Invoice generation and payment processing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Milestone completion detected

   System detects when a design phase (concept, schematic, design development, or installation) is marked complete in the project management platform. Automatically pulls project details, completed scope, and billing rates.

   Houzz Pro
2. 2

   Action

   Calculate milestone billing amounts

   Retrieves hourly rates, material costs, and vendor markups from the project database. Calculates total amount due based on completed work scope and pre-agreed milestone percentages.

   Houzz ProQuickBooks
3. 3

   Action

   Generate professional invoice

   Creates branded invoice with project renderings, detailed line items for design hours, materials sourced, and vendor coordination fees. Includes payment terms and milestone deliverable summaries.

   QuickBooksAdobe Creative Suite
4. 4

   Decision

   Check client payment preference

   Determines whether client has autopay enabled or requires manual invoice delivery. Routes to appropriate payment processing method based on stored client preferences.

   QuickBooksStripe
5. 5

   Action

   Process payment or send invoice

   Either automatically charges stored payment method for autopay clients or emails invoice with secure payment portal link. Sends copy to project manager and updates billing status.

   StripeQuickBooksGmail
6. 6

   Action

   Update project financial tracking

   Records payment status in project dashboard and updates cash flow projections. Adjusts remaining budget allocation for subsequent project phases and vendor payments.

   Houzz ProQuickBooks
7. 7

   Output

   Deliver payment confirmation

   Sends payment receipt to client with updated project timeline and next milestone preview. Notifies design team that phase is financially closed and next phase can commence.

   GmailHouzz Pro

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