Payment collection and invoice sending

Purpose

1.1. Automate payment collection and invoice sending operations in aromatherapy treatments to reduce manual processing, minimize errors, and ensure timely billing.
1.2. Automatedly send invoices to clients, track payment statuses, and trigger reminders for overdue accounts, supporting wellness and spa businesses’ revenue cycles.
1.3. Automator workflows to synchronize financial records, issue receipts post-payment, and integrate with accounting or CRM systems for seamless operations.

Trigger Conditions

2.1. New aromatherapy session booked or completed.
2.2. Customer accepts service quotation.
2.3. Pre-determined billing date/time for package clients.
2.4. Manual trigger from dashboard for ad-hoc invoicing.
2.5. Payment failure or overdue detection.

Platform Variants

3.1. Stripe
• Feature: Payment Intent API; automate payment creation and confirmation.
• Sample: Configure webhook for ‘invoice.created’ event.
3.2. PayPal
• Feature: Invoicing API; automatedly send digital invoices and manage reminders.
• Sample: Enable ‘Create Invoice’ endpoint with client email.
3.3. Square
• Feature: Invoices API; automate recurring invoice sending.
• Sample: Use ‘Invoices.CreateInvoice’ with client data.
3.4. QuickBooks
• Feature: Automated online invoices; schedule and track payments.
• Sample: Setup ‘Invoice’ object in API with automated triggers.
3.5. Xero
• Feature: Invoices API; automate issuing invoices from bookings.
• Sample: Use ‘POST /invoices’ for aromatherapy sessions.
3.6. Zoho Books
• Feature: Workflow rules; automate invoice creation and email delivery.
• Sample: Trigger via ‘New Sales Order’ entry.
3.7. FreshBooks
• Feature: Automated invoice scheduling; link client emails.
• Sample: Use event-driven API for invoice issuance.
3.8. Wave
• Feature: Recurring Billing; automate sending and payment links.
• Sample: Configure in ‘Recurring Invoices’ pipeline.
3.9. Sage
• Feature: Invoice and Payment API; automate workflows for services rendered.
• Sample: Create invoice and set up webhook for payment status.
3.10. HubSpot
• Feature: CRM invoice automation; send upon deal closure.
• Sample: Integrate workflow automation tied to ‘Deal Won’ event.
3.11. Mailgun
• Feature: Email automation for billing notifications.
• Sample: Trigger on ‘invoice.created’ to client’s inbox.
3.12. SendGrid
• Feature: Automate invoice email dispatch using templates.
• Sample: Set API to trigger on invoice generation.
3.13. Twilio SMS
• Feature: SMS-based invoice and payment reminders automatedly.
• Sample: Use event and message API for reminders on overdue.
3.14. Google Sheets
• Feature: Automate invoice data logging and status updates.
• Sample: Script triggers on new row (service completion).
3.15. Airtable
• Feature: Automate pipeline from booking to paid status.
• Sample: Use ‘Automations’ to send emails on field change.
3.16. Notion
• Feature: Invoice tracking database with automated status tags.
• Sample: Integrate API to update payment records live.
3.17. Slack
• Feature: Automated notifications to internal teams (Finance/Ops).
• Sample: Webhook triggers on invoice send or payment confirmation.
3.18. Salesforce
• Feature: Automated invoice generation in CRM upon service log.
• Sample: Workflow rules tied to completed aromatherapy session object.
3.19. Monday.com
• Feature: Automation recipes for invoice and payment status tracking.
• Sample: Configure to update pulse when invoice paid.
3.20. DocuSign
• Feature: Automated signing of service contracts before invoicing.
• Sample: Trigger signature request; automate invoice send on sign.

Benefits

4.1. Automates repetitive billing tasks, reducing manual errors and saving staff time.
4.2. Ensures automated, timely payment collection improving business cash flow.
4.3. Provides automated reminders to reduce overdue payments.
4.4. Facilitates seamless recordkeeping and automated reporting for audits.
4.5. Enhances client experience through prompt, automated communications.