Purpose
1.2. Ensure accurate, standardized, and timely billing, reducing manual effort and minimizing financial errors for businesses in the aerial dance industry.
1.3. Integrate payments, booking, and accounting systems for seamless financial tracking and reconciliation.
1.4. Enhance client trust and professional brand image with immediate, professional invoicing.
Trigger Conditions
2.2. Payment confirmation received from gateway or internal checkout validation.
2.3. New entry logged in booking, e-commerce, or CRM system reflecting payment received.
Platform Variants
3.1. Stripe
• Function/API: “Payment Intent Succeeded” webhook triggers; “Invoice.create” API for invoice generation.
3.2. Square
• Function/API: “Payment Updated” webhook listener; “Invoices API” for generating and emailing invoices.
3.3. PayPal
• Function/API: “Payment Capture Completed” webhook; “v2/invoicing/invoices” endpoint to issue invoice.
3.4. QuickBooks Online
• Feature: “Create Invoice” API called via item sale trigger.
3.5. Zoho Books
• Feature: Create invoices via “Invoices” API upon new sale/booking event.
3.6. Xero
• Feature/API: “Invoices API” to create invoice triggered by confirmed booking/payment.
3.7. FreshBooks
• Feature: “Invoice.create” endpoint triggered on payment event.
3.8. WooCommerce
• Setting: “Order Paid” hook; integrate with invoicing plugin (e.g., WP-Invoice) for auto-issue.
3.9. Shopify
• Setting: “Order Payment” webhook; use Storefront/REST Admin API to email custom invoice.
3.10. Mindbody
• Feature: Booking API triggers; push payment and client data to 3rd-party invoicing service.
3.11. Acuity Scheduling
• Feature: “Appointment Scheduled with Payment” event; zap with invoice generator.
3.12. Salesforce
• Feature: “Opportunity Closed/Won” or “Order Completed” triggers Apex invoice automation.
3.13. HubSpot
• Feature: “Ticket Paid” workflow step; trigger custom API call to external invoicing platform.
3.14. Google Sheets
• Setting: New row added with booking/payment; trigger Apps Script or third-party integration to send invoice.
3.15. Microsoft Power Automate
• Feature: Flow triggers on payment confirmation; integrates with Dynamics or 3rd-party invoice services.
3.16. Wave Accounting
• API: “Create Invoice” action on payment webhook.
3.17. Invoice Ninja
• API: “Invoices POST” endpoint triggered by booking confirmation.
3.18. Zoho Creator
• Setting: Workflow automation with payment field update; creates invoice automatically.
3.19. Jotform
• Feature: New submission/payment received; conditional logic triggers PDF invoice sent by email.
3.20. Calendly
• Pro Feature: Scheduled event with payment; Zapier or API integration to external invoice tool.
3.21. SquareSpace Scheduling
• Feature: Appointment booked with payment; custom script or integration to create/send invoice.
3.22. Kajabi
• Feature: Product purchase trigger; invokes custom automation to send an invoice.
Benefits
4.2. Enhances professional client communication with prompt, accurate billing.
4.3. Ensures all bookings generate immediate, standardized invoices for record-keeping.
4.4. Scales with business growth without added admin burden.
4.5. Integrates across common booking, payment, and accounting platforms, supporting diverse business ecosystems.