Automated invoicing from completed sales

Purpose

1.1. Automate the generation and dispatch of accurate invoices immediately upon sale completion, integrating with inventory, sales, and financial systems, reducing manual input, minimizing errors, and ensuring prompt billing for air compressor wholesale transactions.
1.2. Ensure regulatory compliance, improve record management, and accelerate payment cycles for industrial compressor distribution.

Trigger Conditions

2.1. Sales order marked as ‘completed’ in ERP, CRM, or POS system.
2.2. Payment received confirmation or shipment confirmation.
2.3. Specified sales pipeline stage change (e.g., ‘Closed-Won’ status).
2.4. End of billing cycle batch processing for B2B clients.

Platform Variants

3.1. Salesforce
• Object Trigger: On Opportunity "Stage" = Closed-Won
• Action Setup: Configure "Create Invoice" in Salesforce Billing
3.2. SAP S/4HANA
• API: SalesOrder -> InvoiceRequest API
• Sample Config: Use "Invoice Creation" event with company code and sales org data
3.3. QuickBooks Online
• Endpoint: SalesReceipt or Invoice API
• Config Setting: Trigger on ‘Paid’ SalesReceipt creation
3.4. Xero
• Endpoint: Invoices endpoint
• Sample Config: Automation via "SalesOrder Paid" webhook
3.5. Microsoft Dynamics 365
• API: SalesOrderCompletion event
• Setup: Auto-generate invoice in Finance module
3.6. Netsuite
• SuiteScript: AfterSubmit on Sales Order
• Action: Invoke Invoice creation using Suitescript 2.0
3.7. Zoho Books
• API: Salesorder.confirmed web-hook
• Action: Invoice generation via API call
3.8. FreshBooks
• Webhook: Trigger on Payment.completed
• API Action: Invoke Invoice.create endpoint
3.9. Sage Intacct
• Smart Events: SalesOrder to Invoice object
• Config: Setup Object Creation Automation
3.10. Odoo
• Automated Action: Sales Order → Invoice
• Sequence: Trigger automation on “order_done” status
3.11. Oracle Fusion Cloud ERP
• API: Sales Orders -> Invoices REST service
• Config: Order-to-Invoice automated workflow
3.12. Epicor ERP
• Service: OrderHed.Update method
• Trigger: Completed order status
3.13. Infor CloudSuite Industrial
• Event: Order complete
• Action: Invoicing workflow in ION Workflow
3.14. Shopify
• Webhook: order/fulfilled
• Action: Call external invoicing API
3.15. WooCommerce
• Hook: woocommerce_order_status_completed
• Action: Invoicing API Integration
3.16. Magento
• Event Observer: sales_order_invoice_pay
• Action: Auto-invoice on payment confirm
3.17. Stripe
• Event: invoice.payment_succeeded
• Action: Send invoice PDF to customer
3.18. PayPal
• IPN Listener: PAYMENT.SALE.COMPLETED
• API: Generate invoice using PayPal Invoicing API
3.19. HubSpot
• Workflow: Deal Stage 'Closed Won'
• Action: Send data to invoice app
3.20. Monday.com
• Automation: Status change triggers
• Action: Create invoice via connected integration
3.21. Trello (via Power-Ups/Butler)
• Rule: Card moved to "Completed Sales"
• Action: Send details to accounting system for invoicing
3.22. Wave
• Webhook: Sale completed event
• Action: Create invoice using API

Benefits

4.1. Eliminates manual invoicing errors and data re-entry.
4.2. Accelerates payment cycles, improving cash flow.
4.3. Strengthens compliance and reduces audit risk.
4.4. Frees staff for higher-value tasks in finance/admin.
4.5. Simplifies integration with sales, inventory, and account systems.
4.6. Enhances client experience with timely, accurate invoices.