Invoice creation and scheduled dispatch to clients

Purpose

1.1. Automate invoice creation and automatedly schedule dispatch for clients receiving classic car restoration services.
1.2. Automatically generates financial documents upon service completion, reduces manual entry, and ensures on-time client communication.
1.3. Automates recurring or one-off billing, customization based on service type, parts, and labor with seamless automated payment integration.

Trigger Conditions

2.1. Job status marked as completed in workshop management software.
2.2. Updated parts inventory or labor log triggers billing event.
2.3. Scheduled billing cycle or calendar date reached.
2.4. Client's milestone payment completed or deposit logged.
2.5. Manual approval or automated rule triggers invoice generation.

Platform Variants

3.1. QuickBooks Online
• Feature/API: Automated Invoice; configure event-driven workflow via QuickBooks API’s `createInvoice` endpoint.

3.2. Xero
• Feature/API: Automated Invoice; use Xero API’s `POST Invoices` for creating, sending, and scheduling invoices.

3.3. Zoho Books
• Feature/API: Invoices Automation; use Zoho Books `Create Invoice` API, set up scheduled automation workflow.

3.4. FreshBooks
• Feature/API: Automate Invoice Creation; configure via FreshBooks API `invoices.create` function, enable auto-send.

3.5. Sage Business Cloud
• Feature/API: Automated Invoicing; use Sage's `Sales_Invoice` POST endpoint to automate creation and email delivery.

3.6. Wave
• Feature/API: Automated Invoicing; leverage Wave’s API `POST /invoices` to automate and schedule sends.

3.7. Stripe
• Feature/API: Recurring Invoice Automation; configure `Invoice.create` and `schedule.send_invoice` functionality.

3.8. PayPal
• Feature/API: Invoicing API; use `POST /v2/invoicing/invoices` for automated invoice creation and dispatch.

3.9. Square
• Feature/API: Automated Invoicing; utilize Square Invoices API’s `CreateInvoice` endpoint, set `scheduled_at`.

3.10. Microsoft Dynamics 365
• Feature/API: Sales Automation; configure Dynamics 365’s `CreateInvoice` API for workflow automations.

3.11. Odoo
• Feature/API: Automated Invoicing; use Odoo’s `account.invoice` create method in automated workflows.

3.12. SAP Business One
• Feature/API: Invoice Automation; utilize DIAPI `Invoice.Add()` for programmed document creation and emailing.

3.13. Netsuite
• Feature/API: Scheduled Invoice Automation; use SuiteScript `invoice.create` and SuiteFlow for scheduling.

3.14. Bill.com
• Feature/API: Automated Invoice; configure `Invoices API` to auto-create and auto-send documents.

3.15. Invoiceninja
• Feature/API: Invoice Automation; use REST `Invoices` endpoint with `auto_send_date` property.

3.16. ServiceM8
• Feature/API: Automate Invoices; use `JobInvoice.create` API on job completion event.

3.17. Salesforce (with Financial Cloud)
• Feature/API: Automated Billing; configure Invoice via Process Builder `Create Record` trigger.

3.18. MYOB
• Feature/API: Invoice API; automate with `POST /invoice` and scheduled batch jobs.

3.19. SAGE Intacct
• Feature/API: Automated Invoice Generation; leverage `ARINVOICE` object and auto-email action.

3.20. Google Workspace (Docs + Gmail + Apps Script)
• Feature/API: Apps Script Automation; generate invoice in Docs, schedule Gmail send with Apps Script triggers.

Benefits

4.1. Automates repetitive finance tasks, reducing manual errors in restoration service billing.
4.2. Automatedly ensures clients receive timely, branded, and accurate invoices.
4.3. Automating financial documentation streamlines compliance and audit-trail tracking.
4.4. Frees staff for higher-value duties and automates follow-up for unpaid invoices.
4.5. Facilitates automated payment reminders, boosting cash flow reliability.