Automated fee calculation based on selected services

Purpose

 1.1. The purpose is to automate the process of fee calculation immediately after service selection for cremation service providers, ensuring real-time billing transparency, reducing human error, streamlining accounting, automating payments, and creating a seamless customer experience across social service workflows.
 1.2. Automates aggregation of selected service prices, calculation of applicable taxes, surcharges, and discounts, and pushes resultant billing data to payment processing, invoicing, and accounting systems for end-to-end financial automation.

Trigger Conditions

 2.1. Selection or modification of cremation service packages/items by customer or staff in web/mobile interface.
 2.2. Submission or update of new service request in booking or ERP portal.
 2.3. Change in customer record (e.g. eligibility for subsidy or discount).
 2.4. Scheduled reconciliation events (periodic automated workflows).

Platform Variants

 3.1. Salesforce
  • Feature/Setting: Flow Builder → Scheduled/record-triggered flow. Configure ‘Calculate Fees’ formula field, triggered on Service__c record update.

 3.2. Microsoft Power Automate
  • Feature/Setting: Automated flow; trigger on SharePoint/List update, apply ‘Expression’ for fee rule calculation.

 3.3. Zapier
  • Feature/Setting: Trigger: ‘New Record in Web App’, Action: ‘Formatter by Zapier’ for fee formula.

 3.4. Make (Integromat)
  • Feature/Setting: Webhook/HTTP module triggers, Math functions to automate service fee computation after payload received.

 3.5. QuickBooks Online
  • Feature/Setting: API: Create/Update Invoice, automate line item computation in apps; auto-calculate tax via QuickBooks VAT settings.

 3.6. Xero
  • Feature/Setting: API: Invoices endpoint; set automated rules for fees per item; automatic calculation with tracking categories.

 3.7. Stripe
  • Feature/Setting: Payment Intent API, custom metadata for automated fee breakdown.

 3.8. Square
  • Feature/Setting: Orders API, set automated modifiers and discounts to fee items.

 3.9. WooCommerce
  • Feature/Setting: Automated cart calculation hooks (woocommerce_cart_calculate_fees).

 3.10. Shopify
  • Feature/Setting: Script Editor/Functions; automate fees based on cart attributes.

 3.11. FreshBooks
  • Feature/Setting: API ‘Estimate Creation’; auto-includes itemized fees and taxes.

 3.12. Acuity Scheduling
  • Feature/Setting: API triggers; automated calculation on appointment booking, with coupon/discount application.

 3.13. NetSuite
  • Feature/Setting: SuiteScript automation on Sales Order creation/update.

 3.14. Oracle Cloud ERP
  • Feature/Setting: Integration Cloud process automation for service-to-fee mapping.

 3.15. Intuit API
  • Feature/Setting: Real-time automation of invoice fees with custom endpoint.

 3.16. Google Sheets (Apps Script)
  • Feature/Setting: OnEdit trigger; auto-calculates fee columns on service cell updates.

 3.17. Airtable
  • Feature/Setting: Automated formula fields for dynamic fee calculation.

 3.18. HubSpot
  • Feature/Setting: Workflow automation; custom calculated properties triggered on deal updates.

 3.19. Monday.com
  • Feature/Setting: Automations → When item changes, calculate fee formula using “Formula” column.

 3.20. ServiceNow
  • Feature/Setting: Flow Designer; automate calculation field on catalog item update.

Benefits

 4.1. Fully automates billing, reducing delay and manual errors.
 4.2. Automates compliance by applying fixed rules, automating record-keeping, and providing auditable logs.
 4.3. Automator enables dynamic adaptation for promotions, discounts, or tax law changes.
 4.4. Automating fee computation streamlines cashflow, customer communication, and audit readiness.
 4.5. Automatedly integrates with payment gateways and accounting software for continuous reconciliation and minimization of revenue leakage.