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)
  • 1 1. Billing entry/confirmation
    • The person in charge will confirm the order details.
  • 61 1x. Correction of billing details
    • The person in charge will correct the order details and resubmit.
  • 43 1x. Error handling
    • The representative will correct the cause of the error and regenerate the invoice.
  • 60 2. Approval of billing details
    • The sales manager approves the invoice.
  • 5 3a. 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.
  • 33 3b. Approve/Cancel
    • Accounting staff reviews the invoice generation and approves its submission or cancels the invoice.
  • 46 4a. Confirm/Cancel (first time)
    • Accounts will stop billing if necessary. If there is no need to cancel, leave it as is.
  • 8 4b. Confirm/Cancel (Daily)
    • Accounts will stop billing if necessary. If there is no need to cancel, leave it as is.
  • 70 Set Subject (Cancel billing)
    • The workflow platform edits and stores the subject.
  • 65 Set Title
    • The workflow platform edits and stores the subject.
  • 71 Set Title (Cancel billing)
    • The workflow platform edits and stores the subject.
  • 66 Set Title (Withdrawn)
    • The workflow platform edits and stores the subject.
  • 67 Set Title (withdrawal)
    • The workflow platform edits and stores the subject.
  • 58 x1. 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.
  • 59 x2. Remove "Subtotal" column
    • The system removes the column Amount from the TSV so that no data is sent in the task Generate Invoice.
  • 55 x3. Invoice generation
    • The system sends TSV data to PayPal. PayPal generates an invoice based on the data and saves it as a draft.
  • 56 x4. Send invoice
    • The system instructs PayPal to send the generated invoice.
  • 54 x5. 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 Name q_Billing_Business_Name 5
    • Stores the billing company name.
  • Email Address q_Billing_Email 2 *
    • Stores the billing contact email address.
  • Family Name q_Billing_Name1 3
    • Stores the last name of the billing contact.
  • First Name q_Billing_Name2 4
    • Stores the first name of the billing contact.
  • Additional CC Address for Notification Email q_additionalRecipients 37
    • Stores the additional CC address for notification emails.
  • Language Code Used in Notification Emails to Recipients q_Billing_Language 39
    • Stores the language code used in notification emails to recipients.
  • ▼ Production Information/Items Info ▼ 6
  • Product Information (product name/quantity/unit price…) q_Items 1 *
    • Stores the billing details.
  • Product Information TSV q_ItemsTSV 22
    • Billing details are converted to TSV and stored. Automatically set in x1 and automatically overwritten in x2
  • Currency Code q_SelectCurrencyCode 7 *
    • Contains the currency code.
  • Tax Inclusive Method q_TaxInclusive 8 *
    • Contains the tax method.
  • Total Billing Amount q_TotalAmount 38
    • Stores the total amount (excluding tax) of the billing details.
  • ▼ Invoice Details ▼ 14
  • Invoice Number q_DetailInvoiceNumber 36 *
    • (PayPal registration) Stores invoice number.
    • INVOICE-#{#sformat('%06d', processInstanceId)}
  • Invoice Date q_Invoice_Date 15 *
    • Stores the billing date.
    • processInstanceStartDatetime
  • Billing Deadline q_PaymentTermDate 16 *
    • Stores the billing deadline (the 1st day of the second month after the start of billing).
    • processInstanceStartDatetime.addMonths(2).getFirstTimeInMonth()
  • Requester's Business Name q_InvoicerBusiness_name 9
    • Example Co., Ltd.
  • Requester's Corporate Number (TaxId) q_InvoicerTax_id 12
    • The biller's corporate number (TaxId) is stored.
    • 1234567890123
  • Requester's Website q_InvoicerWebsite 10
    • Stores the requester's homepage URL.
  • Requester's Logo Image URL q_InvoicerLogo_url 13
    • Stores the requester's logo image URL.
  • Requester's Name q_InvoicerNameGiven_name 23
    • Stores the biller's name 1 (department and last name).
  • Requester's Surname q_InvoicerNameSurname 34
    • Stores the requester's surname.
  • Requester's Email Address q_InvoicerEmail_address 11 *
    • Stores the requester's (PayPay) registered email address
    • example@example.co.jp
  • Additional Biller Information q_InvoicerAdditional_notes 35
    • Stores additional information about the biller.
  • Invoice Message q_Invoice_Note 17
    • 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 Conditions q_Invoice_Terms 18
    • 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 Memo q_Memo 26 *
    • 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 Staff q_sales_person 21
    • Stores the sales representative.
  • Accountant q_accounting_department_person 24
    • Stores the person in charge of the accounting department.
  • ▼ Internal Communication ▼ 32
  • Manager Approval q_comfirm_by_director 40 *
    • Stores the sales manager's approval decision.
  • Communication q_communication 33
    • Contains communications between persons in charge.
  • ▼ PayPal Logs ▼ 19
  • paypalInvoiceId q_Paypal 20
    • (Issued by PayPal) paypalInvoiceId is stored. It is automatically set at x3.
  • paypalInvoiceViewUrl q_invoicer_view_url 25
    • (PayPal issue) paypalInvoiceViewUrl is stored. It is automatically set at x3.
  • paypalInvoiceStatus q_InvoiceStatus 27
    • (PayPal issue) paypalInvoiceStatus is stored. It is automatically set by x3 and automatically overwritten by x5.
  • Payment Date q_PaymentDate 28
    • Stores the payment date (Issued by PayPal).
  • Payment Amount q_PaymentAmount 29
    • Stores the payment amount (Issued by PayPal). Automatically set at x5.
  • Payment Currency Code q_PaymentCurrencyCode 30
    • Stores the payment currency code (Issued by PayPal). Automatically set at x5.
  • (Response JSON) q_ResponseJson 31
    • Contains responses to http requests to the PayPal API. Automatically set at x5.

Field Name, num, Initial Value

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Notes

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

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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

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