Automatic invoice generation after attendance or service provision

**Purpose**

1.1. Automate the creation and dispatch of invoices immediately after adult day care attendance or service is logged, ensuring timely billing, reduced manual entry, minimized errors, and better insurance reconciliation.
1.2. Support integration with EHRs, time tracking, and scheduling to auto-calculate billable hours, rates, and insurance codes.
1.3. Enable notifications, attachment of attendance records, and direct submission to payment and insurance processing systems.

**Trigger Conditions**

2.1. Service attendance record finalized in care management software.
2.2. Time tracking entry submitted by staff for an individual client.
2.3. Completion of scheduled service or therapy session and approval by supervisor.
2.4. Manual input submission of daily service logs.
2.5. Update in EHR marking service as ‘delivered’ or ‘complete.’

**Platform Variants**

3.1. QuickBooks Online
• Feature/Setting: Use "Invoices API" (`POST /v3/company/{companyId}/invoice`) to auto-create and send invoices triggered by service completion event.
3.2. Xero
• Feature/Setting: Use "Create Invoices" endpoint (`POST /api.xro/2.0/Invoices`) after attendance data push.
3.3. FreshBooks
• Feature/Setting: "Invoice.create" API action after extraction from attendance records.
3.4. Zoho Books
• Feature/Setting: "Invoices API" (`POST /invoices`) with mapped data fields from time logs.
3.5. Sage Intacct
• Feature/Setting: Invoke "create_invoice" API module post-service submission.
3.6. Wave
• Feature/Setting: "Invoices" endpoint integration once care recipient attendance is marked complete.
3.7. Stripe Billing
• Feature/Setting: "Invoice creation API" (`POST /v1/invoices`) auto-populated with client session details.
3.8. SAP Concur Invoice
• Feature/Setting: "Invoice API" to generate entries after verification of service delivery.
3.9. Bill.com
• Feature/Setting: "POST bills" API on receipt of approved service time data.
3.10. Netsuite
• Feature/Setting: "Record.create" with type ‘invoice’ after service completion from integrated schedules.
3.11. Odoo
• Feature/Setting: "account.move" model (`POST /account.move`) configured for invoice creation from activity logs.
3.12. Microsoft Dynamics 365 Finance
• Feature/Setting: Use "Sales Invoices API" after confirmation via EHR or attendance tracker.
3.13. Oracle NetSuite
• Feature/Setting: "Invoice" record creation via REST API, mapping service and user details as line items.
3.14. ServiceTitan
• Feature/Setting: "Job Completion Webhook" to trigger invoice API.
3.15. CareSmartz360
• Feature/Setting: Automated invoice generation enabled via attendance record workflow.
3.16. Kareo
• Feature/Setting: API-based "Encounters to Invoice" trigger after appointment completion.
3.17. SimplePractice
• Feature/Setting: Auto-create invoices via "Client Session Completion" webhook.
3.18. Athenahealth
• Feature/Setting: Use "Encounter Complete" event in API to launch billing transaction.
3.19. Square
• Feature/Setting: "Invoices API" triggers with event-based logic after service session.
3.20. PayPal Invoicing
• Feature/Setting: "Create an invoice" endpoint (`POST /v2/invoicing/invoices`) with automated attendance-to-invoice flow.

**Benefits**

4.1. Accelerates collections and cash flow through instant invoicing.
4.2. Reduces manual data entry errors and admin workload.
4.3. Improves compliance with billing, audit, and insurance requirements by attaching attendance/service proof.
4.4. Enables immediate client or insurer notifications and clarifies payment due timelines.
4.5. Enhances transparency and customer satisfaction through faster, accurate billing.