AutoCount Cloud Integration (Invoice Sync + Payment Reminder Automation)
H
Harris Daniel
I would like to request an integration between Take App (frontend ordering system) and AutoCount Cloud Accounting (backend accounting system).
The goal is to automate invoicing and payment follow-ups for businesses handling repeat customers and credit terms.
❗ Current Problem:
Right now, everything is manual:
Orders come from Take App
Invoice created separately in AutoCount
Staff manually send invoice to customer
Follow-up for unpaid invoices is done manually
This leads to:
Delays in sending invoices
Missed follow-ups
Poor cash flow control
Extra workload for staff
✅ Requested Features:
- 🔗 Auto Invoice Sync
When order is confirmed in Take App
→ Automatically generate invoice in AutoCount Cloud
- 📄 Auto Send Invoice (WhatsApp)
Once invoice is created
→ Auto send PDF invoice to customer via WhatsApp
- ⏰ Unpaid Invoice Reminder
System checks unpaid invoices daily
→ Automatically send reminder via WhatsApp
Example:
“Hi, this is Harris from Frozen Borneo. Friendly reminder that your invoice is still unpaid. Kindly arrange payment ya 🙏”
- 📊 Payment Status Sync
Sync payment status from AutoCount
Stop reminders automatically once paid
- 🧠 Smart Automation (Optional Advanced)
Tag customers (fast pay / slow pay)
Auto follow-up based on behavior
Reminder intervals (3 days, 7 days, etc.)
🔐 Business Impact:
Improve cash flow
Reduce manual work
Prevent missed payments
Increase efficiency for wholesale & distribution businesses
Enable scaling with minimal staff
🙏 Use Case:
We run a wholesale frozen food business with repeat customers and credit terms.
We need:
Fast invoicing
Automatic reminders
Seamless connection between ordering and accounting