Invoice, Payment, and Follow-UpPurpose
1.2. Minimize administrative workload, eliminate manual invoicing errors, maintain accurate financial records, and improve customer retention with scheduled reminders and seamless payment experiences.
1.3. Integrate with accounting, payment gateways, communication platforms, and CRM systems to centralize all billing activities and ensure synchronized documentation for audits and future service upselling.
Trigger Conditions
2.2. Scheduled interval (monthly, quarterly, annually) for next invoice issuance is reached.
2.3. Upcoming payment due date reminders required for previously issued invoices.
2.4. Payment received or payment missed after due date.
2.5. Change in contract scope or fee adjustment is recorded in the system.
Platform Variants
• Feature/Setting: Billing Schedules API — configure to create subscription-based invoices and set payment retries.
3.2. QuickBooks Online
• Feature/Setting: Recurring Transactions — enable scheduled invoicing linked to client profiles.
3.3. Xero
• Feature/Setting: Repeating Invoices — activate auto-send invoices at intervals and attach service agreements.
3.4. FreshBooks
• Feature/Setting: Recurring Billing Plans — design templates and auto-bill with saved payment methods.
3.5. Zoho Books
• Feature/Setting: Auto-Invoice — configure recurring profile per maintenance contract, set reminders.
3.6. Sage Intacct
• Feature/Setting: Contract Billing Module — assign schedules and auto-post to GL.
3.7. Square
• Feature/Setting: Recurring Invoices — create payment plans and send recurring e-invoices.
3.8. SAP Concur Invoice
• Feature/Setting: Automated Scheduling — configure for cost center-based recurring billing.
3.9. PayPal
• Feature/Setting: Subscriptions API — build recurring charges for maintenance plans.
3.10. Wave
• Feature/Setting: Recurring Invoices — activate email dispatch and online payment link.
3.11. WHMCS
• Feature/Setting: Billing Cycles and Automated Invoicing — set contract length, due dates, and grace periods.
3.12. NetSuite
• Feature/Setting: SuiteBilling — create contract-driven billing schedules and auto-notifications.
3.13. Chargebee
• Feature/Setting: Subscription Automation — set interval, proration, and update notifications.
3.14. Braintree
• Feature/Setting: Recurring Billing API — set maintenance interval, collect payments, handle declines.
3.15. HubSpot
• Feature/Setting: Workflows + Payments — trigger invoice emails and payment tracking when deal is closed.
3.16. Salesforce
• Feature/Setting: Scheduled Flows + Billing — auto-generate invoice record and connect with payment gateway.
3.17. Microsoft Dynamics 365
• Feature/Setting: Recurring Invoice Templates — set billing frequency per service agreement.
3.18. Mailgun
• Feature/Setting: Automated Email Triggers — send invoice or payment reminder emails.
3.19. Twilio
• Feature/Setting: SMS API — dispatch billing alerts and overdue reminders to customer phones.
3.20. Google Sheets
• Feature/Setting: Apps Script Scheduler — auto-generate invoice rows and email using PDF templates.
3.21. Slack
• Feature/Setting: Workflow Builder — notify internal team of dispatched and overdue invoices.
3.22. Monday.com
• Feature/Setting: Automations — create items for each upcoming billing event and track status.
3.23. DocuSign
• Feature/Setting: Automated Document Send — trigger re-signature on renewed contract triggering new billing.
3.24. Airtable
• Feature/Setting: Scripting — build recurring invoice logic and push notifications via integration.
Benefits
4.2. Ensures timely cash flow via automated reminders and payment retries.
4.3. Improves customer experience with consistent, branded billing communication.
4.4. Centralizes billing and follow-up data for transparent audit trails.
4.5. Scales effortlessly as contract volume increases, supporting business growth.
4.6. Enhances financial reporting accuracy with real-time synchronized records across platforms.