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For the invoicing that is something I would look at my bookkeeping software to provide. There are a bunch of vendors out there to choose from. The advantage is they can manage the generation and sending of invoices and automatically sending follow up messages when the invoice hasn’t been paid. Quick books is the biggest player in the space. Square has an interesting invoicing tool... Source: about 1 year ago
Have you looked at Square? https://squareup.com/us/en/invoices. Source: about 1 year ago
There are tons of invoicing plats out there. Square Invoices supports ACH payments at 1% fee. Source: about 2 years ago
Use Integration Platforms: Tools like Zapier, Integromat, and Unified, AI-powered iPaaS for every team to automate at scale | Tray.io let you connect Shopify with other apps without coding. Source: 7 months ago
Check out tray.io - it's basically "more technical Zapier". Source: 11 months ago
Anaplan (anaplan.com) is an option as you'll need to setup an integration via tray.io. They are not add-ons but separate applications that will take your Xero data and replicate a copy of the data into Anaplan. Once the Xero data is in Anaplan you'll be able to do the detailed Cash Flow. I don't work for any of the companies discussed here. Source: about 1 year ago
Check out tray.io they have connectors with Monday.com and Atera which can do alot of the heavy lifting. All you would need to do is create rules. Use Monday.com to house the information tied to the Atera Customer or Device. Source: over 1 year ago
The best way to do something like this would be to implement a tray.io, but I'd like to know if there's an extension or addon that can also tackle this workflow. Source: over 1 year ago
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