Automated invoice generation and sending to customers

Purpose

1.1. Eliminate manual invoicing by triggering automated invoice creation after order processing, ensuring accuracy and compliance with wholesale/industrial supply standards.
1.2. Send digital invoices directly to customers using their preferred communication channel (email, SMS, customer portal, or accounting sync).
1.3. Facilitate faster cash flow, real-time payment tracking, and systematic archiving for audits and reporting.

Trigger Conditions

2.1. Successful sales order completion in ERP or e-commerce platforms.
2.2. Payment confirmation or delivery status update recorded.
2.3. Scheduled batch invoicing for regular clients or periodic supply contracts.
2.4. Manual override or one-click initiation in the CRM or order management system.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: "Create Invoice" API — map order info to customer, item, and tax fields via REST endpoint.
3.2. Xero
• Feature/Setting: "Invoices.create" — configure invoice data object and attach to contact in workflow.
3.3. SAP Business One
• Feature/Setting: DI API "AddInvoices" — input OINV structure and trigger upon sales order closure.
3.4. Microsoft Dynamics 365 Finance
• Feature/Setting: "SalesInvoice" Data Entity — POST invoice details after sales order fulfillment.
3.5. Oracle NetSuite
• Feature/Setting: REST API "Invoice" record — push transaction lines; auto-generate PDF.
3.6. Zoho Books
• Feature/Setting: "Invoices API" — POST order data to /invoices; set delivery via email param.
3.7. FreshBooks
• Feature/Setting: "Create Invoice" endpoint — initialize fields, set client email for dispatch.
3.8. Sage Intacct
• Feature/Setting: "create_invoice" SOAP — trigger on order completion; map item, customer, and payment fields.
3.9. Wave
• Feature/Setting: "Invoice Creation" via API — configure invoice and send to customer email via trigger.
3.10. Stripe
• Feature/Setting: "Invoice.create" — auto-populate customer, line_items, and payment terms after transaction event.
3.11. PayPal Invoicing
• Feature/Setting: "Create and Send Invoice" via REST — setup including recipient email in the payload.
3.12. Square
• Feature/Setting: "Invoices API" POST — pass in customer, items, and delivery method trigger.
3.13. Odoo
• Feature/Setting: "account.move" model create — push order data for invoice auto-generation.
3.14. SAP S/4HANA
• Feature/Setting: "API_SALES_INVOICE_SRV" — configure POST to create and dispatch invoice.
3.15. Shopify
• Feature/Setting: "Order Create/Update" webhook — connect with invoice app, auto-send invoice.
3.16. WooCommerce
• Feature/Setting: "Order Completed" hook — trigger PDF Invoice API plugin to generate and email invoice.
3.17. Magento
• Feature/Setting: "SalesOrderInvoice Management" API — invoke after ship/complete status, attach invoice dispatch.
3.18. Gmail
• Feature/Setting: Use "Send Email" API — attach generated invoice file, set recipient from order details.
3.19. Outlook 365
• Feature/Setting: "Send Mail" Graph API — automate sending of attached invoice PDFs based on event trigger.
3.20. SendGrid
• Feature/Setting: "Mail Send" API — email invoice PDFs; template merge fields with customer/order info.
3.21. Twilio
• Feature/Setting: "Messages API" — SMS notification with invoice link upon generation.
3.22. Slack
• Feature/Setting: Incoming Webhook — notify sales/admin when invoice is sent or viewed.
3.23. Dropbox/Google Drive
• Feature/Setting: "Upload File" API — auto-archive invoice PDF after dispatch for records management.

Benefits

4.1. Reduces invoice processing time, minimizes human errors, and ensures consistency in customer billing.
4.2. Accelerates payment cycles with instant delivery, automates batch workflows, and improves compliance.
4.3. Enhances customer experience via prompt communication and reliable documentation.
4.4. Centralizes audit trail and archiving, simplifying reconciliation, reporting, and retrieval processes.