Payment processing and invoicing

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

1. 1

   Trigger

   Milestone Payment Due Detected

   System detects that a wedding milestone date has been reached or a service has been marked complete. This triggers the automatic invoice generation process for the corresponding payment.

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2. 2

   Action

   Generate Milestone Invoice

   Automatically creates an itemized invoice based on the wedding package details and milestone reached. Invoice includes payment terms, due date, and acceptable payment methods.

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3. 3

   Action

   Send Invoice to Client

   Delivers the invoice to the client via email with personalized message and payment portal link. Sets up automated payment reminders for upcoming due dates.

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4. 4

   Decision

   Check Payment Status

   Monitors for payment confirmation within the specified timeframe. Routes to different actions based on whether payment is received on time or becomes overdue.

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5. 5

   Action

   Process Payment Confirmation

   Records successful payment in client file and updates wedding timeline milestones. Sends payment confirmation receipt to client and internal team notifications.

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6. 6

   Action

   Handle Overdue Payments

   Sends escalated reminder notices for late payments and alerts planning team. Creates follow-up tasks and applies any applicable late fees per contract terms.

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7. 7

   Output

   Update Financial Dashboard

   Consolidates all payment data into financial reporting dashboard showing revenue by wedding, outstanding balances, and cash flow projections. Generates monthly financial summaries for business analysis.

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