Finance & AdministrationPurpose
1. Automate invoice creation and distribution for every sales channel (e-commerce, phone, email) to accelerate billing cycles, ensure accuracy, and maintain compliance.
2. Integrate financial data from order sources (ERP, CRM, marketplaces) to unify invoice formatting and delivery.
3. Reduce manual entry error, labor costs, and payment delays by streamlining end-to-end fiscal documentation.
Trigger Conditions
1. New order confirmation in sales platform or ERP.
2. Payment received or marked for invoicing flag.
3. Scheduled batch invoicing at period close (e.g., daily/weekly).
4. Manual submission by finance/admin for irregular cases.
Platform Variants
1. Salesforce
- Feature/Setting: Configure "Process Builder" or "Flow" for invoice generation upon "Opportunity Closed Won" event; use Outbound Message for PDF delivery trigger.
2. QuickBooks Online
- Feature/Setting: API endpoint `CreateInvoice`; set webhook for order events, map sales channel to customer.
3. Xero
- Feature/Setting: POST to `/api.xro/2.0/Invoices`; trigger from “New Sales Invoice” event, attach PDF file.
4. SAP Business One
- Feature/Setting: Use B1iF Integration or DI API “AddInvoice”; configure to generate and attach PDFs per customer segment.
5. NetSuite
- Feature/Setting: SuiteScript 2.0 `nlapiCreateRecord('invoice')`; set as workflow action on order completion.
6. Zoho Books
- Feature/Setting: API: “Create Invoice” endpoint, with workflow automation on “Sales Order Confirmed” event.
7. WooCommerce
- Feature/Setting: REST API “Order Completed” hook; send order details for invoice generation script.
8. Shopify
- Feature/Setting: Webhook “orders/paid”; trigger serverless function or middleware for invoice PDF creation and dispatch.
9. Magento
- Feature/Setting: Event Observer “sales_order_invoice_pay”; use custom module to send invoice PDF via email API.
10. Microsoft Dynamics 365
- Feature/Setting: Power Automate flow from “Sales Order Invoiced” trigger, then run “Create Invoice” action in Finance app.
11. FreshBooks
- Feature/Setting: API “invoice.create”; linked to payment or order event from e-commerce integration.
12. Stripe
- Feature/Setting: Use “Invoice Created” webhook; supplement with metadata for channel-based customization.
13. Square
- Feature/Setting: Invoice API “CreateInvoice”; auto-trigger from “Payment Complete” event.
14. MYOB
- Feature/Setting: API `/Sale/Invoice/Item`; automate from batch sales entry or online sale.
15. PayPal Invoicing
- Feature/Setting: REST API “Create and Send Invoice”; legitimate upon successful transaction.
16. HubSpot
- Feature/Setting: Workflow automation with “Deal Stage: Closed Won” as trigger, push to connected financial app for invoicing.
17. Odoo
- Feature/Setting: Automated action on “Sale Order Confirmed”; invoke `account.move` model for invoice.
18. Google Sheets
- Feature/Setting: Google Apps Script to generate invoices from new sales row, deliver via Gmail API.
19. Airtable
- Feature/Setting: Automations for “Record Created” in ‘Orders’ table, call third-party invoice microservice API.
20. SendGrid
- Feature/Setting: SMTP relay or transactional email with invoice PDF attachment, triggered via API call post-generation.
21. Slack
- Feature/Setting: Notify finance/admin upon auto-invoice with timely delivery status, via incoming webhook.
22. Trello
- Feature/Setting: Bot triggers card automation when sales deal moved to ‘Won’, invokes invoice API/webhook.
Benefits
1. Invoices are generated instantly, reducing clerical workload.
2. Eliminates data duplication across CRM, accounting, and sales tools.
3. Faster invoice delivery enhances cash flow and late payment tracking.
4. Consistent documentation promotes compliance and professional brand image.
5. Automated audit logs aid error tracking and regulatory reporting.
6. Custom channel-based workflows allow tailored formats for wholesale, retail, and direct shipments.