensures fast acknowledgement of funds for accounting, project delivery, reconciliation, and project progression decision-making.

3. Provides precise details on payer, amount, method, invoice/service matched, and timestamps to designated recipients.

4. Reduces manual checking, eliminates missed or delayed updates, and improves cash flow visibility and client communication.

Trigger Conditions

1. Successful incoming payment recorded on accounting, payment gateway, or banking platform.

2. Payment matches invoice number, project code, or client identifier.

3. API/webhook or event generated by financial software (paid status, payment received, balance update).

Platform Variants

1. Stripe

• Feature/Setting: Webhook endpoint for "payment_intent.succeeded" event, outputs invoice ID and customer details.
  

2. PayPal

• Feature/Setting: IPN (Instant Payment Notification) listener for "Payment Completed".
  

3. QuickBooks Online

• Feature/Setting: Setup "New Payment" event in API, fetch customer and invoice info.
  

4. Xero

• Feature/Setting: "Payments" webhook triggers on new payment, linked to contact and invoice.
  

5. Square

• Feature/Setting: Payments API, monitor "payment.created" event.
  

6. Sage Intacct

• Feature/Setting: API "get_payment" call or event subscriptions for new payments.
  

7. FreshBooks

• Feature/Setting: "Payment Created" webhook, provides payment, client, and invoice data.
  

8. Zoho Books

• Feature/Setting: Configure webhook for "Payment Received" module.
  

9. Wise Business (formerly TransferWise)

• Feature/Setting: Push notifications API for incoming payments.
  

10. Revolut Business

• Feature/Setting: Webhook on "transaction.completed" event.
  

11. Plaid

• Feature/Setting: "Transactions" product, webhook for new credit transactions.
  

12. GoCardless

• Feature/Setting: Webhook for "payment_confirmed" event.
  

13. Wave

• Feature/Setting: Payments webhook on new customer payments.
  

14. Braintree

• Feature/Setting: Webhook for "transaction_disbursed" and "settled".
  

15. Mollie

• Feature/Setting: Activate webhook for "payment.paid".
  

16. Authorize.net

• Feature/Setting: Webhook listener for "net.authorize.payment.authcapture.created".
  

17. Intuit Payments

• Feature/Setting: "Payment" endpoint webhook for payment posted.
  

18. Microsoft Dynamics 365 Finance

• Feature/Setting: Business event on "Payment received".
  

19. SAP Business One

• Feature/Setting: Service Layer event subscription on incoming payment.
  

20. Salesforce

• Feature/Setting: Use "Payment__c" custom object with platform event or flow to notify on payment status update.
  

21. MYOB

• Feature/Setting: REST API, payment endpoint webhook on new transactions.
  

22. Oracle NetSuite

• Feature/Setting: SuiteScript or workflow triggered on "Payment Received" record.
  

Benefits

1. Eliminates manual monitoring for payments, freeing consultants/admins to focus on core tasks.

2. Enables accurate, real-time project and cash flow management.

3. Enhances client service through immediate acknowledgment.

4. Reduces missed payment follow-ups and accelerates invoicing cycles.

5. Ensures audit trail and compliance by logging notification events across platforms.