PayPal Billing Process, Supervisor Approval

/ Workflow Apps / Billing Settlement, PayPal Invoicing API
PayPal Billing Process, Supervisor Approval 20220126
This is a workflow where PayPal invoices are sent automatically. The sales representative enters the billing details and the sales manager approves the details. The accounting department then reviews the automatically generated PayPal invoice draft as appropriate. Upon completion of the accounting review, the PayPal system automatically sends out the invoice.
Worker (#of Swimlane: 3)
  • Sales Staff
    • Person in charge of registering billing details based on customer orders
  • Sales Manager
    • Person in charge of approving billing details
  • Accounting Department
    • Person in charge of approving draft PayPal invoices and confirming payment results
Business Flow (Complexity of Workflow: 39)
  • 11. Billing entry/confirmation
    • The person in charge will confirm the order details.
  • 611x. Correction of billing details
    • The person in charge will correct the order details and resubmit.
  • 431x. Error handling
    • The representative will correct the cause of the error and regenerate the invoice.
  • 602. Approval of billing details
    • The sales manager approves the invoice.
  • 53a. Approve/Cancel
    • Accounting staff reviews the invoice generation and approves its submission or cancels the invoice. If you leave it alone, it will be automatically approved after 30 minutes.
  • 333b. Approve/Cancel
    • Accounting staff reviews the invoice generation and approves its submission or cancels the invoice.
  • 464a. Confirm/Cancel (first time)
    • Accounts will stop billing if necessary. If there is no need to cancel, leave it as is.
  • 84b. Confirm/Cancel (Daily)
    • Accounts will stop billing if necessary. If there is no need to cancel, leave it as is.
  • 70Set Subject (Cancel billing)
    • The workflow platform edits and stores the subject.
  • 65Set Title
    • The workflow platform edits and stores the subject.
  • 71Set Title (Cancel billing)
    • The workflow platform edits and stores the subject.
  • 66Set Title (Withdrawn)
    • The workflow platform edits and stores the subject.
  • 67Set Title (withdrawal)
    • The workflow platform edits and stores the subject.
  • 58x1. TSV from table
    • The system converts the input contents of the table type data item into TSV format data and sets it in the specified data item.
  • 59x2. Remove “Subtotal” column
    • The system removes the column Amount from the TSV so that no data is sent in the task Generate Invoice.
  • 55x3. Invoice generation
    • The system sends TSV data to PayPal. PayPal generates an invoice based on the data and saves it as a draft.
  • 56x4. Send invoice
    • The system instructs PayPal to send the generated invoice.
  • 54x5. Invoice status
    • The system retrieves the Paypal billing status and confirms the payment.
Workflow Diagram (click to open)
Business Process Variables (#of Data Item: 41)
  • ▼ Customer Information ▼ 0
  • Company Nameq_Billing_Business_Name5
    • Stores the billing company name.
  • Email Addressq_Billing_Email2*
    • Stores the billing contact email address.
  • Family Nameq_Billing_Name13
    • Stores the last name of the billing contact.
  • First Nameq_Billing_Name24
    • Stores the first name of the billing contact.
  • Additional CC Address for Notification Emailq_additionalRecipients37
    • Stores the additional CC address for notification emails.
  • Language Code Used in Notification Emails to Recipientsq_Billing_Language39
    • Stores the language code used in notification emails to recipients.
  • ▼ Production Information/Items Info ▼ 6
  • Product Information (product name/quantity/unit price…)q_Items1*
    • Stores the billing details.
  • Product Information TSVq_ItemsTSV22
    • Billing details are converted to TSV and stored. Automatically set in x1 and automatically overwritten in x2
  • Currency Codeq_SelectCurrencyCode7*
    • Contains the currency code.
  • Tax Inclusive Methodq_TaxInclusive8*
    • Contains the tax method.
  • Total Billing Amountq_TotalAmount38
    • Stores the total amount (excluding tax) of the billing details.
  • ▼ Invoice Details ▼ 14
  • Invoice Numberq_DetailInvoiceNumber36*
    • (PayPal registration) Stores invoice number.
    • INVOICE-#{#sformat(‘%06d’, processInstanceId)}
  • Invoice Dateq_Invoice_Date15*
    • Stores the billing date.
    • processInstanceStartDatetime
  • Billing Deadlineq_PaymentTermDate16*
    • Stores the billing deadline (the 1st day of the second month after the start of billing).
    • processInstanceStartDatetime.addMonths(2).getFirstTimeInMonth()
  • Requester’s Business Nameq_InvoicerBusiness_name9
    • Example Co., Ltd.
  • Requester’s Corporate Number (TaxId)q_InvoicerTax_id12
    • The biller’s corporate number (TaxId) is stored.
    • 1234567890123
  • Requester’s Websiteq_InvoicerWebsite10
  • Requester’s Logo Image URLq_InvoicerLogo_url13
  • Requester’s Nameq_InvoicerNameGiven_name23
    • Stores the biller’s name 1 (department and last name).
  • Requester’s Surnameq_InvoicerNameSurname34
    • Stores the requester’s surname.
  • Requester’s Email Addressq_InvoicerEmail_address11*
    • Stores the requester’s (PayPay) registered email address
    • example@example.co.jp
  • Additional Biller Informationq_InvoicerAdditional_notes35
    • Stores additional information about the biller.
  • Invoice Messageq_Invoice_Note17
    • Stores the message that will be included in the invoice.
    • If you have any questions, please feel free to contact Mr Jones (mail: jones@×××.co.jp / tel: 03-0000-0001).
  • Terms and Conditionsq_Invoice_Terms18
    • Stores the terms and conditions of sale.
    • Sales Agreement


