Bulk invoicing for fleet/corporate clients

Purpose

1.1. Automate the creation, batching, and dispatching of bulk invoices to multiple fleet/corporate RV detailing clients, enabling seamless, efficient, error-free financial workflows and streamlining accounts receivable.
1.2. Automatedly capture service records, batch them by client and period, generate consolidated invoices, and trigger multi-channel delivery and payment reminders.
1.3. Automating invoicing cycles reduces manual entry, ensures timely billing, supports custom invoice formats, and tracks payment status for accounting and reconciliation.
1.4. Automator detects completed RV detailing jobs, aggregates line items, applies bulk discounts/rate overrides, and triggers appropriate follow-up automations.

Trigger Conditions

2.1. Completed service logs for multiple jobs for a single corporate client in a given billing cycle.
2.2. Automated schedule-based triggers (weekly, biweekly, monthly) for batch processing.
2.3. Change in status to “ready for invoicing” in the job management automator.
2.4. Client-specific custom trigger (e.g., mileage threshold, units serviced, or monetary milestones).
2.5. Automated admin approval (optional gate in workflow).

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Use Invoices API (v3) – Automate bulk invoice creation and emailing using “Create Invoice” endpoint per client batch; sample: POST /v3/company/{companyId}/invoice
3.2. Xero
• Feature/Setting: Accounting API – Automate POST /invoices batch; integrate “create multiple invoices” function.
3.3. FreshBooks
• Feature/Setting: Invoices API – Automate POST /invoices allowing batch import of items and client records.
3.4. Zoho Books
• Feature/Setting: Invoices API – Automate POST /invoices with client-specific templates via “bulk_create_invoices”.
3.5. Sage Intacct
• Feature/Setting: AR Invoices API (create_invoice) – Automate bulk AR invoices from service log input.
3.6. Wave
• Feature/Setting: Invoices API – Automate “Create Invoice” for each batch, auto-emailing enabled.
3.7. Stripe Invoicing
• Feature/Setting: Invoices API – POST /v1/invoices for each client, with auto-send and payment automation.
3.8. Bill.com
• Feature/Setting: API Invoice endpoint – Automate bulk invoice scheduling and recurring invoice creation.
3.9. Square Invoices
• Feature/Setting: Invoices API – Automate CreateInvoice batch jobs for multiple corporate clients.
3.10. PayPal Invoicing
• Feature/Setting: Invoicing API – POST /v2/invoicing/invoices for each batch, automated email delivery.
3.11. Odoo
• Feature/Setting: Invoicing module XML-RPC API – Automate batch invoice creation and workflow automation.
3.12. Netsuite
• Feature/Setting: REST Invoice API – Automate POST /record/v1/invoice with bulk data payloads.
3.13. SAP Business One
• Feature/Setting: Service Layer Invoices endpoint – Automate batch POST /Invoices.
3.14. Microsoft Dynamics 365
• Feature/Setting: Sales Invoices API – Automate invoices POST /salesInvoices in batch mode.
3.15. Oracle NetSuite
• Feature/Setting: SuiteTalk SOAP or REST API – Automate batch invoicing process for accounts receivable.
3.16. ERPNext
• Feature/Setting: REST API – Automate invoices POST /api/resource/Sales Invoice with multi-job line items.
3.17. Invoice Ninja
• Feature/Setting: API v5 – Automate POST /api/v1/invoices for bulk/corporate clients.
3.18. Chargify
• Feature/Setting: Invoices API – Automator for batch creation/configuration of line items by client.
3.19. Scoro
• Feature/Setting: API /invoices – Automate POST /invoices/batch with status tracking.
3.20. MYOB AccountRight
• Feature/Setting: Invoices API – Automate creation and emailing via /Sale/Invoice/Service endpoint.

Benefits

4.1. Bulk invoicing automates repetitive monthly/periodic billing, reducing manual effort and minimizing errors.
4.2. Automated workflows accelerate payments, centralize invoice management, and improve cash flow.
4.3. Automation enables scalable growth with minimal additional admin resources for the RV detailing business.
4.4. Automating reconciliation and payment status updates streamlines accounting close processes.
4.5. Automator guarantees consistent, timely, client-compliant documentation and payment reminders, enhancing B2B relationships.