Payment Processing & FinancialsPurpose
1.2. Automates consolidation of payment data, formatting of itemized billing, tax calculations, due dates, deposit requests, and surcharges.
1.3. Automates real-time ledger updates, tracks invoice status, and supports periodic or triggered invoice cycles.
1.4. Enables automated recurring invoicing for memberships, casual payments, and group lessons with precise scheduling and audit trails.
1.5. Integrates with payments, CRMs, and ERP systems to automate financial reconciliation, reporting, and compliance.
Trigger Conditions
2.2. Automatedly triggered by membership renewal or recurring payment schedule.
2.3. Invoice generation in response to manual data entry by admin on customer request.
2.4. Triggers from third-party booking confirmations, payment receipt notifications, or attendance logs.
2.5. Automatically on changes in account status, upgrades/downgrades, or add-on services.
Platform Variants
• API: Invoices endpoint — automate invoice creation {PUT/POST /api.xro/2.0/Invoices}, auto-email delivery to contacts.
3.2. QuickBooks Online
• API: Invoice API — automates {POST /v3/company/:companyId/invoice}, triggers email via "Send" function.
3.3. FreshBooks
• API: Invoices endpoint — automate {POST /invoices}, trigger Send Invoice via {POST /invoices/{invoiceid}/send}.
3.4. Zoho Books
• API: Invoice API — automate {POST /invoices}, email using {POST /invoices/:invoice_id/email}.
3.5. Stripe
• API: Invoice Create — automate {POST /v1/invoices}, Send via {POST /v1/invoices/:id/send}.
3.6. Square
• API: Invoices endpoint — automated {POST /v2/invoices}, delivery with {POST /v2/invoices/:invoice_id/publish}.
3.7. Wave
• Feature: Recurring Invoices Automation — configure automatic send/schedule in dashboard.
3.8. SAP Business One
• DI API: Invoice Object — automate invoice creation and automatedly schedule email via Integration Hub.
3.9. Microsoft Dynamics 365
• Function: Sales Invoices entity — automate creation and automated Send Email via Workflow Automation.
3.10. Sage Intacct
• API: ARINVOICE — automate {create_invoice}, send using {send_invoice}.
3.11. Netsuite
• SuiteScript: automator for invoice records and email integration.
3.12. Freshdesk
• Integration: Automate invoice generation on CRM ticket closure.
3.13. Monday.com
• Automation: Invoice Doc Create — custom automation with "create item," trigger DocuGen invoice; send via Gmail or Outlook integration.
3.14. Google Docs + Gmail
• Script: Automated Docs template population; deliver via Gmail API {users.messages.send}.
3.15. Zoho CRM
• Workflow: Automated invoice on deal close; built-in email trigger for delivery.
3.16. Salesforce
• Process Builder/Flow: Automates invoice creation; triggers email delivery via Email Alerts.
3.17. HubSpot
• Workflow: Automates invoice-generated task on deal close, triggers email to client.
3.18. Pabbly
• API: Invoice Automation — create & schedule sending using Pabbly Connect workflows.
3.19. PayPal
• API: Invoicing {POST /v2/invoicing/invoices}, use {POST /v2/invoicing/invoices/{invoice_id}/send} for automatized delivery.
3.20. Bill.com
• API: Create Invoice — automate entry; delivery settings to automate email send on approval.
3.21. Odoo
• XML-RPC API: automate invoice actions {account.invoice.create}, auto email via built-in mail integration.
3.22. Invoiced
• API: Automator for invoice issuing and {POST /invoices/:id/emails} for instant delivery.
Benefits
4.2. Accelerates payment cycles, automating faster revenue recognition.
4.3. Enables large-scale, automatable invoice operations—daily, weekly, or per-event, supporting aquatic centre complexities.
4.4. Reduces administrative workload, automates integration with finance, CRM, and email systems.
4.5. Automated audit logging for every invoice and delivery event, enhancing traceability.