Invoice & Payment Automation

Get paid faster with zero manual follow-up

Creating invoices, sending payment reminders, and tracking who owes you money is tedious administrative work that delays your cash flow. Invoices sit in draft, customers forget to pay, and you waste hours chasing payments. Our Invoice & Payment Automation generates professional invoices automatically, sends them instantly, accepts payments via PromptPay/bank transfer/card, sends polite reminders for overdue invoices, and gives you complete visibility into cash flow. Perfect for B2B services, wholesalers, freelancers, and any business tired of the manual invoicing grind in Thailand.

Who It's For

  • B2B service providers chasing late payments
  • Wholesalers sending dozens of invoices weekly
  • Freelancers and consultants tired of manual invoicing
  • Distributors with net-30/60 payment terms
  • Any business losing cash flow to slow payment collection
  • Companies needing Thai tax-compliant invoicing

Problems We Solve

  • Manually creating invoices in Word/Excel takes hours
  • Forgetting to send invoices causing payment delays
  • No system to track who paid and who owes money
  • Awkward manual follow-ups for late payments
  • Lost invoices and no paper trail
  • Cannot accept multiple payment methods easily
  • Tax reporting nightmare with scattered invoices
  • International clients need multi-currency invoicing

Core Deliverables

Automated Invoice Generation

From order to invoice instantly

  • Auto-generate from order/contract data
  • Professional branded templates
  • Thai tax-compliant format (full/abbreviated)
  • Multi-language support (Thai/English/Chinese)
  • Itemized line items with taxes
  • Recurring invoice scheduling

Multi-Channel Distribution

Send invoices automatically

  • Email with PDF attachment
  • LINE message with payment link
  • WhatsApp for international clients
  • SMS with PromptPay QR
  • Customer portal access
  • Printed invoice option

Payment Collection

Accept payment seamlessly

  • PromptPay QR code on invoice
  • Bank transfer instructions
  • Credit card payment link
  • Installment payment plans
  • Deposit tracking
  • Multi-currency support

Smart Payment Reminders

Get paid without nagging

  • Automatic reminder schedule
  • Polite escalation messages
  • Custom reminder templates
  • Payment confirmation automation
  • Late fee calculation
  • Overdue invoice alerts for you

Receipt & Record Keeping

Tax and accounting ready

  • Auto-send receipt upon payment
  • Tax invoice generation
  • Withholding tax (WHT) calculation
  • Organized invoice archive
  • Accounting software sync
  • Monthly revenue reports

Cash Flow Dashboard

Know your money status

  • Outstanding invoices view
  • Aging report (30/60/90 days)
  • Payment trend analysis
  • Customer payment history
  • Revenue forecasting
  • Cash flow projections

Return on Investment

See the real impact on your business

Time Saved
10-25hrs
per month
Cost Savings
$6k-$15k
per year
Payback Period
45-60 days
typical timeline
Efficiency Gain
40-60%
improvement

Calculate Your Savings

10-25hrs
Hours saved monthly
= More time for growth
$6k-$15k
Saved annually
= Direct cost reduction
45-60 days
To break even
= Fast ROI

Our Process

1

Setup: Define invoice templates and payment terms

2

Integrate: Connect to your order/CRM system

3

Configure: Set up payment gateways (PromptPay/Omise)

4

Automate: Build invoice generation and reminder workflows

5

Test: Send test invoices and verify payment flows

6

Launch: Go live with monitoring and optimization for 60 days

Tech Stack

QuickBooks/Xero APIPromptPay QR generationOmise/2C2P payment gatewayStripe for internationalMake.com / ZapierGoogle Sheets/AirtableEmail automation (SendGrid)PDF generation (jsPDF)Thai tax compliance libraries

Frequently Asked Questions

Is this compliant with Thai tax law and Revenue Department requirements?

Yes. We generate tax invoices that meet all Thai Revenue Department requirements including proper formatting, sequential numbering, VAT calculation, and withholding tax where applicable. Invoices include your business registration number, address, and all legally required fields. We can also generate abbreviated tax invoices for under 200 THB transactions.

Can we customize invoice templates to match our brand?

Absolutely. We design professional invoice templates with your logo, brand colors, fonts, and custom fields. You can have different templates for different customer types (retail, wholesale, international). All templates remain tax-compliant while looking professional. We provide 2-3 template options during setup.

How do payment reminders work without annoying customers?

We use polite, professional reminder sequences: 1) Invoice sent with "payment due in X days", 2) Friendly reminder 3 days before due date, 3) Gentle reminder on due date, 4) Polite overdue notice 7 days after, 5) Final notice after 14 days. Tone is always courteous. You can customize frequency and messages. Reminders stop automatically when payment received.

What if customer wants to pay in installments?

Easy. You can set up payment plans when creating invoice. System automatically generates partial invoices and tracks which installments are paid. Customers get reminders only for upcoming installments. Common for large orders or B2B where you offer net-30 with partial upfront payment. Dashboard shows payment plan status for all customers.

Can this integrate with our existing accounting software?

Yes. We integrate with QuickBooks, Xero, and Wave Accounting. Paid invoices automatically sync to your accounting system creating revenue records. This eliminates duplicate data entry. If you use custom accounting software or Excel, we can build a custom export that matches your format. Goal is seamless financial reporting.

What about customers who insist on paying by bank transfer instead of PromptPay?

No problem. Invoice includes bank transfer instructions with your account details and unique payment reference code. When customer transfers, they can upload slip in customer portal or send to LINE. System can auto-verify some banks using slip OCR. For others, you quickly confirm payment and system updates everything automatically.

Ready to Get Started?

Let's discuss how we can help automate your business processes and save you time.

Book an Intro Call