Automated invoicing for group or corporate bookings

Purpose

1.1. Streamline the generation and dispatch of invoices for group or corporate bookings in aerial sports centers.
1.2. Ensure accurate aggregation of group booking details including participant data, dates, and services consumed.
1.3. Link financial information directly from booking sources, calculate taxes and discounts, and apply relevant corporate rates.
1.4. Automatically route invoices for approval, payment, and reconciliation without human intervention.
1.5. Provide detailed reporting and ensure proper compliance with financial regulations and audit trails.

Trigger Conditions

2.1. New group or corporate booking confirmation in CRM or booking system.
2.2. Modification or cancellation of an existing group/corporate booking.
2.3. Receipt of service completion status from operations system.
2.4. Manual override for off-cycle or special invoicing requests.
2.5. Scheduled monthly/quarterly batch processing for regular partners.

Platform Variants

3.1. Salesforce
• Feature/Setting: Outbound Messaging API – trigger on Opportunity "Closed Won" for group bookings, send booking details to invoicing workflow.

3.2. QuickBooks Online
• Feature/Setting: Invoice API – createInvoice endpoint receives client/account details and booking data.

3.3. Xero
• Feature/Setting: Invoices endpoint – automate POST of structured booking data for group billing.

3.4. Zoho Books
• Feature/Setting: Invoice Creation API – configure webhook to fire from booking system to generate group invoice.

3.5. FreshBooks
• Feature/Setting: Create Invoice API – use "Projects" and "Clients" fields mapped from booking source.

3.6. Stripe
• Feature/Setting: Invoicing API – auto-create draft invoices using customer and service line items.

3.7. Square
• Feature/Setting: Invoices API – initiate invoice generation upon booking confirmation webhook.

3.8. SAP Concur
• Feature/Setting: Invoice Management API – automate batch invoice submission for group travel/activities.

3.9. NetSuite
• Feature/Setting: SuiteTalk API – custom workflow triggers on Sales Order creation for B2B/group bookings.

3.10. Microsoft Dynamics 365
• Feature/Setting: Invoice Processing Automation – use Power Automate to flow booking to invoice object.

3.11. Odoo
• Feature/Setting: Invoicing automation with REST API – push group booking data into sales order processing.

3.12. Sage Intacct
• Feature/Setting: API for AR Invoices – integration point on event of completed service.

3.13. Wave
• Feature/Setting: Invoice API – create and send invoices via automated HTTPS POST from booking app.

3.14. Slack
• Feature/Setting: Incoming Webhooks – notify finance channel of new invoice generation process.

3.15. Mailgun
• Feature/Setting: Send API – automate dispatch of invoice PDF to group/corporate client email.

3.16. Gmail API
• Feature/Setting: Send Message endpoint – automate invoice email delivery with attached invoice.

3.17. DocuSign
• Feature/Setting: Envelope Creation API – present invoice and approval workflow for signatures.

3.18. Monday.com
• Feature/Setting: API – update board with invoicing status for each group booking.

3.19. Trello
• Feature/Setting: Card Automation API – move cards or add checklist when invoices are sent/paid.

3.20. Google Sheets
• Feature/Setting: Sheets API – log invoice details and statuses for monitoring/reconciliation.

Benefits

4.1. Decrease manual data entry and invoicing errors per group booking.
4.2. Reduce delays between booking and payment collection, improving cash flow.
4.3. Enhance customer experience with timely, professional invoicing for business clients.
4.4. Enable easy tracking of financials, discounts, and booking volumes with automated reporting.
4.5. Guarantee compliance and full audit trail for all corporate and group invoicing activities.