Automated invoicing for monthly rent and additional services

Purpose

1.1. Automate creation and sending of monthly rental invoices and additional service charges to tenants.
1.2. Automates billing processes to eliminate human error and reduce manual workload.
1.3. Automating recurring rent and service fee calculations, discounts, late fees, and adjustments based on contracts.
1.4. Automatedly delivers invoices by email, SMS, or integrated tenant apps/platforms.
1.5. Automates payment reminders, invoice tracking, and reconciliation with payment gateways.
1.6. Automates integration with accounting, CRM, and ERP systems for end-to-end financial management and reporting.
1.7. Enables data-driven automation for overdue actions, payment confirmations, and escalations for non-payments.

Trigger Conditions

2.1. Automated monthly schedule based on lease start date or custom billing cycle.
2.2. Trigger on specific calendar dates or when certain contract conditions are met.
2.3. Automatable event from CRM or ERP signaling new or renewed contracts.
2.4. Manual automation trigger by finance/admin for proration or adjustments.
2.5. Automated webhooks from payment or usage tracking platforms for additional services.
2.6. Trigger upon receipt of updated tenant information or service add-ons.

Platform Variants

*Below, for each platform/service, Feature/Setting indicates automation-ready function, plus a sample configurational note.*

3.1. Stripe
– Feature/Setting: Invoices API — automatedly generate and deliver monthly invoices; configure using "Create Invoice" and "Send Invoice" endpoints.

3.2. QuickBooks Online
– Feature/Setting: Automated Recurring Invoices — enable on "Recurring Transactions" panel; configure templates per rental/service item.

3.3. Xero
– Feature/Setting: Create Invoice via API — automate using "POST /Invoices" with scheduled triggers.

3.4. Zoho Books
– Feature/Setting: Recurring Invoice Automation — set up rule in "Automated Workflows" to generate monthly rental invoices.

3.5. FreshBooks
– Feature/Setting: Scheduled Invoices — automate using "Recurring Invoice" option in dashboard and specify client cycles.

3.6. Sage Intacct
– Feature/Setting: Contracts module automation — configure "Recurring Billing" with scheduled service triggers.

3.7. SAP Business One
– Feature/Setting: Automated Billing Scheduler — set up automation in "Automatic Posting Run" for periodic invoices.

3.8. Oracle NetSuite
– Feature/Setting: SuiteBilling Recurring Invoicing — automate invoice generation by configuring "Billing Schedules."

3.9. Microsoft Dynamics 365
– Feature/Setting: Recurring Billing Automation in Finance module — set recurring template and triggers via workflow editor.

3.10. Wave
– Feature/Setting: Auto-Invoicing — configure recurring invoice schedule in customer overview.

3.11. Square
– Feature/Setting: Invoice API — automatedly call "CreateInvoice" endpoint for batch or scheduled rentals/services.

3.12. Chargebee
– Feature/Setting: Automated Subscription Invoices — use "Subscriptions" > "Automated Billing" to configure by tenant plan.

3.13. Braintree
– Feature/Setting: Recurring Billing via API — configure "Create Subscription" for monthly invoices/charges.

3.14. PayPal Invoicing
– Feature/Setting: Automated Invoice via REST API — schedule POST requests to "/v2/invoicing/invoices" endpoint.

3.15. Intuit Bill.com
– Feature/Setting: Automated Bill Creation — set workflow triggers for rental customers and service SKUs.

3.16. Mollie
– Feature/Setting: Subscription and Recurring Payments API — automate invoicing and notifications.

3.17. SendGrid
– Feature/Setting: Email Automation for Invoice Delivery — automate using "Transactional Templates" triggered by invoice events.

3.18. Twilio
– Feature/Setting: SMS Notifications — use "Programmable Messaging" with automated triggers for invoice reminders.

3.19. Google Sheets
– Feature/Setting: Apps Script automation — trigger script to generate invoices from tenant/service data automatically.

3.20. Mailgun
– Feature/Setting: Automated Email Invoice Delivery — configure automation on email templates linked to invoicing workflows.

3.21. Slack
– Feature/Setting: Automated Invoice Notification — send direct messages via "Incoming Webhooks" for finance/ops teams when invoices are sent.

3.22. DocuSign
– Feature/Setting: Automated Document Sending — use "Envelope Creation" API to automate sending signed invoices/contracts.

3.23. Salesforce
– Feature/Setting: Workflow Rule for Invoice Creation — automate invoice object creation and delivery based on opportunity/contract stage.

3.24. Airtable
– Feature/Setting: Automated Records & Notifications — configure "Automations" to generate and send invoice emails from base records.

3.25. Trello
– Feature/Setting: Butler Automation — trigger card creation/notification when an invoice is generated for visual tracking.

Benefits

4.1. Automates repetitive financial workflows, reducing errors and saving time.
4.2. Automated invoicing ensures timely billing and payments, improving cash flow.
4.3. Enables automators to scale operations without added manual workload.
4.4. Boosts customer satisfaction via consistent automation of invoice delivery and reminders.
4.5. Automated tracking and escalation reduce unpaid invoices and late payments.
4.6. Provides auditable, real-time financial data sync with accounting/ERP systems.
4.7. Automation improves compliance by keeping invoice records up to date, automatedly.