Automated invoice creation and dispatch

Purpose

1.1. Ensure timely and accurate billing by auto-generating invoices for advertising services rendered, customized to client/channel/project/campaign, reducing manual entry, errors, and dispatch delays.
1.2. Capture billable activities (media buys, creative, consulting), loop in relevant billing codes, and compile supporting documentation.
1.3. Automatically send invoices via chosen communication channels (email, client portal, accounting system integration), enable tracking, confirmations, and reminders.

Trigger Conditions

2.1. New deal/contract closure or booking approved in CRM/ERP/project management tool.
2.2. Completion of campaign, project phase, or monthly period.
2.3. Approval of timesheet, deliverable, or expense in workflow.
2.4. Payment milestone or retainer renewal reached.
2.5. Data sync from external partner system or media platform.

Platform Variants

3.1. Xero
• Feature: Invoices API / “Create Invoice” (POST /api.xro/2.0/Invoices with client, item, and delivery details).
3.2. QuickBooks Online
• Feature: Invoice endpoint (POST /v3/company/:companyId/invoice); map customer/project/line items.
3.3. Salesforce
• Feature: Auto-trigger via Process Builder/Flow to draft invoice object, send via Salesforce CPQ.
3.4. HubSpot
• Feature: Deal workflows + Invoice creation action integrating with third-party plugin.
3.5. Zoho Books
• Feature: API “Invoices” (POST /invoices) with auto-email dispatch and attachments.
3.6. FreshBooks
• Feature: “Create Invoice” API (POST /accounting/account/:accountId/invoices/invoices).
3.7. Stripe
• Feature: Invoicing API (POST /v1/invoices, configure auto-send).
3.8. Sage Intacct
• Feature: AR Invoice API (create_invoice XML or REST endpoint).
3.9. SAP Business One
• Feature: Document Service (POST InvoiceDrafts) with scheduled dispatch.
3.10. Microsoft Dynamics 365
• Feature: Power Automate flow to auto-generate Sales Invoice entity.
3.11. NetSuite
• Feature: SuiteTalk Web Services (add “invoice” record with customer and item fields).
3.12. SendGrid
• Feature: Email API or Marketing Campaigns Auto-send with invoice attachment.
3.13. Gmail
• Feature: “Send Email” API with dynamic PDF from template attached.
3.14. Slack
• Feature: Workflow builder to send invoice PDF to client or manager via Slack message.
3.15. DocuSign
• Feature: Auto-send invoice for approval/signature via Envelopes: create & send.
3.16. Dropbox Sign
• Feature: Request Signature API, auto-dispatch unsigned/pending invoice PDFs.
3.17. Monday.com
• Feature: Automation “When status changes to ‘completed,’ create invoice” via integration recipe.
3.18. Google Sheets
• Feature: Script trigger on new row to auto-generate and email invoice using Apps Script.
3.19. Airtable
• Feature: Automation—When record matches conditions, run script or connect to external billing API.
3.20. Mailgun
• Feature: Message API auto-mail PDF invoice on trigger with metadata.
3.21. Trello
• Feature: Automation when card moved to “Billable” creates invoice via webhook to billing system.
3.22. Pipedrive
• Feature: Smart Docs/Billing module automation—on deal stage change, draft/send invoice.
3.23. Box
• Feature: File upload event triggers invoice creation workflow and notification dispatch.
3.24. Oracle NetSuite
• Feature: Scheduled Workflow to generate and email AR invoices to listed clients.

Benefits

4.1. Reduces manual billing, data entry and error risk.
4.2. Speeds up cash flow and accounts receivable cycles.
4.3. Ensures consistency, compliance and correct client charge capture.
4.4. Improves client transparency and experience with prompt, professional communications.
4.5. Enables real-time reporting, audit trails, and easy tracking of invoice status.
4.6. Frees staff for client service and campaign management rather than repetitive admin.