Payment & BillingPurpose
1.2. Automatically collect transaction data, calculate rental duration and fees, generate professional invoices, and automate dispatch via multiple communication channels (email/SMS/app notifications).
1.3. Enable instant digital record creation for every payment/billing event, facilitating automatable record-keeping and scalable operations.
Trigger Conditions
2.2. Scheduled billing cycles (end-of-day, weekly, or monthly batch triggers for B2B partners).
2.3. Customer check-out from locker system or request for billing.
2.4. Locker usage exceeds preferred thresholds (e.g., overtime charges).
2.5. Refunds or adjustments processed on account.
Platform Variants
• Feature: Automated Invoice API — configure webhooks for "invoice.created" event.
3.2. QuickBooks Online
• Feature: Create Invoice endpoint — map locker sales data to invoice fields.
3.3. Zapier
• Feature: Multi-step Zaps — trigger on locker payment, use action to "Create Invoice" in connected finance tools (e.g., Xero).
3.4. Xero
• Feature: Invoices API — set up automated invoice creation upon payment confirmation trigger.
3.5. PayPal
• Feature: Invoicing API — automate generation and email dispatch after successful transaction.
3.6. FreshBooks
• Feature: Invoice Automation — use payment webhook to programmatically generate invoices.
3.7. Square
• Feature: Invoices API — set up automation to create and send invoice upon each locker payment event.
3.8. Salesforce
• Feature: Process Builder/Flows — automate invoice record creation linked to storage service payments.
3.9. Sage Business Cloud
• Feature: API for Invoice Creation — automate invoice entry from integrated POS or payment data.
3.10. SendGrid
• Feature: SMTP/API — automate invoice PDF dispatch via email upon invoice creation.
3.11. DocuSign
• Feature: eSignature API — append invoices for digital signature in customer communication workflow.
3.12. Microsoft Power Automate
• Feature: Prebuilt Invoice automator Flow — link payment module to finance app for automating invoices.
3.13. Google Sheets
• Feature: App Script automation — auto-generate invoice templates from row-level trigger on payment data.
3.14. HubSpot
• Feature: Workflow Automation — trigger auto-invoicing pipeline for locker rental customers.
3.15. Oracle NetSuite
• Feature: SuiteScript/RESTlet — automate invoice object creation based on payment data integration.
3.16. Odoo
• Feature: Automated Invoicing in Accounting app — set condition for transaction triggers.
3.17. Mollie
• Feature: Payment webhook — trigger Invoicing API post-transaction to automate billing.
3.18. WooCommerce
• Feature: Automated Invoice plugin — automatically email invoice upon purchase completion.
3.19. Shopify
• Feature: Order API — automate invoice generation post-payment event for locker bookings.
3.20. Mailgun
• Feature: Messages API — automate sending invoices via transactional emails.
Benefits
4.2. Reduces staff time spent on repetitive billing and invoicing work.
4.3. Minimizes human error and manual entry inconsistencies.
4.4. Supports real-time, automated dispatch to improve customer experience.
4.5. Simplifies compliance and audit processes by automating centralized invoice records.
4.6. Enables scalable billing and automated finance operations as business grows.
4.7. Empowers flexible communication channels—email, SMS, app notifications—for automating different delivery preferences.
4.8. Facilitates automatable customization and branding for invoices in every dispatch.
4.9. Integrates with accounting/ERP to support streamlined, automatedled financial management.
4.10. Provides records for data analytics and reporting via automated synchronizations.