Integrate Payhere with CodeWords for Automated Payment Processing
Overviews
How it works?
Generate invoices from business events
Create payment links and invoices when orders are placed, services are delivered, or subscription periods begin, ensuring timely billing with accurate amounts and appropriate payment terms.
Send personalized payment reminders
Deliver intelligent follow-ups to customers with outstanding invoices, adjusting message tone and frequency based on customer payment history, invoice age, and relationship value to maximize collection.
Process payments and trigger confirmations
Capture payment information securely, process transactions, and send customized confirmation messages that include receipt details, next steps, or relevant product recommendations based on purchase.
Handle failed payments intelligently
Detect payment failures, determine appropriate retry strategies based on failure reason, update customers with helpful resolution steps, and escalate to team members when manual intervention is needed.
Manage subscription billing cycles
Track recurring payment schedules, process automatic renewals, update customers before charges, handle plan changes or cancellations, and manage dunning processes for failed subscription payments.
Sync payment data across systems
Update CRM records, accounting software, and fulfillment systems when payments are received, maintaining accurate financial records and triggering appropriate operational workflows based on transaction status.
Analyze payment patterns and trends
Track payment success rates, identify optimal invoice delivery times, recognize high-risk transactions, and detect unusual payment patterns that might indicate fraud or processing issues requiring attention.
Provide customer payment portals
Generate self-service links where customers can view outstanding invoices, update payment methods, download receipts, and manage subscription preferences without requiring support team assistance.
Configure
Build
Intelligent accounts receivable automation
Build a workflow that sends invoices immediately after service delivery, tracks payment status, and sends AI-optimized reminder sequences based on customer payment history. CodeWords can identify customers likely to pay late, adjust communication strategies accordingly, offer early payment discounts to incentivize quick payment, and escalate seriously overdue accounts to collections while maintaining detailed audit trails.
Subscription renewal and retention system
Create an automated subscription management solution that processes recurring payments, detects at-risk customers before cancellation, and sends personalized retention offers. The workflow handles failed payment recovery with intelligent retry logic, offers plan downgrades to price-sensitive customers, celebrates subscription milestones, and analyzes churn patterns to improve retention strategies across customer segments.
Dynamic pricing and quote management
Develop a system that generates custom quotes based on customer requirements, converts approved quotes to invoices, and tracks quote conversion rates. AI can suggest optimal pricing based on customer value and market conditions, recommend product bundles that increase deal size, send follow-up messages to prospects with pending quotes, and identify when to offer limited-time discounts to close deals.
“You can’t do this anywhere else.”
Your stack,
connected.
