Automated invoice generation upon order fulfillment

Purpose

1.1. Ensure real-time, error-free generation of invoices automatically once aggregates orders are marked fulfilled, syncing sales, inventory, and accounting records.
1.2. Eliminate manual entry for invoicing, reducing reconciliation cycles and disputes between contractors, wholesalers, and accounts teams.
1.3. Support seamless integration between ERP, order management, CRM, accounting, and payment platforms for efficient cashflow and compliance.

Trigger Conditions

2.1. Order status updates to "Fulfilled" or "Shipped", either via ERP, WMS, or order management API.
2.2. Associated delivery documentation (POD/delivery note) is received or verified.
2.3. All required order fields (customer, item data, quantities, prices) are confirmed complete.

Platform Variants

3.1. SAP S/4HANA
  • Module: SD Billing Request API — triggers invoice creation when delivery status changes to fulfilled.
3.2. Microsoft Dynamics 365
  • Function: SalesOrder.PostInvoice — configure auto-post on delivery completion event.
3.3. Oracle NetSuite
  • Endpoint: SalesOrder.fulfill() with Invoice Generation Workflow triggered post-fulfillment.
3.4. QuickBooks Online
  • API: Invoice.Create() — automate on webhook from order/shipment system.
3.5. Xero
  • API: POST /Invoices — triggered by mark-as-dispatched event.
3.6. Zoho Books
  • Endpoint: /salesorders/converttoinvoice — called upon order marked fulfilled.
3.7. FreshBooks
  • API: POST /invoices — mapped to when delivery confirmation is logged.
3.8. Odoo ERP
  • Action: Sales → Orders → Automated Invoices — automation trigger on shipping_done state change.
3.9. Sage Intacct
  • Smart Event: Order Shipment Complete triggers AR Invoice Object generator.
3.10. Epicor ERP
  • BPM Workflow: SO Fulfillment — kicks off AR Invoice generation from logistics module.
3.11. Salesforce
  • Flow: Process Builder auto-creates Invoice record upon Opportunity/Order status “Fulfilled.”
3.12. HubSpot
  • Workflow: When deal stage moves to "Delivered", trigger integration with accounting API for invoicing.
3.13. SAP Business One
  • Automation: Order-to-Invoice Wizard — batch mode runs on fulfillment completion.
3.14. Stripe
  • API: Invoice.create() — event trigger set to successful product shipment in fulfillment app.
3.15. Square
  • Function: Invoices API — webhook-based trigger from POS/fulfillment app to auto-generate invoice.
3.16. Wave Accounting
  • Integration API: Create Invoice endpoint — called on webhook for closed delivery.
3.17. MYOB
  • API: POST /Sale/Invoice — event-based automation when dispatch confirmed in inventory.
3.18. Infor CloudSuite
  • Event Management: Delivery Confirmation triggers automatic AR Invoicing API process.
3.19. Bill.com
  • Feature: API Invoice Automation — triggered when fulfillment workflow passes "delivered."
3.20. PayPal Invoicing
  • API: POST /v2/invoicing/invoices — mapped to trigger on fulfillment API call from OMS.

Benefits

4.1. Consistent, timely invoicing and faster order-to-cash cycles.
4.2. Reduces human error, lost invoices, and manual handoffs.
4.3. Enables scalable financial operations and audit readiness.
4.4. Enhances supplier and customer satisfaction with accurate, predictable workflows.
4.5. Integrates compliance, revenue recognition, and reconciliation into a seamless digital process.