Payment & InvoicingPurpose
1.2. Ensures each registrant receives an accurate, branded invoice attached to registration confirmation, supporting accounting workflows and financial transparency.
1.3. Standardizes billing by automating itemization, discounts, taxes, and invoice dispatch, ensuring financial compliance and improved customer experience.
Trigger Conditions
2.2. Data-trigger: User payment details entered or updated during signup.
2.3. Time-trigger: Upon completion of registration form submission and payment plan agreement.
Platform Variants
3.1. Stripe
• Feature/Setting: Invoice API; configure automated invoice creation and email delivery when a new customer is added or payment intent is recorded.
3.2. PayPal
• Feature/Setting: Create and Send Invoices API; automate invoice generation via HTTP request upon successful registration webhook event.
3.3. QuickBooks Online
• Feature/Setting: Sales->Invoices->Create new; automate invoice creation using the CreateInvoice API endpoint triggered by registration data import.
3.4. Xero
• Feature/Setting: Accounting API, Invoices endpoint; automatedly populates and sends an invoice for every new student/class sign-up.
3.5. Zoho Books
• Feature/Setting: Invoice Creation API; configure with Registration trigger webhook to auto-generate and email invoices on new enrollment.
3.6. FreshBooks
• Feature/Setting: Invoices->Recurring Profiles->Create Invoice; automate invoice workflow by triggering on new client signup via API.
3.7. Wave
• Feature/Setting: Business Invoices; use Wave’s Public API to automate and dispatch invoices when registration events occur.
3.8. Square
• Feature/Setting: Invoices API->CreateInvoice; automate invoice triggers post-registration using Square’s scheduled API call.
3.9. Sage Business Cloud
• Feature/Setting: Invoicing->Auto-Invoice module; automate invoice generation with API connection from registration form events.
3.10. Chargebee
• Feature/Setting: Create Invoice API; set automator for instant invoice creation after user signup into a plan.
3.11. Bill.com
• Feature/Setting: API->Invoices->Create; automate invoice task when a new customer is registered in the database.
3.12. KashFlow
• Feature/Setting: Invoice API; automated invoice creation based on registration webhook from the CRM.
3.13. MYOB
• Feature/Setting: AccountRight API Invoices endpoint; set invoice automation workflows exporting data from sign-up forms.
3.14. NetSuite
• Feature/Setting: SuiteScript->Invoices; automate programmable event on Invoice creation tied to the registration module.
3.15. SAP Business One
• Feature/Setting: Service Layer API->Invoices endpoint; automate invoice document creation upon new student data submission.
3.16. Odoo
• Feature/Setting: Invoicing->Automated Actions; set rules to automatically invoice new registrants using the Odoo API.
3.17. Salesforce
• Feature/Setting: Invoice Object->Apex Trigger; automate invoice generation and mail out post-registration record creation.
3.18. Intuit Online Payroll
• Feature/Setting: CreateInvoice endpoint; automate payable creation leveraging registration event triggers in payroll integration.
3.19. Microsoft Dynamics 365
• Feature/Setting: Power Automate->Invoice workflows; automate invoice actions linked to new lead or opportunity closing for classes.
3.20. HubSpot
• Feature/Setting: Custom workflow->Create Invoice Action; automates invoice task post-form submission for dance program sign-ups.
Benefits
4.2. Reduces errors and prevents omissions by automating standardized invoice templates.
4.3. Shortens cash flow cycles via instant invoice delivery after each automated registration.
4.4. Increases staff productivity by eliminating manual invoice prep, empowering automators to focus on high-value tasks.
4.5. Enhances customer satisfaction with rapid, automated confirmation and billing.