Outstanding Balance Reminder System with Xero and Stripe

This project is a user-friendly PHP application that helps businesses collect outstanding payments more easily. It integrates directly with Xero accounting software and Stripe for secure online payments, making the process simple and efficient for both the business and its customers.

What the System Does

• Connects to Xero to automatically import customers with overdue balances.
• Generates clear, professional PDF invoices for each customer using PHP programming language.
• Sends personalized email reminders with the invoice attached.
• Includes a secure Stripe payment link in each email, so customers can pay instantly online.
• Updates payment status automatically in Xero once a payment is received.
• Uses the Microsoft API to send emails and sync communication with Microsoft Outlook or Microsoft 365 if required.

How It Works

1. Data Import: Customer details and balances are fetched from Xero and stored to a local MSSQL database.
2. PDF Invoice Creation: The system creates a PDF invoice for each customer using PHP.
3. Email Sending: Each customer receives a personalized email with their invoice and a Stripe payment link.
4. Payment Processing: Customers pay securely through Stripe, and the system updates Xero automatically.
5. Reporting: Optionally, all email activity and payment status can be synced with Microsoft tools for easy tracking.

Benefits for Your Business

• Automated reminders save your staff hours of manual work.
• Professional PDF invoices help maintain your brand image.
• Xero and Stripe integration means less manual data entry and faster payments.
• Simple for customers – they receive clear instructions and can pay with just a click.
• Secure and reliable – all payment links are unique and confidential.
• Compatible with Microsoft 365 for seamless workflow and reporting.

Key Features & Keywords

• PHP PDF invoice generation
• Xero integration
• Stripe payment reminders
• Automated email sending
• Microsoft API support
• Outstanding balance collection

Excel Integration with VBA

For even greater flexibility, the system supports control of email submissions directly from an Excel file. Using a macro-enabled Excel workbook with built-in VBA code, users can connect to this service and trigger payment reminder emails with just a click. This allows you to manage and send reminders right from your existing Excel spreadsheets, making the process even more convenient and efficient.

Summary

The Outstanding Balance Reminder System makes it easy for businesses to get paid faster, with less manual effort. With built-in Xero and Stripe integration, PDF invoice generation in PHP, and Microsoft API support, it’s the perfect solution for any business wanting to automate their payment collection process.

Need something unique? I offer custom programming services to tailor payment reminder solutions or other business software to your exact needs.