Payment and Billing AutomatonsPurpose
1.2. Purpose is to ensure every business account receives a precise, timelined, automated statement for all package locker transactions, fees, and billing details, with full regulatory compliance and audit trails.
1.3. Automation covers extracting monthly account data, formatting into compliant documents, emailing, archiving, and reconciling statements.
1.4. Automating the statement process reduces errors, manual workload, and ensures billing transparency and faster payment cycles.
1.5. Allows for seamless integration with existing ERP, finance, email, and document management systems using automatable digital workflows.
Trigger Conditions
2.2. System checks if statement for prior month is already generated (idempotency check).
2.3. Automated trigger occurs via timer, cron job, scheduler event in connected software.
2.4. Automation continues if new unique transactions or billing items for each account are detected for the previous month.
Platform Variants
• Feature/Setting: Recurrence trigger, configure Monthly frequency; use “Export Table to PDF” for statements; mail via Outlook “Send an email (V2)”.
3.2. Google Apps Script
• Feature/Setting: Scripted time-driven triggers; use GmailApp.sendEmail() and DocumentApp APIs.
3.3. Zapier
• Feature/Setting: Schedule by Zapier; connect Google Sheets/Excel to Gmail/Outlook/Slack for automated statement generation and delivery.
3.4. Integromat (Make)
• Feature/Setting: Scheduler module, PDF generator, email module; automate statement creation and delivery.
3.5. Salesforce
• Feature/Setting: Automated Reports Scheduler; send emails with attachments; use Apex Scheduler for custom flows.
3.6. QuickBooks Online
• Feature/Setting: Recurring Transaction API for statements, automated “Send Forms” schedule.
3.7. Xero
• Feature/Setting: Automated invoice and statement scheduler; use Xero API to fetch billing data and send statements.
3.8. HubSpot
• Feature/Setting: Workflow automation; trigger monthly contact workflows and send emails with attachments using file manager API.
3.9. Pabbly Connect
• Feature/Setting: Scheduler; Google Sheets/Drive modules for statement data; auto-email via SMTP.
3.10. AWS Lambda
• Feature/Setting: CloudWatch Events for monthly schedule; S3 for statement storage; SES for automated email of statements.
3.11. Google Cloud Functions
• Feature/Setting: Pub/Sub scheduler for monthly automation; use Cloud Storage and Gmail API.
3.12. Oracle Integration Cloud
• Feature/Setting: Scheduled orchestration; ERP extract; automates email with Oracle Notification Service.
3.13. DocuSign
• Feature/Setting: Scheduled Envelope Sending API; include monthly statements as attachments.
3.14. FreshBooks
• Feature/Setting: Automated recurring invoices/statement send; use FreshBooks API for monthly automation.
3.15. Slack
• Feature/Setting: Scheduled messages via Slack API; automate posting summary/statements to #finance channel.
3.16. Box
• Feature/Setting: Automated file request/schedule upload and notification via Box Skills API each month.
3.17. Dropbox
• Feature/Setting: Automate file generation/upload workflow; use “File requests” and shared links for monthly access.
3.18. SendGrid
• Feature/Setting: SMTP API; automate monthly HTML or PDF statement email sends with tracking.
3.19. Twilio SendGrid
• Feature/Setting: Marketing Campaigns Automation; scheduled monthly send with dynamic attachments.
3.20. SAP Business ByDesign
• Feature/Setting: Automatic Scheduled Report Dispatch; Business User Setup for periodic automation.
3.21. Monday.com
• Feature/Setting: Recurring automation trigger on “Month Start”; integrate with file and email automators.
3.22. Mailgun
• Feature/Setting: Scheduled email API; automate attachments and delivery status events for statements.
3.23. Workato
• Feature/Setting: Scheduler trigger; automate statement extraction, PDF generation, and outbound channels.
3.24. Smartsheet
• Feature/Setting: Time-based workflow automation for monthly sheet exports and email delivery.
Benefits
4.2. Automation prevents missed or delayed statements, enhancing accounts receivable processes.
4.3. Automated delivery improves transparency, customer trust, and streamlines dispute handling.
4.4. Automators free staff from repetitive tasks, allowing focus on value-added services.
4.5. Seamless integration with multiple finance and CRM systems via automatable APIs.
4.6. Centralized archive and automated logs provide full compliance and easy audits.
4.7. Automation enables quick adaptation to business changes or regulatory updates.