      Corporation A (hereinafter referred to as “First Party”) and Corporation B (hereinafter referred to as “Second Party”) enter into the following Sales and Purchase Agreement (hereinafter referred to as “Agreement”) regarding ____________ (hereinafter referred to as “Product”).

      ▼ ▼ The following is omitted ▼ ▼
  • Billing Memoq_Memo26*
    • Contains notes that are viewed in the PayPal invoice list.
    • Invoicing application/process) #{processModelInfoName} -p#{processInstanceId}
      Invoice creation date and time) #{processInstanceStartDatetime}
      Invoice creator) #{processInstanceInitQuserName}
  • Sales Staffq_sales_person21
    • Stores the sales representative.
  • Accountantq_accounting_department_person24
    • Stores the person in charge of the accounting department.
  • ▼ Internal Communication ▼ 32
  • Manager Approvalq_comfirm_by_director40*
    • Stores the sales manager’s approval decision.
  • Communicationq_communication33
    • Contains communications between persons in charge.
  • ▼ PayPal Logs ▼ 19
  • paypalInvoiceIdq_Paypal20
    • (Issued by PayPal) paypalInvoiceId is stored. It is automatically set at x3.
  • paypalInvoiceViewUrlq_invoicer_view_url25
    • (PayPal issue) paypalInvoiceViewUrl is stored. It is automatically set at x3.
  • paypalInvoiceStatusq_InvoiceStatus27
    • (PayPal issue) paypalInvoiceStatus is stored. It is automatically set by x3 and automatically overwritten by x5.
  • Payment Dateq_PaymentDate28
    • Stores the payment date (Issued by PayPal).
  • Payment Amountq_PaymentAmount29
    • Stores the payment amount (Issued by PayPal). Automatically set at x5.
  • Payment Currency Codeq_PaymentCurrencyCode30
    • Stores the payment currency code (Issued by PayPal). Automatically set at x5.
  • (Response JSON)q_ResponseJson31
    • Contains responses to http requests to the PayPal API. Automatically set at x5.

Field Name, num, Initial Value

Download

This archive contains the BPMN icons that are not available in the Basic edition.

Notes

  • You need to associate the Swimlane settings according to your organizational structure upon import

Capture

See also

PayPal請求プロセス
PayPal #請求書: ドラフト作成
PayPal #請求書: 送信
PayPal #請求書: 詳細確認

Leave a Reply

This site uses Akismet to reduce spam. Learn how your comment data is processed.

Scroll to Top

Discover more from Questetra Support

Subscribe now to keep reading and get access to the full archive.

Continue reading