Payments and AccountingPurpose
1.2. Automate creation, delivery, and storage of invoices for every transaction, minimizing manual effort and reducing human error.
1.3. Connected workflows automate payment reconciliation, ledger entries, and integration with accounting systems, streamlining financial management.
1.4. Automated reminders and notifications ensure timely payment and maintain customer transparency.
1.5. Automating compliance reporting, making audits, and tax filings more efficient.
Trigger Conditions
2.2. Automatic initiation upon receipt of online order or in-store purchase confirmation.
2.3. Automation activated by a scheduled batch process for bulk invoicing or end-of-day transactions.
2.4. Triggered when a payment is received or payment status changes on integrated payment gateways.
Platform Variants
3.1 QuickBooks Online
- Feature/Setting: Automated Sales Tax API, Invoicing Endpoint, Payment Status Webhook.
- Sample: Connect automated workflow to calculate taxes, generate invoices, and sync with QuickBooks ledger.
3.2 Xero
- Feature/Setting: Automated Invoice API, Tax Rate Endpoint.
- Sample: Configure automator to create invoices and apply local tax rates automatically.
3.3 Zoho Books
- Feature/Setting: Automated Invoice Creation API, Tax Settings Automation.
- Sample: Set automations to generate and email invoices with tax calculated per order.
3.4 FreshBooks
- Feature/Setting: Automated Invoice API, Sales Tax Configuration.
- Sample: Trigger automated invoice and tax calculation on each sale.
3.5 Stripe
- Feature/Setting: Stripe Tax API, Invoice Endpoint.
- Sample: Automate invoice issuing and tax calculation for each transaction.
3.6 Square
- Feature/Setting: Automated Sales Tax and Invoice APIs.
- Sample: Automate printing or emailing tax-compliant invoices after each sale.
3.7 Shopify
- Feature/Setting: Automated Order API, Tax Calculation Setting.
- Sample: Configure automation to generate invoices and apply automated taxes at checkout.
3.8 WooCommerce
- Feature/Setting: Webhooks, Automated Tax Plugins, Invoice Generation.
- Sample: Automate invoice creation and regional tax application post-purchase.
3.9 Avalara AvaTax
- Feature/Setting: Tax Calculation API, Automated Reporting.
- Sample: Use automator to compute accurate taxes, record invoicing, and feed data to accounting.
3.10 Sage Business Cloud
- Feature/Setting: Automated Invoice API, Tax Compliance Features.
- Sample: Link automated flow to create and file tax-compliant invoices.
3.11 PayPal
- Feature/Setting: Automated Invoice API, Webhooks for Payment Events.
- Sample: Issue invoices with automated tax and register payment receipts.
3.12 Bill.com
- Feature/Setting: Automated Invoicing, Payment Sync API.
- Sample: Automate invoice delivery and reflect paid status in books.
3.13 MYOB
- Feature/Setting: Invoice Automation API, Tax Profile Sync.
- Sample: Create automatable workflows to handle invoices and taxes.
3.14 Intuit Payments
- Feature/Setting: Automated Invoice Integration, Tax Rule Application.
- Sample: Automator creates invoices and applies appropriate tax rates.
3.15 NetSuite
- Feature/Setting: Automated Transaction API, Tax Engine.
- Sample: Automate tax computation and electronic invoicing in ERP.
3.16 SAP Business One
- Feature/Setting: Invoice Object Automation, Tax Code Setting.
- Sample: Automate document creation and apply regional tax codes.
3.17 Microsoft Dynamics 365
- Feature/Setting: Invoice Automation, Tax Calculation Plug-in.
- Sample: Use automator for systematic invoice generation and tax assignment.
3.18 Wave Accounting
- Feature/Setting: Automated Invoice API, Sales Tax Feature.
- Sample: Automate invoice sending and tax calculations per region.
3.19 Braintree
- Feature/Setting: Automated Invoice API, Payment Event Trigger.
- Sample: Automate invoice dispatch and confirm payment with taxes handled.
3.20 Gusto
- Feature/Setting: Accounting API, Automated Tax Reporting.
- Sample: Automatically record invoices and taxes in payroll/accounting flows.
Benefits
4.2. Ensures accuracy in sales tax computation and compliance in invoice generation.
4.3. Provides automatable audit-ready records and seamless tax reporting.
4.4. Accelerates payment cycles with automated reminders and invoice delivery.
4.5. Minimizes manual errors and mitigates risk of non-compliance.
4.6. Enhances customer experience with fast, transparent, and automated communication.
4.7. Frees staff to focus on growth by automating routine accounting tasks.
4.8. Enables scalable automation as sales volume increases.
4.9. Real-time synchronization of financial data across platforms through automation.
4.10. Automatedly improves cash flow management for printers and office supply retailers.