US 2017/0255974 A1Published application

Context aware transaction management system

AssigneePaypal, Inc.

InventorShyamsundar Kulkarni

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Abstract

Systems and methods for providing invoice management and payment recommendations based on communication information include receiving, from a merchant device associated with the merchant through a network, communication information associated with a transaction provided by a communication application; determining transaction information associated with the transaction using the communication information; retrieving, from at least one database, a first invoice configuration associated with the transaction; generating a first invoice associated with a first customer associated with the transaction using the first invoice configuration; and providing the first invoice over the network for display on a first customer device associated with the first customer.

Claims20

Dependent claims

An invoice management system, comprising:

at least one database storing one or more invoice configurations that are associated with a merchant;
a non-transitory memory;
and
one or more hardware processors coupled to the non-transitory memory and configured to execute instructions from the non-transitory memory to cause the system to perform operations comprising:
receiving an electronic communication from a merchant device corresponding to a transaction;
determining a transaction type corresponding to the transaction by analyzing content of the electronic communication;
responsive to the determining the transaction type corresponding to the transaction, accessing the at least one database to automatically identify a first invoice configuration of the one or more invoice configurations that corresponds to the determined transaction type;
and
generating a first invoice for a first customer associated with the transaction using the first invoice configuration, wherein generating the first invoice includes:
analyzing the content of the communication to determine invoice information corresponding to the transaction;
and
populating the first invoice with the determined invoice information.

9 more elements

A method, comprising:

receiving an electronic communication from a merchant device corresponding to a transaction;
determining a transaction type corresponding to the transaction by analyzing content of the electronic communication;
responsive to the determining the transaction type corresponding to the transaction, accessing the at least one database to automatically identify an invoice configuration of the one or more invoice configurations that corresponds to the determined transaction type;
and
in response to determining that the transaction corresponds to a first customer and a second customer, generating a first invoice for the first customer and a second invoice for the second customer using the invoice configuration, wherein generating the first and second invoice includes:
analyzing the content of the communication to determine a first invoice information and a second invoice information corresponding to the transaction;
analyzing the content of the communication to determine first customer information corresponding to the first customer and second customer information corresponding to the second customer;
and
populating the first invoice with the first invoice information and first customer information and the second invoice with the second invoice information and the second customer information.

6 more elements

A non-transitory machine-readable medium having stored thereon machine-readable instructions executable to cause a machine to perform operations comprising:

receiving an electronic communication from a merchant device corresponding to a transation;
determining a transaction type corresponding to the transaction by analyzing content of the electronic communication;
responsive to the determining the transaction type corresponding to the transaction, accessing the at least one database to automatically identify an invoice configuration of the one or more invoice configurations that corresponds to the determined transaction type;
and
generating a first invoice for the transaction using the invoice configuration, wherein generating the first invoice includes:
analyzing the content of the communication to determine invoice information corresponding to the transaction;
and
populating the first invoice with the determined invoice information.

5 more elements

Dependencies are inferred from the claim text.