Billing, Invoicing & Payment ProcessingPurpose
1.2. Automate documentation for regulatory, audit, and customer service compliance requirements.
1.3. Centralize client payment confirmations for quick retrieval and analysis.
1.4. Streamline follow-up and reduce errors by automating repetitive manual tasks in billing workflows.
1.5. Integrate payment automation seamlessly with CRM, accounting, and client portals for holistic operation management.
Trigger Conditions
2.2. Invoice marked as paid in ERP or financial management platform.
2.3. New payment event entered in CRM or third-party investment service portal.
2.4. Scheduled payment or recurring billing cycle completes successfully.
2.5. Settlement confirmation from ACH, wire, or card processor.
Platform Variants
• Function: PaymentIntent succeeded webhook
• Configure: Enable 'payment_intent.succeeded' event and supply receipt_email
3.2. PayPal
• Function: Payment Capture Completed webhook
• Configure: Listen for PAYMENT.CAPTURE.COMPLETED event, trigger email API
3.3. Square
• Function: Payments webhook
• Configure: POST endpoint for 'payment.updated' with 'COMPLETED' status
3.4. QuickBooks Online
• API: Invoice Paid trigger
• Configure: Connect to 'Invoice Paid' event; push receipt to client email
3.5. Xero
• API: Payments endpoint
• Configure: Use 'create payment' or 'payment received' trigger, automate email via workflow
3.6. Zoho Books
• API: Payment Received webhook
• Configure: Setup workflow rule for payment acknowledgment, send confirmation email
3.7. Salesforce
• Feature: Process Builder or Flow automation
• Configure: Automate on Payment__c.Status = Paid; send email template
3.8. HubSpot
• Feature: Workflow automation
• Configure: Trigger on Payment activity; send confirmation via marketing email
3.9. FreshBooks
• API: Payment Notification Event
• Configure: Listen to payment events, automate email receipts
3.10. Mollie
• Function: Payment status webhook
• Configure: Activate webhook for 'paid' status, automate email dispatch
3.11. Authorize.Net
• API: Silent Post URL
• Configure: Use 'x_trans_id' receipt event, initiate email via connected email service
3.12. Chargebee
• Feature: Webhook on Successful Payment
• Configure: Automate 'Payment Succeeded' event, trigger transactional email
3.13. SendGrid
• Feature: Transactional Templates API
• Configure: Automate dynamic template for receipts, integrate with payment status webhook
3.14. Twilio SendGrid
• API: Mail Send endpoint
• Configure: Automatedly create and send custom receipts upon receiving trigger
3.15. Gmail API
• Feature: Automated email draft/send
• Configure: Use 'users.messages.send' after payment confirmation event
3.16. Outlook API
• API: SendMail endpoint
• Configure: Automate 'Send' function upon payment confirmation
3.17. Slack
• Feature: Payment notification
• Configure: Automated channel update for finance, not for direct client receipts
3.18. Microsoft Power Automate
• Feature: Workflow automation
• Configure: Trigger on payment status in SharePoint/Excel/database; automate email
3.19. Mailgun
• API: Messages/send endpoint
• Configure: Automate transaction confirmation emails using webhook event
3.20. Intercom
• Feature: Automated Message
• Configure: Trigger on completed payment, send confirmation in-app or email
3.21. SAP Business One
• API: PaymentReceived event
• Configure: Automate customer receipt email on payment posting
3.22. Oracle NetSuite
• Feature: Workflow for payment receipt
• Configure: Automate email using workflow triggered by customer payment event
Benefits
4.2. Automation ensures every client promptly receives proof and details upon payment, increasing trust.
4.3. Enables full audit trail and regulatory compliance with minimal human intervention.
4.4. Accelerates invoice-to-receipt cycles, enhancing cash flow management.
4.5. Supports scalable, error-free, automatable process as client volume and transaction complexity rise.
4.6. Automated receipt and confirmation delivery increases client satisfaction and decreases support queries.