Payments & FinancePurpose
1.2. Eliminate manual entry, reduce errors, and ensure real-time update of financial records integrating payment systems and invoices.
1.3. Enable seamless transfer of transaction details (e.g., payment status, customer info, payment method) from booking or POS platforms into designated ledgers or journals.
1.4. Support recurring billing for memberships/packages, issue real-time receipts, and sync settled transactions with chart of accounts.
Trigger Conditions
2.2. Scheduled class registration completion.
2.3. Refund or chargeback processed in payment system.
2.4. New invoice generated for a client or batch of clients.
2.5. Bank feed reflecting a transaction matching criteria for class sales/services.
Platform Variants
3.1. QuickBooks Online
• API: Create Journal Entry (POST /v3/company/{companyId}/journalentry)
• Sync payment data to QuickBooks as sales receipt or journal entry on payment receipt.
3.2. Xero
• API: Create Payments (POST /api.xro/2.0/Payments)
• Push class fee payment details as ‘Paid Invoice’ entry.
3.3. FreshBooks
• API: Create Payment (POST /accounting/account/{account_id}/payments)
• Assign aerobics session payment to specific client profile and project.
3.4. Zoho Books
• API: Payments - Create (POST /books/v3/payments)
• Generate and match payments to invoices for each class attended.
3.5. Sage Intacct
• API: create_customerreceipt
• Post transaction receipts from third-party fitness app and auto-reconcile.
3.6. Wave
• API: Create Transaction (POST /v1/transactions)
• Log class fee charges, specify category (e.g., “Fitness Services”).
3.7. MYOB Business
• API: POST Sale Payment
• Register aerobics payment with matching customer record.
3.8. Netsuite
• API: salesOrder.add (SuiteTalk Web Services)
• Insert aerobics session sales orders/payments to accounting directly.
3.9. Microsoft Dynamics 365 Business Central
• API: POST /financials/companies/{companyId}/salesInvoices
• Sync paid registrations and mark as closed invoice.
3.10. KashFlow
• API: AddNewPayment (POST /payments)
• Attach incoming payment to corresponding invoice for an aerobics class.
3.11. Kashoo
• API: POST /v2/transactions
• Convert registration fees to income transactions with accurate tags.
3.12. Patriot Software
• API: Add Payment (POST /payments)
• Update payment history and automate record creation for each instructor.
3.13. FreeAgent
• API: POST /v2/invoices/:invoice_id/mark_as_paid
• Mark invoices as paid upon class booking completion and payment.
3.14. Odoo Accounting
• API: Payment (POST /api/payments)
• Post customer payments with session/service description.
3.15. SAP Business One
• API: AddIncomingPayment (Service Layer)
• Auto-create incoming payments tied to aerobics classes in ledger.
3.16. Oracle NetSuite
• API: Invoice Payment (REST endpoint)
• Update financial records and reconcile with class schedules.
3.17. Reckon One
• API: POST /receipts
• Link payment transaction to class and record in correct ledger.
3.18. Freee Accounting
• API: POST /api/1/payments
• Add transaction records with service details, automatically categorize.
3.19. Billy
• API: POST /payments
• Match payment entry to membership invoice or service rendered.
3.20. Deskera Books
• API: Create Payments (POST /payments)
• Sync class payment info directly from fitness POS or booking app.
Benefits
4.2. Improves reconciliation speed and reduces time to close books.
4.3. Ensures compliance with real-time audit trails and transaction logs.
4.4. Enables instant insights into cash flow and revenue analysis for aerobics business.
4.5. Saves staff time, allowing focus on service rather than administration.
4.6. Supports scalable business growth with consistent process automation.