Financial & Payment AutomationPurpose
1.2. Ensure precision and timely sending, reduce manual errors, maintain compliance, accelerate cash flow, and integrate with member management, bookings, and accounting.
1.3. Provide digital copies for audits and transparent financial records.
1.4. Adapt formatting to regulations and customize layouts based on service type or member preference.
Trigger Conditions
2.2. Completion of a flying lesson or course.
2.3. Membership renewal or registration.
2.4. End of month for subscription services.
2.5. Ad-hoc services, such as equipment rental or guest flights.
2.6. Manual trigger by finance/admin staff.
2.7. API/webhook triggers from 3rd-party platforms (CRMs, ERPs, club management software, etc.).
Platform Variants
• Feature/Setting: “CreateInvoice” API — Set up triggers on booking or payment events, auto-populate invoice fields with customer and service data.
3.2. Xero
• Feature/Setting: “Create Invoices” API endpoint — Configure to pull booking data, issue PDF or digital invoices, schedule automatic email.
3.3. Zoho Books
• Feature/Setting: “Invoices.Create” API — Map fields from booking CRM to invoice template, auto-email on submission.
3.4. FreshBooks
• Feature/Setting: “Create Invoice” API — Set up workflow to auto-populate invoice upon member billing event.
3.5. Stripe
• Feature/Setting: “Invoices API” — Auto-generate invoice for each payment intent or fulfilled booking.
3.6. SAP Concur
• Feature/Setting: “Invoice Integration” — Use workflow triggers on expense entries or flight booking for invoice creation.
3.7. Sage Intacct
• Feature/Setting: “Create AR Invoice” API — Connect to bookings database to generate invoice upon flight completion.
3.8. Microsoft Dynamics 365
• Feature/Setting: “Sales Invoices” API — Automate invoice creation from reservation record triggers.
3.9. Google Workspace (Sheets/Docs + Gmail)
• Feature/Setting: Google Apps Script — Script merges data into Docs invoice template, outputs PDF, and sends via Gmail.
3.10. Salesforce
• Feature/Setting: “Billing and Invoicing” + Flow Builder — Automate from Opportunity or Service event, auto-email client.
3.11. Odoo
• Feature/Setting: “Automated Actions” on Invoicing module — Generate/send invoice on booking action.
3.12. Wave
• Feature/Setting: “Invoice API” — Use trigger from integrated form or booking event to create and email invoice.
3.13. PayPal
• Feature/Setting: “Create and Send Invoice” API — Configure webhook from booking to auto-generate/send invoice link.
3.14. Bill.com
• Feature/Setting: “Create Invoice” API — Link booking system for instant invoice issue.
3.15. MYOB
• Feature/Setting: “AccountRight Invoices API” — Sync with scheduling system to issue invoices on service delivery.
3.16. Square
• Feature/Setting: “Invoices API” — Automatically issue invoice on completed reservation.
3.17. Mollie
• Feature/Setting: “Create Invoice” endpoint — Trigger from member payment or event registration.
3.18. SendGrid
• Feature/Setting: “Send Email” API with PDF attachment — Automate distribution after invoice generation.
3.19. DocuSign
• Feature/Setting: “Envelopes API” — Attach invoice for e-signature if required.
3.20. Dropbox Sign (HelloSign)
• Feature/Setting: Automated document fill + send workflow — Optional for mandates/confirmations with invoices.
3.21. Slack
• Feature/Setting: Slack Incoming Webhook — Notify finance/admin team of sent invoices for audit.
3.22. HubSpot
• Feature/Setting: “Workflows” automation + invoices from deals — Triggered from closed-won bookings or subscriptions.
Benefits
4.2. Reduces time on manual entry and human error in invoice operations.
4.3. Strengthens compliance with audit-ready and timestamped documentation.
4.4. Enhances experience for members with prompt, professional invoices.
4.5. Supports flexible billing (ad-hoc, recurring, split payments).
4.6. Integrates with aviation club management, booking, and finance software.
4.7. Enables real-time tracking, reminders, and financial analytics.