Invoicing and Payment CollectionPurpose
1.2. Automator process connects payment gateways with accounting tools, ensuring all payment events (paid, overdue, partial, failed) are captured in real-time.
1.3. Automatedly posts updated payment info to accounting ledgers, invoice records, and customer accounts, eliminating double data entry and manual reconciliation.
1.4. Automates overdue notice scheduling, financial reporting, and account reconciliation, streamlining flow for engraving professionals.
Trigger Conditions
2.2. Invoice issued or updated in accounting/ERP system.
2.3. New customer payment notification from POS or sales system.
2.4. Scheduled accounting synchronization event.
Platform Variants
- Feature/Setting: Webhooks for "invoice.payment_succeeded," API "GET /v1/invoices/{id}"; automates invoice status fetch and accounting software update.
3.2. PayPal
- Feature/Setting: IPN/Webhooks "PAYMENT.SALE.COMPLETED," API endpoint /v2/payments; triggers updated accounting entries automatically.
3.3. QuickBooks Online
- Feature/Setting: Webhook listener "invoice updated/paid," API endpoint "POST /v3/company/{companyId}/invoice"; automates ledger updates.
3.4. Xero
- Feature/Setting: Webhooks "PaymentCreated," API "GET/POST /payments"; automator pushes updated payment data directly.
3.5. Zoho Books
- Feature/Setting: API "GET/POST /invoices," Workflow rule "On Payment Received"; automatedly syncs payment state.
3.6. FreshBooks
- Feature/Setting: API endpoint "GET/PUT /payments," Event triggers for payment actions; automates invoice and ledger updates.
3.7. Square
- Feature/Setting: Webhooks "payment.created/updated," API "GET /v2/payments/{payment_id}"; automates transaction entry updates.
3.8. Sage Business Cloud
- Feature/Setting: API "GET/POST /sales_invoices," Webhook “invoice payment”; automator updates records in real time.
3.9. Wave
- Feature/Setting: API "List Payments," Webhook for new payment; automated entry into accounting software.
3.10. MYOB
- Feature/Setting: API "GET/POST /Sale/Invoice," Event subscriptions for payments; automates ledger synchronization.
3.11. Microsoft Dynamics 365
- Feature/Setting: API "POST /salesInvoices/payments," Workflow automation for payment updates; automates reconciliation.
3.12. NetSuite
- Feature/Setting: RESTlet SuiteScript API for transaction "GET/POST," Event listeners for payment records; automated reconciliation.
3.13. Braintree
- Feature/Setting: Webhooks "Transaction Settled/Disbursed," API "GET /transactions"; automates sync with accounting tools.
3.14. Authorize.Net
- Feature/Setting: Silent Post/Webhooks "Net.authorize.payment.authcapture.created," API "GET /transactions"; automates record updates.
3.15. SAP Business One
- Feature/Setting: Service Layer API "POST /Payments," Event triggers on payment; automates ledger posting.
3.16. GoCardless
- Feature/Setting: Webhooks "payment_confirmed," API "GET /payments/{id}"; automates accounting updates for direct debits.
3.17. Bill.com
- Feature/Setting: Triggers for "payment received/cleared," API "GET/PUT /Payments"; automation of payment status and ledger.
3.18. Intuit Payments
- Feature/Setting: Webhooks "payment updated," API "GET /v1/payments"; automates status syncing.
3.19. Odoo
- Feature/Setting: API "GET/POST /account.payment," Automated actions in Accounting module; automates payment-to-invoice linking.
3.20. Recurly
- Feature/Setting: Webhooks "invoice_paid," API "GET /invoices"; automates invoice payment updates.
3.21. Mollie
- Feature/Setting: Webhooks "payment.paid/failed," API "GET /payments"; automated synchronizing with ledgers.
Benefits
4.2. Automation reduces human error, guaranteeing data accuracy in payment tracking.
4.3. Automated updates mean real-time insight into cash flow for engraving businesses.
4.4. Automator identifies overdue invoices early, automating reminders and collections.
4.5. Scaling invoicing/payments is automatable, with zero added admin cost as business grows.