Invoicing & PaymentsPurpose
1.2. Ensure customers receive eligible discounts in real-time during online or POS invoicing.
1.3. Reduce manual errors and administrative workload, ensuring accuracy in billing and customer satisfaction.
1.4. Integrate cross-channel promotional campaigns, reflecting current discounts for customer segments, holiday events, or bulk orders.
1.5. Immediate reflection of rule-based pricing on payment requests, digital receipts, and backend systems for accounting.
Trigger Conditions
2.2. Detection of eligible promotional code submission by customer.
2.3. Customer group or quantity-based discount eligibility check.
2.4. Specific service bundled purchase met.
2.5. Pre-defined promotional calendar date/time window.
Platform Variants
3.1. Stripe
• Feature/Setting: Coupons API - Create and apply discount codes with the `apply_coupon` endpoint.
3.2. Square
• Feature/Setting: Discounts API - Configure automated rules via `catalog/object` for line-item or order-level offers.
3.3. QuickBooks Online
• Feature/Setting: Invoice API - Script auto-addition of `discount_line_detail` in invoice object.
3.4. Zoho Books
• Feature/Setting: Discounts module in Invoice APIs - Use `discount` field, configure automation on invoice creation.
3.5. Xero
• Feature/Setting: Invoices endpoint - Automate population of the `DiscountAmount` field before posting invoices.
3.6. FreshBooks
• Feature/Setting: Invoice API - Insert `discountValue` and `discountType` dynamically in invoice draft.
3.7. Shopify
• Feature/Setting: Admin API - Automate PriceRule and DiscountCode application at checkout or draft order creation.
3.8. WooCommerce
• Feature/Setting: REST API - Apply automated coupons via `orders` endpoint with `coupon_lines` set.
3.9. PayPal
• Feature/Setting: Invoicing API - Programmatically update `discount.amount` before sending the invoice.
3.10. Sage Business Cloud
• Feature/Setting: Invoice API - Script rule-based `discount_total` entries in invoice POST request.
3.11. Microsoft Dynamics 365
• Feature/Setting: Sales Order Entity - Use Workflows for automatic discount code insertion.
3.12. Salesforce
• Feature/Setting: Opportunities & Quotes Object - Trigger Apex workflows to adjust `Discount` fields.
3.13. HubSpot
• Feature/Setting: Deal Automation/Workflows - Set property update triggers on invoice/quote record.
3.14. SAP Business One
• Feature/Setting: DI API - Auto-update `DiscountPercent` property on `Documents` object.
3.15. Odoo
• Feature/Setting: Automated Actions on `account.move` model to insert rule-based discounts.
3.16. Intuit Mailchimp
• Feature/Setting: Ecommerce Promotions Workflow - Trigger API call to e-commerce backend for discount sync.
3.17. Wave
• Feature/Setting: Invoice API - Automate the `discount_total` parameter on invoice creation.
3.18. Trello (with Power-ups)
• Feature/Setting: Card Automation/Butler - Push discount percentage to linked invoicing tools via webhook.
3.19. Google Sheets
• Feature/Setting: Apps Script automation - Calculate and write discount to invoice row, trigger via webhook.
3.20. Airtable
• Feature/Setting: Scripting Block - Calculate/apply discount value in billing base, sync via REST hooks.
3.21. MYOB
• Feature/Setting: Invoices API - Script discount addition before invoice finalization.
3.22. Monday.com
• Feature/Setting: Custom Automation - Use formula column and API to update invoice discount fields.
3.23. Netsuite
• Feature/Setting: SuiteScript workflow on `Transaction` record - Programmatic insertion of promotional codes.
Benefits
4.2. Faster invoice turnaround and increased customer trust.
4.3. Harmonization of multi-channel promotional rules and campaigns.
4.4. Reduced support tickets relating to promotional discrepancies.
4.5. Quick compliance with business and industry promotional strategies.
4.6. Real-time visibility on promotion effectiveness and usage trends.