Invoicing & Payment ProcessingPurpose
1.2. Instantly apply region-specific sales tax, VAT, or service tax based on customer and job site location.
1.3. Document all tax rules and rates changes in real-time for professional, audit-ready records.
1.4. Automatically itemize tax amounts on digital invoices and integrate payment handling.
1.5. Sync all calculated tax data with general ledger and tax reporting tools.
Trigger Conditions
2.2. Customer data (location, business type) is updated or new.
2.3. Service line items or pricing is modified.
2.4. Scheduled batch invoice processing time occurs.
2.5. Upon payment initiation or completion event.
Platform Variants
3.1. QuickBooks Online
• Feature/Setting: Sales Tax API; configure tax preferences and endpoint for updateInvoice event trigger.
3.2. Xero
• Feature/Setting: Invoice webhook; enable and map region/state-based tax codes via API integration.
3.3. Zoho Books
• Feature/Setting: Taxes module settings; automate with 'createInvoice' API and webhook for tax calculation.
3.4. FreshBooks
• Feature/Setting: Invoice event listener; use freshbooks.taxes.list and freshbooks.invoices.create endpoints.
3.5. Sage Intacct
• Feature/Setting: Smart events on AR invoice object; call getTaxDetails API for relevant records.
3.6. Avalara AvaTax
• Feature/Setting: Transactions API, 'CreateTransaction' with detailed tax parameter mapping.
3.7. TaxJar
• Feature/Setting: Sales Tax Calculation API, POST /v2/taxes; configure invoice sync and auto-categorize SKUs.
3.8. Stripe
• Feature/Setting: Tax Rates object, API call to create invoice with dynamic tax_rates parameter.
3.9. Square
• Feature/Setting: CatalogTax API, apply auto-calculation in createInvoice payload.
3.10. Bill.com
• Feature/Setting: API for Bill/Invoice creation, map line items to tax codes in payload.
3.11. SAP Business One
• Feature/Setting: DI API for AR Invoices; set TaxCode property programmatically by location.
3.12. Microsoft Dynamics 365
• Feature/Setting: Automated workflow on sales invoice entity; trigger Tax Group Assignment.
3.13. Oracle NetSuite
• Feature/Setting: SuiteScript 2.0; configure afterSubmit script to execute tax logic.
3.14. Intuit ProConnect
• Feature/Setting: REST API; auto-assign and recalculate sales tax fields during client invoice import.
3.15. ADP SmartCompliance
• Feature/Setting: Integration setup; provision sales tax calculation hook using RESTful Events.
3.16. Wave Accounting
• Feature/Setting: Invoice API; attach sales tax objects in createInvoice endpoint.
3.17. ServiceTitan
• Feature/Setting: Tax Zones & Calculation API; triggers on new job invoice event.
3.18. MYOB
• Feature/Setting: Live API, POST invoice with tax inclusive/exclusive configuration.
3.19. Odoo
• Feature/Setting: Automated action for account.move; apply fiscal rule for tax calculation.
3.20. PayPal Invoicing
• Feature/Setting: Invoicing API, auto-add tax_amount per item during invoice creation POST.
3.21. WooCommerce
• Feature/Setting: REST API, hook into order.created to apply geolocation-based tax calculation.
3.22. Shopify
• Feature/Setting: Taxes API, webhook on order/paid event to adjust line item tax.
Benefits
4.2. Ensures up-to-date tax compliance across all work locations.
4.3. Accelerates payment processing by showing clear tax itemization.
4.4. Provides audit trails with tax logic and rates for reconciliation and reporting.
4.5. Scales easily across locations and regulatory updates without new manual processes.