Purpose
1.2. Reduce manual entry, automate repetitive finance workflow, and automate notifications for real-time B2B customers.
1.3. Minimize errors and delays in the invoice process, enforce automatable compliance, and accelerate payments.
1.4. Ensure all wholesale clients automatedly receive accurate, itemized statements post-sales, with taxation and terms included.
Trigger Conditions
2.2. Automated status update or webhook notification on item shipment or delivery.
2.3. Manual trigger when finance team finalizes monthly statements.
Platform Variants
• Function: Automate outbound invoice in Billing/Invoicing module (IDoc output)
3.2. QuickBooks Online
• Function: API - Create Invoice, automate Email Invoice
3.3. Xero
• Function: “Invoices” endpoint, POST new invoice and automate Email API
3.4. Microsoft Dynamics 365
• Setting: Automate “Create Invoice” workflow, automate Email action in Power Automate
3.5. NetSuite
• Setting: Automated Invoice Bill API, automated Email Invoice workflow
3.6. Zoho Books
• Feature: Invoice Automation, Send Invoice API automatedly
3.7. Sage Intacct
• Setting: Automated AR Invoice endpoint + Email Delivery rule
3.8. FreshBooks
• API: automatedly POST invoice, auto-send option enabled
3.9. Oracle Fusion ERP
• Function: Automate “Generate Invoice” and “Email Customer” in Receivables module
3.10. HubSpot
• API: Create invoice through Quotes & Invoices, automate Email via workflow
3.11. Salesforce CPQ
• Feature: Automated Invoice object and automated Send Email action
3.12. WooCommerce
• Plugin: Automate Invoice PDF & email on completed order trigger
3.13. Shopify
• Setting: Automated invoice apps or webhook to external invoicing tool and email automation
3.14. Stripe
• API: Create Invoice, automated Send Invoice email API
3.15. Square
• Feature: Payment & Invoices API, automate send_invoice endpoint
3.16. Bill.com
• API: Create Invoice, automate email delivery to payers
3.17. Odoo
• Feature: “Invoicing” automated action and “Send by Email” setting
3.18. Wave
• API: Automated Invoice POST, Email-invoice toggle set
3.19. Mailgun
• API: Automated email sending of generated invoices (attached PDFs)
3.20. SendGrid
• API: Automated email invoice PDF with dynamic template
3.21. Google Sheets
• Script: Automated trigger on new row, generate PDF invoice, automate email via Gmail API
3.22. PandaDoc
• API: Create document from invoice template, automate send document workflow
Benefits
4.2. Accelerates payment cycles and automates document traceability.
4.3. Enables scalable, automatable handling of high wholesale volume in the car alarm supply chain.
4.4. Enhances customer experience via consistent, timely, and automated invoice dispatch.
4.5. Reduces human resource costs and automates regulatory compliance with digital audit trails.