Integration with payment gateways for automated billing

Purpose

 1.1. Streamline collection of duct cleaning payments by integrating business systems with payment gateways for recurring or one-time invoices.
 1.2. Eliminate manual billing, automate payment reminders, process customer payments, and consolidate financial records.
 1.3. Enhance customer experience with seamless checkout, automatic invoicing, and real-time payment status updates.
 1.4. Facilitate accurate reconciliation, reduce late payments, and optimize cash flow for HVAC service businesses.

Trigger Conditions

 2.1. Completion of a duct cleaning service and generation of a finalized invoice.
 2.2. Customer approval of an online quote or proposal.
 2.3. Scheduled periodic billing based on service agreements or maintenance plans.
 2.4. Request for payment via customer portal or upon triggering a completion status in CRM.

Platform Variants

 3.1. Stripe
  • Feature/Setting: Create Payment Intent API; configure webhooks for invoice.created.
  • Sample: Use “POST /v1/payment_intents” after invoice generation.

 3.2. PayPal
  • Feature/Setting: Invoicing API for auto-sending and tracking payments.
  • Sample: Invoke “/v2/invoicing/invoices” with customer, amount, due date.

 3.3. Square
  • Feature/Setting: Payments API for charge initiation; Invoices API for billing automation.
  • Sample: “CreateInvoice” endpoint, auto-send on job completion trigger.

 3.4. QuickBooks Payments
  • Feature/Setting: Invoice creation with “Create an Invoice” API; auto-add payment links.
  • Sample: Trigger after job confirmation in QuickBooks Online.

 3.5. Authorize.Net
  • Feature/Setting: Automated Invoice/Transaction via “createTransactionRequest”.
  • Sample: Set up triggers on CRM completion event.

 3.6. Braintree
  • Feature/Setting: Transactions API to generate and process payments.
  • Sample: Use “Transaction.sale” after invoice approval.

 3.7. GoCardless
  • Feature/Setting: Payment flow for recurring or one-off bills; mandate setup API.
  • Sample: “POST /payments” on contract renewal or service date.

 3.8. Mollie
  • Feature/Setting: “Create Payment” endpoint for invoice-based payments.
  • Sample: Trigger on completion of service in job management app.

 3.9. WePay
  • Feature/Setting: Payment API to auto-charge and deposit funds.
  • Sample: “/checkout/create” on invoice send event.

 3.10. Razorpay
  • Feature/Setting: Payment Links API for sending payment requests.
  • Sample: “POST /v1/payment_links” with customer/job details.

 3.11. Adyen
  • Feature/Setting: Checkout API to process payments with real-time feedback.
  • Sample: “/payments” on invoice finalization.

 3.12. Worldpay
  • Feature/Setting: SecureNet API for automating card transactions per customer.
  • Sample: Set to trigger after job mark-complete status in scheduling software.

 3.13. Zoho Invoice
  • Feature/Setting: Invoice Creation API, auto-email with payment link.
  • Sample: “POST /invoices” using workflow trigger.

 3.14. Xero
  • Feature/Setting: “Create Invoices” endpoint, include online payment options.
  • Sample: Automation runs post-service via Xero workflow rules.

 3.15. SAP Concur Invoice
  • Feature/Setting: Automated billing workflows via Concur APIs for AP.
  • Sample: “Submit Invoice” when job workflow closes.

 3.16. Wise (formerly TransferWise)
  • Feature/Setting: Payouts API to automate customer/direct deposit refunds or fees.
  • Sample: Trigger “Create Payout” when refund required.

 3.17. Intuit Payments
  • Feature/Setting: Invoice settlement with payment API, send receipts on success.
  • Sample: Link to service completion callback.

 3.18. BlueSnap
  • Feature/Setting: Hosted Payment Fields; Invoice API for checkout flows.
  • Sample: “/v2/transactions” on quote acceptance.

 3.19. Dwolla
  • Feature/Setting: ACH Payment Initiation via API endpoints for direct debit.
  • Sample: Customer triggers payment via portal, API invoked.

 3.20. FreshBooks
  • Feature/Setting: Invoice Creation API; auto-remind clients for payment.
  • Sample: Workflow fires “POST /accounting/account/invoices/invoices”.

Benefits

 4.1. Eliminates delays and manual errors in invoicing and payment collection.
 4.2. Reduces administrative overhead by syncing billing with service status.
 4.3. Supports recurring revenue, one-time fees, and custom payment terms.
 4.4. Improves customer convenience, increasing on-time payments and satisfaction.
 4.5. Provides secure, compliant, and traceable transactions with real-time updates.
 4.6. Enables automated reminders, receipt dispatch, and financial reconciliation.
 4.7. Supports integration with accounting, CRM, or workflow tools for end-to-end process automation.