Professional Service & Administrative AutomationPurpose
1.2. Synchronize ticket sales with finance systems, auto-generate invoices, schedule reminders for pending payments, track invoice status, and trigger escalations for overdue bills.
1.3. Seamlessly integrate with ticketing engines, CRM, ERP, payment gateways, and communication platforms for a connected, reliable process.
1.4. Enable multi-language, multi-currency, and localized date/time formatting depending on customer region for global agencies.
Trigger Conditions
2.2. Booking status updated to “awaiting payment”.
2.3. Invoice issued but payment not received after X days.
2.4. Partial payment applied or failed transaction detected.
2.5. Scheduled check via cron (e.g., daily outstanding invoices).
2.6. Manual trigger via staff dashboard for ad-hoc reminders.
2.7. Payment received status update.
Platform Variants
• Feature/Setting: PaymentIntent API for invoice generation; Webhook for payment status monitoring.
3.2. PayPal
• Feature/Setting: Invoicing API for auto-invoice; Webhook for payment completion/failure.
3.3. Xero
• Feature/Setting: CreateInvoice endpoint; GET Invoices for status checks.
3.4. QuickBooks Online
• Feature/Setting: CreateInvoice API; Webhook for payment update events.
3.5. Zoho Books
• Feature/Setting: ‘Invoices’ module; ‘Send invoice’ action and payment reminder scheduler.
3.6. FreshBooks
• Feature/Setting: Create/send Invoice API; Late Payment Reminders automation.
3.7. Salesforce
• Feature/Setting: Flow Builder with Invoice Object; Process Builder for reminders.
3.8. HubSpot
• Feature/Setting: Workflow automations with Deals/Invoices properties; email sequence setup.
3.9. Odoo
• Feature/Setting: Invoicing module scheduler and automated follow-up emails.
3.10. SAP Business One
• Feature/Setting: DI API for invoice generation; Alerts Management for reminders.
3.11. Microsoft Dynamics 365
• Feature/Setting: Power Automate flows with Finance module integration.
3.12. NetSuite
• Feature/Setting: SuiteScript scheduled scripts for invoice+reminders.
3.13. Google Workspace
• Feature/Setting: Apps Script to auto-generate PDFs and send via Gmail.
3.14. SendGrid
• Feature/Setting: Transactional Email API for reminder dispatch; Scheduler for repeats.
3.15. Twilio SMS
• Feature/Setting: Programmable SMS API for reminder texts; schedule with Workflows.
3.16. WhatsApp Business API
• Feature/Setting: Automated templated messages on due/overdue events.
3.17. Slack
• Feature/Setting: Incoming Webhook for admin notifications; Slack reminders for staff.
3.18. Airtable
• Feature/Setting: Automation scripts to update, track, and email invoices.
3.19. Pabbly
• Feature/Setting: Invoicing and email automation for multi-step flows.
3.20. Monday.com
• Feature/Setting: Board automations to send reminders, status update on payments.
3.21. Bitrix24
• Feature/Setting: CRM Automation to send invoices and payment overdue messages.
3.22. Mailgun
• Feature/Setting: HTTP endpoint to send invoice/reminder transactional emails.
3.23. Trello
• Feature/Setting: Power-Ups and Automation to move cards/send reminders on due status.
3.24. Tally Solutions
• Feature/Setting: Invoice API integration and auto-reminder module.
3.25. Square
• Feature/Setting: Invoices API for dispatch; payments/status webhook.
3.26. Intercom
• Feature/Setting: Event-triggered in-app or email reminders.
Benefits
4.2. Speeds up cash flow and reduces average collection period.
4.3. Ensures compliance with accounting/auditing requirements.
4.4. Reduces missed or forgotten invoices and follow-ups.
4.5. Offers multi-channel customer reach: email, SMS, WhatsApp.
4.6. Supports scalability for agencies handling high ticket volume.
4.7. Improves customer satisfaction with prompt, clear communication.
4.8. Delivers reliable audit trails for every communication and transaction.
4.9. Integrates smoothly with existing agency and ticketing software.
4.10. Enables real-time dashboard analytics on dues and cash position.