Invoicing & PaymentsPurpose
1.2. Seamlessly integrate tax rules by state/country, auto-apply rates, generate audit-ready reports, and dynamically update based on regulatory changes.
1.3. Eliminate the need for tax research by pulling updated rates, mapping line items, and automating form filling or system export for remittance.
Trigger Conditions
2.2. Payment received and marked as complete.
2.3. Client address modification or profile update.
2.4. Recurring invoices generated or batch billing events.
2.5. Tax rules/regulations updated via connected platform/API.
Platform Variants
• Feature/Setting: “Tax Calculation” API — configure webhook on invoice create to auto-populate sales tax fields.
3.2. Xero
• Feature/Setting: “Invoices” endpoint with tax line items — set automation to recalculate tax upon address or product/service code change.
3.3. Stripe
• Feature/Setting: “Tax Rate Objects” API — set auto-apply taxes on product or invoice, trigger on payment intent.
3.4. FreshBooks
• Feature/Setting: Automatic Sales Tax Setting — schedule nightly sync for updated rates and batch recalculations.
3.5. Zoho Books
• Feature/Setting: “Sales Tax API” — set trigger on invoice/estimate created, fetch jurisdictional rates.
3.6. Square
• Feature/Setting: “Orders API” with tax setting — auto-fetch rate by customer location before invoice finalization.
3.7. MYOB
• Feature/Setting: “Tax Codes” in AccountRight API — trigger calculation when new invoice event fires.
3.8. Avalara AvaTax
• Feature/Setting: “Calculate Tax” API — invoke tax lookup with address/service code, record results on invoice object.
3.9. TaxJar
• Feature/Setting: “SmartCalcs API” — automate address validation and rate pull for each invoice created.
3.10. Sage Business Cloud
• Feature/Setting: “VAT API” — auto-calculate on posted or drafted invoices, sync with client locations.
3.11. Intuit TurboTax Business
• Feature/Setting: “Sales Tax Import” — schedule export of invoice tax data for filing and remittance workflow.
3.12. Wave
• Feature/Setting: “Sales Tax Automation” — configure transaction hooks to recalculate taxes and update reports.
3.13. SAP Concur Invoice
• Feature/Setting: “Tax Calculation Service” — automate line-level lookup and assignment on new bill creation.
3.14. Oracle NetSuite
• Feature/Setting: SuiteTax API — trigger rate update workflow on invoice approval workflow.
3.15. PayPal Business
• Feature/Setting: “Invoicing Tax API” — set routines for calculating taxes per client region pre-invoice send.
3.16. Shopify
• Feature/Setting: “Checkout Tax Calculation” — automate location-based tax assignment for online invoices/orders.
3.17. WooCommerce
• Feature/Setting: “Automated Taxes” extension — auto-fetch and update rate for each customer checkout/invoice.
3.18. Microsoft Dynamics 365
• Feature/Setting: “Tax Calculation Service” — schedule sync and automation on invoice record creation.
3.19. Bill.com
• Feature/Setting: “Tax Line Import” — configure one-way sync from external tax engine or update-on-payment.
3.20. GoCardless
• Feature/Setting: “Billing API” — trigger tax rate application and reporting on invoice initiation or payment collect.
3.21. Salesforce Billing
• Feature/Setting: “Tax Calculation Rules” — trigger recalculation and report generation on invoice status update.
3.22. ServiceM8
• Feature/Setting: “Tax Automation” — set invoice triggers to auto-set and sync rates for job location.
Benefits
4.2. Ensures total compliance with regional/national tax laws, lowering audit risk.
4.3. Provides immediate, audit-ready reporting and remittance data for governance.
4.4. Enhances financial visibility, enabling data-driven decision-making for Airbrushing services.
4.5. Reduces redundant staff workload, freeing resources for high-value tasks.