Invoice generation and delivery to clients

Purpose

1.1. Automate the generation and delivery of invoices to clients for water filtration plant services, ensuring accurate billing, compliance, and timely payments.
1.2. Aim: Automating preparation and digital distribution of invoices post-service delivery, integrating metering data, usage, pricing, and client contract terms.
1.3. Remove manual intervention, reducing errors, duplication, delays, and supporting scalability in corporate utilities finance and billing operations.

Trigger Conditions

2.1. Automated trigger upon completion of service period (monthly, quarterly, or custom date) for clients in water filtration contracts.
2.2. Automation trigger via collection and validation of metering usage data and service log sync from plant systems.
2.3. Manual trigger enabled via finance or operations dashboard interface as exception handling.

Platform Variants

3.1. Salesforce
• Feature/Setting: Automate invoice creation using Process Builder (object: "Invoice", action: "send email" or "create PDF invoice").

3.2. QuickBooks Online
• Feature/Setting: Automated invoice generation via API (POST /v3/company/{companyId}/invoice), email delivery on creation.

3.3. Xero
• Feature/Setting: Automate using "Invoices API" (POST /api.xro/2.0/Invoices), and "Email Invoice" endpoint ("POST /api.xro/2.0/Invoices/{InvoiceID}/Email").

3.4. SAP S/4HANA
• Feature/Setting: Automate via "Billing Document Request API" (API_BILLINGDOCUMENTREQUEST_SRV), delivery via "Output Management Service".

3.5. Oracle NetSuite
• Feature/Setting: Invoice Automator via SuiteScript (nlapiCreateRecord('invoice')), automated delivery with SuiteFlow.

3.6. Zoho Books
• Feature/Setting: Automation using "Create Invoice" API, auto-email toggle setting in workflow.

3.7. FreshBooks
• Feature/Setting: Invoice API automation (POST /invoices), automated email enabled in recurring profiles.

3.8. Microsoft Dynamics 365 Finance
• Feature/Setting: Power Automate workflow with Invoice entity triggers; automatic PDF and email output actions.

3.9. Odoo
• Feature/Setting: Automated invoicing module, "Scheduled Actions" for automated invoice generation and "Send by Email" action.

3.10. Intuit QuickBooks Desktop
• Feature/Setting: Automated invoice generation via QuickBooks Web Connector and IIF import/export.

3.11. Wave
• Feature/Setting: Recurring invoice automation, auto-send settings in invoice scheduling.

3.12. Bill.com
• Feature/Setting: Automated invoice send workflow and Bill.com API integration for invoice creation events.

3.13. Stripe
• Feature/Setting: Invoicing API (POST /v1/invoices), automated email sending on finalized invoice event.

3.14. PayPal Invoicing
• Feature/Setting: REST Invoicing API /v2/invoicing/invoices endpoint, auto-send with "send_to_inbox" parameter.

3.15. Sage Business Cloud Accounting
• Feature/Setting: API endpoint POST /v3.1/sales_invoices, email delivery with automation toggle in workflow settings.

3.16. Invoicely
• Feature/Setting: Automatic invoice generation and delivery via automation rules in account settings.

3.17. SAP Business One
• Feature/Setting: DI API for automated AR invoice creation; configure scheduled email delivery via alerts.

3.18. Procore (for construction/industrial filtration)
• Feature/Setting: Invoice Manager automation with workflow rules for recurrent invoice schedules and email delivery.

3.19. Trello with third-party connectors
• Feature/Setting: Card automation triggers, email actions via Power-Ups, used for lightweight automated workflows.

3.20. Google Apps Script with Google Sheets & Gmail
• Feature/Setting: On row update/append automated invoice template generation, automated email PDF as attachment with script.

Benefits

4.1. Automate end-to-end billing processes, reducing operational costs and human errors in water filtration finance.
4.2. Automator workflows increase accuracy, speed, and compliance in invoice creation and auditable delivery logs.
4.3. Automatedly improves cash flow with immediate, trackable, and automated reminders and follow-ups.
4.4. Automating integration with backend metering and service data ensures dynamic, real-time billing and scalability.
4.5. Supports digital transformation goals, increases client satisfaction, and enables automatable best practices for finance teams in water utilities.