Invoicing & Payment ProcessingPurpose
1.2. Reduce manual intervention, minimize delays and errors, and provide a record to both clients and staff.
1.3. Strengthen trust by automatically delivering timely, personalized, and branded communications for each payment/receipt event.
1.4. Support financial reconciliation workflows, audit trails, and automated CRM updates with structured messaging.
Trigger Conditions
2.2. Receipt or payment added to a payment processor.
2.3. Manual payment status update by staff in admin software.
2.4. New payment confirmation webhook or email received.
2.5. Automatic receipt creation after successful card, bank transfer, or online payment.
Platform Variants
• Feature/Setting: “PaymentIntent Succeeded” webhook; configure to POST payment data.
3.2. QuickBooks Online
• Feature/Setting: “PaymentCreated” event via API or app connector; filter by payment type.
3.3. Xero
• Feature/Setting: “new payment” webhook/“Get Payments” API endpoint for polling.
3.4. Sage Intacct
• Feature/Setting: Payment event via “CustomerPayment” API object; set to fire upon new payment record.
3.5. SAP Business One
• Feature/Setting: Service Layer “Payment” entity event; configure webhook or scheduled job.
3.6. Microsoft Dynamics 365
• Feature/Setting: “Payment Received” business event or Power Automate trigger.
3.7. Zoho Books
• Feature/Setting: “PaymentReceived” webhook or “Payments” API GET call.
3.8. PayPal
• Feature/Setting: “PAYMENT.SALE.COMPLETED” webhook event; handles direct and invoiced payments.
3.9. Square
• Feature/Setting: “payment.created” webhook for new payments.
3.10. FreshBooks
• Feature/Setting: “payment:created” trigger through FreshBooks API.
3.11. Wave
• Feature/Setting: “Payment Created” trigger in Wave API.
3.12. SAP Concur
• Feature/Setting: “Receipt created” event or email triggers via app connector.
3.13. Oracle NetSuite
• Feature/Setting: Saved search for new payment transactions, trigger SuiteScript or RESTlet.
3.14. Invoice Ninja
• Feature/Setting: “Payment Created” webhook; set endpoint to receive payment details.
3.15. Odoo
• Feature/Setting: “Payment Done” signal or API call for invoice processing.
3.16. Intuit Payment
• Feature/Setting: Webhook on “Payment Received”, direct integration with invoice module.
3.17. Mailgun
• Feature/Setting: “Send Email” API, called with templated confirmation HTML/text.
3.18. SendGrid
• Feature/Setting: “Mail Send” v3 API, execute on trigger; custom fields for payment info.
3.19. Amazon SES
• Feature/Setting: “SendEmail” API; integrate in workflow following confirmation.
3.20. Twilio SendGrid
• Feature/Setting: Use dynamic templates with substitution parameters for payment details.
3.21. Mandrill (Mailchimp Transactional)
• Feature/Setting: “messages/send-template”; merge payment data into confirmation template.
3.22. Outlook 365
• Feature/Setting: Use Graph API “Send mail”; automate message dispatch with custom body.
3.23. Gmail
• Feature/Setting: “Send Email” via Google API after trigger; populate dynamic client/payment info.
3.24. Salesforce
• Feature/Setting: Flow automation on “Payment Record Update”, triggering “Send Email” action.
3.25. HubSpot
• Feature/Setting: Workflow on “Payment completed” triggering “Send transactional email”.
3.26. Intercom
• Feature/Setting: “Send Message” API after payment confirmation event.
3.27. Slack
• Feature/Setting: “Chat.PostMessage”; send channel or DM notifications of payment events.
3.28. Microsoft Teams
• Feature/Setting: Use webhook or bot “Send message”; notify payment received.
3.29. Pabbly
• Feature/Setting: API workflow to trigger “Send Email” step on payment receipt.
Benefits
4.2. Minimizes human error, eliminates delays from manual communication.
4.3. Enhances customer experience with instant, uniform, and branded communication.
4.4. Empowers compliance and auditing through automated logging of each transaction message.
4.5. Increases operational efficiency by freeing staff from repetitive notification tasks.