Customer payment portal sync

Purpose

1. Automate real-time synchronization of customer payments from external portals into internal management systems, ensuring accurate financial records, instant payment recognition, and streamlined invoicing for air compressor repair services.

2. Eliminate manual payment reconciliation, reduce accounting errors, and enable immediate service or parts confirmation post-payment.

3. Compliance with industry accounting standards for traceable transactions, minimizing human intervention and risk of financial discrepancies.

4. Enable rapid update of customer balance statuses, post-payments, and automate service contract trigger or warranty activation.

Trigger Conditions

1. New customer payment recorded on portal (web, mobile app, or third-party service).

2. Invoice status change (from unpaid to paid/partial).

3. Receipt of payment confirmation notification or webhook from portal/API.

4. Scheduled sync interval if API does not support webhook events.

Platform Variants

1. PayPal

• API: Payments Webhooks — configure listener for PAYMENT.SALE.COMPLETED event; sample: “POST /webhooks/payment-event”.
  

2. Stripe

• API: Events — subscribe to “invoice.payment_succeeded”; sample: Stripe dashboard “Developers > Webhooks”.
  

3. Square

• Webhook: Payments Updated — trigger on changes to payment status; configure via Developer Dashboard, event: “payment.updated”.
  

4. QuickBooks Online

• API: ReceivePayments endpoint — retrieve new payments; OAuth2 auth, “GET /v3/company/{companyId}/query?query=SELECT * FROM Payment”.
  

5. Xero

• API: Payments endpoint — await POST or GET call for new payments against invoices; “GET /api.xro/2.0/Payments”.
  

6. FreshBooks

• API: Payments Service — GET payment event; “GET /accounting/account/{accountId}/payments/payments”.
  

7. Zoho Books

• API: New Payment Webhook — configure webhook on payment received; “/payments”.
  

8. Sage Intacct

• API: create_payment or read_payment API call; configure for on-demand pulls, “readByQuery”.
  

9. Wave

• API: Payments endpoint — polling for “payment.created” event.
  

10. Authorize.Net

• API: Webhooks — subscribe to “net.authorize.payment.authcapture.created”.
  

11. Adyen

• API: Notification Webhooks — “AUTHORISATION” event; configure via Adyen Dashboard.
  

12. Braintree

• Webhook: Transaction Disbursed — configure for notification on payment success.
  

13. Shopify

• Webhook: “orders/paid” event — triggers on payment of orders for service/parts.
  

14. Sage 50cloud

• API: Payment Notifications or polling for payment-received flags.
  

15. Intuit Payment Solutions

• API: Webhooks — “PaymentCreated”; subscription management required.
  

16. Oracle NetSuite

• REST API: PaymentEvent; polling or webhook for payment record changes.
  

17. SAP Business One

• Service Layer API: Monitor Payments entity for new POSTs.
  

18. MYOB

• API: GET Payments endpoint; “/accountright/{companyId}/Sale/CustomerPayment”.
  

19. Chargebee

• API: Events Webhook, subscribe to “payment_collected_successfully”.
  

20. Recurly

• Webhook: “successful_payment_notification”; configure in Admin > Webhooks.
  

21. Mollie

• API: Payment Status webhook; “/v2/payments/{id}” events.
  

Benefits

1. Achieves near-instant financial record updates and error-free payment posting.

2. Enables automated release of services, repair approval, or parts dispatch post-payment without manual steps.

3. Reduces DSO (days sales outstanding) by decreasing time-to-record payment.

4. Facilitates compliance and audit-readiness for industrial equipment repair firms.

5. Saves staff time and provides seamless customer experiences.