Invoicing & PaymentsPurpose
1.2. Ensure timely, accurate invoicing and automatic payment collection at pre-defined intervals (monthly, quarterly, annually).
1.3. Reduce manual tasks, minimize errors, and improve cash flow by automating renewals, notifications, payment retries, and ledger updating.
1.4. Streamline compliance, customer communication, tax calculations, and financial reporting for home appliance repair contracts.
Trigger Conditions
2.2. Contract nearing next billing cycle.
2.3. Addition or change in contract terms.
2.4. Invoice generation or payment failure events.
Platform Variants
3.1. Stripe
• Function: Subscriptions API
• Configure: Create recurring plans, generate invoices, set webhooks for payment events.
3.2. QuickBooks Online
• Feature: Recurring Transactions
• Configure: Schedule recurring invoices by customer and contract; auto-send & track.
3.3. Zoho Books
• Feature: Recurring Invoices Module
• Configure: Set up recurring schedule, automate reminders, link payment gateway.
3.4. Xero
• Feature: Repeating Invoices
• Configure: Define invoice templates, automate emissions, enable direct payment links.
3.5. Chargebee
• Feature: Subscription Billing
• Configure: Create product plans, automate renewals, handle proration/adjustments.
3.6. FreshBooks
• Feature: Auto-Bill Clients
• Configure: Turn on recurring profiles, enable automatic charge to payment methods.
3.7. PayPal
• API: Subscriptions & Billing Agreements
• Configure: Create billing plans, manage agreement life-cycle, set IPN for updates.
3.8. Square
• API: Subscriptions API
• Configure: Define recurring billing cycles, automate card transactions, sync receipts.
3.9. Braintree
• API: Subscriptions
• Configure: Create plans on customer vault, automate billing, set retry logic.
3.10. Authorize.Net
• Feature: Automated Recurring Billing
• Configure: Create ARB subscriptions, manage modifications or cancellations via dashboard.
3.11. Wave
• Feature: Recurring Invoices
• Configure: Schedule invoice frequency; attach automated payment link.
3.12. Recurly
• Feature: Subscriptions & Billing
• Configure: Build plans, automate renewals, connect payment gateways.
3.13. Intuit Payment Solutions
• Feature: Recurring Payments
• Configure: Set up recurring billing plans per client, auto-collect payments.
3.14. GoCardless
• API: Subscriptions
• Configure: Schedule direct debit payments, automate notifications and mandates.
3.15. Chargify
• Feature: Subscription Management
• Configure: Build recurring billing profiles, automate dunning & notifications.
3.16. SAP Concur Invoice
• Feature: Recurring Payments
• Configure: Set recurring payment schedules, auto-match payments to contracts.
3.17. Salesforce Billing
• Feature: Recurring Billing Rules
• Configure: Automate invoice runs, set custom renewal triggers.
3.18. Odoo
• Module: Subscription Management
• Configure: Build recurring contracts, auto-generate and dispatch invoices.
3.19. SAGE Intacct
• Feature: Recurring Billing Module
• Configure: Define templates; auto-create transactions per cycle.
3.20. Bill.com
• Feature: Auto-Bill
• Configure: Map recurring invoices, automate ACH/card payments.
3.21. Mollie
• API: Recurring Payments
• Configure: Set payment schedules, manage failed charge workflows.
3.22. Plaid
• API: Payments Initiation
• Configure: Connect banking for recurring direct debits.
3.23. ZenDesk Sell with PandaDoc
• Feature: Document Automations
• Configure: Auto-send contract renewals & trigger invoice on acceptance.
3.24. DocuSign Payments
• Feature: Billing Automation
• Configure: Link signed contracts to payment schedules.
Benefits
4.2. Ensures predictable cash flow and improves payment collection rates.
4.3. Enhances customer satisfaction via timely, professional communications and reminders.
4.4. Enables scale—handles hundreds or thousands of contracts without added headcount.
4.5. Provides audit-ready logs and real-time financial insights for compliance and reporting.