Automated invoice creation and sending after order fulfillment

Purpose

 1.1. Automatically generate and send invoices immediately after each confirmed order fulfillment, reducing manual intervention.
 1.2. Ensure consistent, accurate documentation for sales and accounting compliance in the agricultural machinery manufacturing sector.
 1.3. Enable seamless integration with ERP, CRM, and accounting platforms to maintain real-time financial records and faster billing cycles.
 1.4. Support email and electronic invoicing with regulatory data (VAT, GST, machine serial/parts, delivery notes) as required per customer contract.
 1.5. Enhance cash flow predictability and reduce disputes through transparent, automated delivery of invoices and supporting details.

Trigger Conditions

 2.1. Status change to “fulfilled” in order management or ERP system.
 2.2. Confirmation of item shipment or delivery scan.
 2.3. Customer digital signature or delivery receipt upload.
 2.4. Scheduled batch invoice runs at defined intervals post-fulfillment.
 2.5. API webhook trigger from shipping/warehouse management systems.

Platform Variants (with exact functions, APIs, and sample configuration points)

 3.1. SAP ERP
  • Function: Post-Goods Issue Event; Configure IDOC_OUTPUT_INVOIC2 for automatic invoice creation.
 3.2. Oracle NetSuite
  • SuiteScript API: afterSubmit(userEventType.CREATE); leverage “Invoice Sales Order” workflow.
 3.3. Microsoft Dynamics 365
  • Feature: Power Automate – Trigger on ‘Order fulfilled’; Action: Create record in Accounts Receivable > Invoices.
 3.4. Salesforce
  • Apex Trigger: on Order object, status 'Fulfilled'; Action: Create custom invoice record and send via Salesforce Billing.
 3.5. QuickBooks Online
  • API Endpoint: POST /v3/company/{companyId}/invoice; configure trigger from “SalesReceipt” or “Fulfillment” event.
 3.6. Zoho Books
  • Webhook: Create Invoice upon “Order Fulfilled”; configure with POST /invoices and email-invoice flag.
 3.7. Xero
  • API: PATCH /salesorders to monitor completion, POST /invoices for invoice issue.
 3.8. FreshBooks
  • Webhook: On “Project Task Complete” or “Order Delivery” trigger, POST /invoices endpoint.
 3.9. Odoo
  • Automated Action: On Shipment Done, Python code action to create and email invoice via mail.template.
 3.10. SAGE Intacct
  • Smart Events: Trigger on AR Invoice Generation, configure email delivery through Smart Rules.
 3.11. Intuit Mailchimp Transactional
  • Action: send-invoice email using templated transactional email API on “order_fulfilled” trigger from store.
 3.12. DocuSign
  • API: CreateEnvelope for invoice document, send to recipient when signed delivery receipt is received.
 3.13. PandaDoc
  • API: Create Document and Send Document endpoints, trigger after order status “Delivered” in ERP.
 3.14. Dropbox Sign (HelloSign)
  • Endpoint: Send Signature Request with PDF invoice upon asset delivery event in business app.
 3.15. Stripe
  • API: create invoice object upon fulfillment webhook; email to customer using email_invoice parameter.
 3.16. Shopify
  • Flow App: Automatic invoice creation and dispatch post “FulfillmentEvent” webhook from admin/orders/fulfillments.
 3.17. WooCommerce
  • Hook: woocommerce_order_status_completed; send invoice using WooCommerce PDF Invoices plugin endpoint.
 3.18. Magento
  • Event: sales_order_shipment_save_after; create invoice entity and email using Mage_Sales/api.
 3.19. PayPal
  • REST API: POST /v2/invoicing/invoices after shipping webhook triggers, auto-send to payer's email.
 3.20. SendGrid
  • API: send templated email with invoice attached, trigger on webhook or API call from ERP.
 3.21. Google Workspace
  • App Script: Trigger on row entry “Delivered” in Google Sheet; use GmailApp.sendEmail() with invoice PDF.
 3.22. Smartsheet
  • Automation: On “Order Fulfilled” row update, webhook triggers invoice creation via integrated DocuSign or email API.
 3.23. Monday.com
  • Automation Recipe: When fulfillment marked done, notify via email and attach invoice using Files/Docs column API.
 3.24. HubSpot
  • Workflow: On deal stage “Delivered”, create invoice using accounting app integration and email to contact.

Benefits

 4.1. Reduces manual processing time and risk of human error in invoice creation/sending.
 4.2. Improves accounts receivable accuracy and compliance with regulatory documentation.
 4.3. Accelerates cash flow by shortening time from delivery to invoice receipt.
 4.4. Frees finance staff for strategic work by minimizing repetitive billing tasks.
 4.5. Enhances customer experience with timely, professional invoices and supporting delivery documents.