Integration of payment links in communications

Purpose

1.1. Automate the inclusion of unique payment links in all client communications for seamless, trackable transactions within auto electrical corporate repair invoicing and payment flows.
1.2. Automates payment collection to reduce manual invoice follow-up and errors.
1.3. Supports automated reconciliation by mapping payments received via automated payment links directly to specific service jobs.
1.4. Ensures all communications (email, SMS, instant messaging, notifications) are embedded with secure, automated payment interfaces.
1.5. Streamlines the invoicing process by automating the sending and tracking of payment requests after service delivery.

Trigger Conditions

2.1. Automatedly triggered when a job is marked "Complete" in the service management system.
2.2. Triggered on invoice generation in the accounting or field management platform.
2.3. Triggered on manual override by admin for special payment link re-issue.
2.4. Triggered when scheduled follow-up for unpaid invoices becomes due.
2.5. Triggered automatically when the customer is added to a payment reminder workflow.

Platform Variants

3.1. Stripe
• Feature/Setting: Use Stripe Payment Links API to generate unique payment links upon each invoice creation.
• Sample: Configure POST /v1/payment_links with amount and metadata (client ID, service ID).

3.2. PayPal
• Feature/Setting: Use PayPal Invoicing API to automate sending payment requests.
• Sample: POST /v2/invoicing/invoices with buyer info, itemized job breakdown.

3.3. Square
• Feature/Setting: Automates creation of Checkout Links via Square API for each completed service.
• Sample: POST /v2/online-checkout/payment-links with order ID and fulfillment type.

3.4. Twilio SMS
• Feature/Setting: Automate SMS dispatch with dynamic payment link.
• Sample: Use /v1/Messages endpoint with custom {{payment_link}} variable in message body.

3.5. SendGrid
• Feature/Setting: Automated email delivery with embedded payment links.
• Sample: POST /v3/mail/send with personalizations[0].dynamic_template_data.payment_link.

3.6. WhatsApp Business API
• Feature/Setting: Automator sends pre-approved templates including payment link.
• Sample: POST /v1/messages with type: template, parameter: {{payment_link}}.

3.7. QuickBooks Online
• Feature/Setting: Automate invoice email with embedded payment URL from QuickBooks Payments.
• Sample: PATCH /v3/company/{companyId}/invoice/{invoiceId}/send with customMessage.

3.8. Xero
• Feature/Setting: Automatedly include payment links in invoice PDF/email via Xero PayNow.
• Sample: Use PUT /api.xro/2.0/Invoices setting .

3.9. Zoho Invoice
• Feature/Setting: Automate notification with payment link via Zoho API.
• Sample: POST /invoices/{invoice_id}/email with custom link.

3.10. SAP Business One
• Feature/Setting: Automates payment link distribution through Document Service Layer.
• Sample: PATCH Invoices endpoint to include payment_link field.

3.11. Microsoft Dynamics 365
• Feature/Setting: Automate email template to append unique link.
• Sample: Use PATCH /api/data/v9.1/emails with {{payment_link}} dynamic variable.

3.12. HubSpot
• Feature/Setting: Automatedly include payment links in Workflows for invoice follow-up.
• Sample: Use "Send Email" action with {{payment_link}} property in templates.

3.13. FreshBooks
• Feature/Setting: Automate sending payment links via FreshBooks Invoices API.
• Sample: POST /invoices/invoiceId/send_email with payment_url.

3.14. Mailchimp
• Feature/Setting: Automated campaign with payment link merge tag.
• Sample: Use *|PAYMENT_LINK|* in template, integrate via API calls.

3.15. Pabbly Subscriptions
• Feature/Setting: Automator generates payment links per new subscription/service event.
• Sample: POST /api/payment-links with customer and service details.

3.16. Razorpay
• Feature/Setting: Automates payment link generation for each customer/job.
• Sample: POST /v1/payment_links with amount, currency, customer info.

3.17. Mollie
• Feature/Setting: Automator calls /v2/payment-links to attach unique link to communication.
• Sample: POST /v2/payment-links with payable_amount and metadata.

3.18. Authorize.net
• Feature/Setting: Automates payment form link issuance via Accept Hosted API.
• Sample: POST /api/accept hosted via getHostedPaymentPageRequest with job metadata.

3.19. Wave
• Feature/Setting: Automated sending of ‘pay now’ links in invoice emails.
• Sample: Use invoice.send API and handle links in template.

3.20. Google Chat
• Feature/Setting: Automate payment reminders with direct link in Chat messages.
• Sample: POST /v1/spaces/{space}/messages with "Click to Pay: {payment_link}".

3.21. Slack
• Feature/Setting: Automator sends payment link notification in private channel.
• Sample: POST /api/chat.postMessage with payment link in message text.

3.22. Gupshup
• Feature/Setting: Automatedly broadcast payment links over multiple messaging channels.
• Sample: POST /msg with {payment_link} as payload.

Benefits

4.1. Automates the end-to-end payment link lifecycle across multiple channels.
4.2. Ensures every communication automatedly delivers a trackable payment option, reducing payment delays.
4.3. Increases collection rates by automating reminders and payment links in real time.
4.4. Reduces manual intervention, freeing staff for higher-value tasks with automation.
4.5. Supports audit trails and reconciliation owing to automated mapping of payments to jobs.
4.6. Scalable—automates communications to hundreds or thousands of corporate clients without bottlenecks.
4.7. Enhances customer experience with frictionless, one-click payment flows embedded by automator logic.