Automated invoice generation after job completion

Purpose

1. Automate the generation and delivery of professional invoices after every gasfitting job completion, ensuring accurate, timely, and compliant billing.

2. Streamline automating documentation, minimize manual errors, and accelerate cash flow through automated invoice workflows tailored for utilities and professional services.

3. Ensure every completed job is tracked by the automator, records job specifics, calculates costs, applies taxes, and sends the invoice as part of an automated business process.

4. Integrate multiple platforms for managing, archiving, and reporting invoices, so documentation remains fully compliant and auditable.

Trigger Conditions

1. Job completion status marked as “Complete” in the job-management system or field service app.

2. Confirmation of gasfitter’s work log or timesheet submission.

3. Customer signature or digital work order closure.

4. All completion documentation uploaded and approved.

5. Scheduled trigger (e.g., every hour the automator checks for newly completed jobs).

Platform Variants

1. QuickBooks Online

• Feature/Setting: Automate “Create Invoice” API via completed job data.
  
• Sample: Configure automation to call `CreateInvoice` endpoint with job, customer, and pricing info.
  

2. Xero

• Feature/Setting: Automate invoice generation using `POST /invoices` API.
  
• Sample: Map job-completion trigger to auto-populate invoice fields and send to customer email.
  

3. FreshBooks

• Feature/Setting: Set up automator to trigger “Create Invoice” action in FreshBooks API.
  
• Sample: Connect job-completion event to auto-build invoice and dispatch via FreshBooks.
  

4. Zoho Books

• Feature/Setting: Automate invoice creation with `salesinvoices` module.
  
• Sample: Integrate automating function to generate invoice on job completion callback.
  

5. Sage Intacct

• Feature/Setting: Build automation for “Create AR Invoice” via API call.
  
• Sample: Use automator to submit job and billing details on completion.
  

6. MYOB

• Feature/Setting: Automate “Sale Invoice” creation through API on job completion.
  
• Sample: Connect automating logic to trigger after digital job sign-off.
  

7. Microsoft Dynamics 365

• Feature/Setting: Automate invoice generation using “Sales Invoices” entity via Power Automate.
  
• Sample: Event-driven automation on CRM field "Status: Complete".
  

8. Wave Accounting

• Feature/Setting: Automate creation of invoices via Invoices API.
  
• Sample: Job closure event pushes customer/job data to generate Wave invoice.
  

9. Intuit (API)

• Feature/Setting: “Create an Invoice” automating workflow using Intuit Developer API.
  
• Sample: Automator posts to Intuit when jobs are billed in project module.
  

10. SAP Business One

• Feature/Setting: Automate A/R invoice through Service Layer or B1if.
  
• Sample: Automate invoice generation after status update in SAP Service module.
  

11. Stripe Invoicing

• Feature/Setting: Use automated Stripe Invoicing API on job completion.
  
• Sample: Call `POST /v1/invoices` when a job finishes, integrating billing and payment.
  

12. Salesforce

• Feature/Setting: Automator to generate “Billing Invoice” in Financial Cloud based on job record update.
  
• Sample: Trigger automation on “Work Order Complete.”
  

13. Bill.com

• Feature/Setting: Use automating rule to create payables/receivables via API from job data.
  
• Sample: Post-integration for automatic invoice workflow.
  

14. Odoo

• Feature/Setting: Automate “Create Invoice” action via XML-RPC when job marked done.
  
• Sample: Connect job-completion logic with sales module’s invoicing.
  

15. Square

• Feature/Setting: Automated generation of invoices using “CreateInvoice” API endpoint.
  
• Sample: Automator connects field completion event to invoice API call.
  

16. PayPal Invoicing

• Feature/Setting: Automate PayPal Invoices via REST API on new job closure.
  
• Sample: Automating script submits data for instant invoice.
  

17. ServiceM8

• Feature/Setting: “Auto-Invoice on Job Complete” flow triggered in ServiceM8 API.
  
• Sample: Connect job flow for utilities/gasfitter workflows.
  

18. Jobber

• Feature/Setting: Automate invoice creation using “Create Invoice” through Jobber API.
  
• Sample: Automatically generate invoice after job marked completed by field tech.
  

19. HubSpot

• Feature/Setting: Integrate automation with HubSpot Deals/Invoices API triggered by ticket or task close.
  
• Sample: Automator listens for completed service pipeline stage.
  

20. Google Docs & Gmail

• Feature/Setting: Automate invoice document generation via Google Docs API; send through Gmail automation.
  
• Sample: Automator merges job data into template, emails PDF to client.
  

21. Monday.com

• Feature/Setting: Automation to create & deliver invoice using Monday Automations + email integrations.
  
• Sample: Workflow triggers on status “Job Done” to send invoice email.
  

22. Airtable

• Feature/Setting: Automate new record in Invoices table; automate email via Airtable Automations.
  
• Sample: Update after job is marked “Completed”, trigger custom automator to send invoice.
  

23. DocuSign

• Feature/Setting: Create automated “Send with Template” in DocuSign API for signed, compliant invoice.
  
• Sample: Attach completed job documents, automate sending signable invoice.
  

24. Slack

• Feature/Setting: Trigger invoice notification/message via Slack Automations for accounting review.
  
• Sample: Automator posts channel update for every new automated invoice generated.
  

25. Trello

• Feature/Setting: Card move to “Completed” list triggers automating flow to external invoice generation.
  
• Sample: Automator listens for “Done” action, creates invoice document with job data.
  

Benefits

1. Automates and accelerates billing cycles, reducing payment delays and improving cash flow.

2. Automator reduces manual input, decreasing risk of human error and increasing accuracy.

3. Ensures every job is properly and automatically invoiced for audit and tax compliance.

4. Provides seamless, automated integration between field job completion and back office billing.

5. Delivers instant, professional invoices to clients, automating customer communication and minimizing paperwork.

6. Enables scalable, repeatable document automation for audit trails and data-driven reporting.

7. Reduces admin workload with automating systems, allowing staff to focus on core, value-driven activities.