Invoicing & PaymentsPurpose
1.2. Support seamless invoicing of recurring, one-off, and multi-service appointments for home appliance repair, delivery, and parts replacement.
1.3. Integrate billing data from field teams, service logs, and inventory to generate and distribute invoices in batches via email, SMS, and client portals.
1.4. Track invoice status, schedule reminders, reconcile payments, and generate payment reports.
Trigger Conditions
2.2. End-of-day or week-close batch processing events.
2.3. Upload/import of job completion spreadsheets or data from remote field devices/apps.
2.4. Receipt of new service requests that trigger a batch billing cycle.
2.5. Custom triggers: manual batch initiation, webhook from third-party scheduler, or inventory reconciliation.
Platform Variants
3.1. QuickBooks
• API: CreateBatchInvoices
• Configure endpoint for batch invoice creation using source job data arrays.
3.2. Xero
• API: Invoices endpoint (BatchPOST Invoices)
• Schedule invoice creation for multiple clients in a single call with status as DRAFT or SENT.
3.3. FreshBooks
• API: bulk_create_invoices
• Initiate recurring batch invoice creation tied to completed work orders.
3.4. Zoho Books
• API: Invoices > Create Bulk Invoices
• Push multiple invoices with detailed mapping from job records.
3.5. Sage Business Cloud
• API: batch-invoices endpoint
• Automate uploading and posting of batched invoice line items.
3.6. MYOB
• API: AccountRight > /Sale/Invoice/Service
• Configure endpoints for multiple invoice records upload via JSON array.
3.7. Wave
• API: CreateMultipleInvoices
• Use batch payload for customer job arrays and send in group.
3.8. SAP Business One
• API: Service Layer > BatchInvoice POST
• Feed job completion lists for consolidated invoice run.
3.9. Odoo
• Invoice model: batch_create
• Configure scheduled server action for end-of-day bulk processing.
3.10. Microsoft Dynamics 365
• API: Batch Invoices action
• Trigger from workflow that assembles list from field jobs or orders.
3.11. Netsuite
• API: Invoice SuiteScript REST
• Use map/reduce script to post batch invoices linked to repair jobs.
3.12. Salesforce
• API: Bulk API v2 – Insert Invoices
• Automate upload and mapping from completed case or work order objects.
3.13. Square
• API: BatchCreateInvoices
• Configure endpoint for bulk invoice distribution to home clients.
3.14. Stripe
• API: Invoice API > Create multiple invoices via scheduled batch
• Link with payment infrastructure for follow-up reminders.
3.15. Braintree
• API: batch_transaction_create
• Map closed repair jobs to customer invoices in a bulk operation.
3.16. Intuit
• API: batch_invoices endpoint
• Integrate with timesheet or project systems for mass billing.
3.17. PayPal Invoicing
• API: Create Batch Invoices
• Set up for mass email of PDFs after batch job run.
3.18. ServiceTitan
• Feature: Bulk Invoice Export
• Automate bulk data extraction and trigger invoice workflow.
3.19. RepairShopr
• Endpoint: batch_create_invoice
• Connect to job-completed webhook for instant batch runs.
3.20. Google Sheets + Apps Script
• Script: Bulk invoice generation to accounting systems upon batch completion
• Use trigger on sheet update or upload.
3.21. Mailgun
• API: Batch Send
• Distribute invoice notifications for all recipients in batch run.
3.22. SendGrid
• API: /mail/send (batch personalization)
• Attach PDFs, merge template data for multiple customers.
Benefits
4.2. Ensures accurate, timely invoicing leading to faster payments.
4.3. Integrates seamlessly with existing job and service management flows.
4.4. Scalable for handling volume spikes from seasonal repair demand.
4.5. Automates status monitoring, error flagging, and batch reprocessing for missed invoices.