Invoicing & Payment AutomationPurpose
1.2. Automates the transformation, validation, and transfer of customer billing, received payments, tax summaries, service revenue, and payment method breakdowns.
1.3. Reduces manual data entry errors, labor hours, and ensures automated data integrity for audits and real-time accounting.
1.4. Enables automated syncing for monthly reporting, cashflow analysis, VAT/GST declarations, and seamless integration for marine service-specific general ledgers.
Trigger Conditions
2.2. Payment recorded, updated, or reconciled against an invoice.
2.3. End-of-day or scheduled batch export (e.g., nightly, weekly).
2.4. Manual override/export requested by finance personnel.
2.5. Automated flag on overdue invoice payment status changes.
Platform Variants
• Feature/Setting: “Create Invoice” API; Configure client credentials and mapping for service, customer, and tax fields.
3.2. Xero
• Feature/Setting: “Invoices API”; Automate using OAuth2, mapping custom fields for cleaning services and categorizing by vessel type.
3.3. Sage Intacct
• Feature/Setting: “General Ledger - PostTransactions”; Setup automated XML payload export with regional tax codes.
3.4. FreshBooks
• Feature/Setting: “Invoices Endpoint”; Set up automated client, payment, and item mapping from CRM output.
3.5. Zoho Books
• Feature/Setting: “Invoices API: Create/Update”; Automate service-item linkage and payment status updates per job closed.
3.6. Wave
• Feature/Setting: “CreateInvoice” Endpoint; Batch exporting via JSON, with automation trigger on payment completion.
3.7. MYOB AccountRight
• Feature/Setting: “/Sale/Invoice” API; Automate export scheduled post-job verifying ABN/GST attributes.
3.8. NetSuite
• Feature/Setting: “RecordService/SOAP Add Invoice”; Scheduled automation using role-based API keys for marine cleaning categories.
3.9. Oracle Fusion Cloud
• Feature/Setting: “REST API: Invoices”; Automate with secure integrations using system user authentication.
3.10. Microsoft Dynamics 365 Business Central
• Feature/Setting: “API for SalesInvoices”; Automate mapping customer, line items, job reference and automated posting.
3.11. SAP Business One
• Feature/Setting: “Invoice Service Layer API”; Automatic transformation and export, with GL mapping for cleaning services.
3.12. KashFlow
• Feature/Setting: “Invoices API”; Schedule automated POST mappings to Marine GL accounts.
3.13. FreeAgent
• Feature/Setting: “Create Invoice API”; Automate customer and expenses association based on completed cleaning jobs.
3.14. Reckon
• Feature/Setting: “Transactions API”; Automate exporting invoice/payment with mapping for automated reconciliation.
3.15. Kashoo
• Feature/Setting: “API: AddInvoice”; Automated export from a batch or per invoice event.
3.16. Acumatica
• Feature/Setting: “Invoices Endpoint”; Automate using screen-based mappings and scheduler triggers.
3.17. QuickFile
• Feature/Setting: “API: CreateInvoice”; Automated posting and tagging by boat ID/service.
3.18. Patriot Software
• Feature/Setting: “Invoices API”; Batch automation for all processed invoices per day.
3.19. Billy
• Feature/Setting: “API: Invoice/Create”; Automate single or grouped data entries.
3.20. ZipBooks
• Feature/Setting: “NewInvoice API”; Automates export on service completion event.
Benefits
4.2. Provides automated up-to-date accounting records, supporting accurate, timely compliance.
4.3. Accelerates reconciliation, reducing manual review with real-time sync.
4.4. Enhances audit readiness with automated traceability of data flows.
4.5. Improves staff productivity by automating repeatable, high-frequency financial tasks.
4.6. Delivers automated cross-platform consistency, ensuring books reflect actual operations daily.