Automatic invoice generation and emailing

Purpose

1.1 Enable seamless, accurate, and timely generation of invoices when wholesale orders for carbonated drinks are finalized, reducing manual effort and ensuring immediate document delivery.
1.2 Integrate real-time order completion data with finance systems to produce standardized invoices.
1.3 Automatically email invoices to clients, ensuring prompt communication and aiding in faster payment cycles.
1.4 Maintain electronic invoice records for compliance, auditing, and easy retrieval.
1.5 Support multi-currency, tax, and regional compliance within issued invoices tailored for the beverage wholesale sector.

Trigger Conditions

2.1 Wholesale order status updates to "Completed" or "Ready to Invoice" in ERP or sales software.
2.2 New sales order logged via CRM or order management platform.
2.3 Batch invoicing related to scheduled end-of-day/week/month processing events.
2.4 Manual trigger by finance team for selective orders needing reissuance.
2.5 Payment status transition, e.g., prepayment received triggers invoice generation.

Platform Variants

3.1 SAP Business One
• API: B1WS SalesOrder Service — Event linked to SalesOrder status change; invoice generation; email via Document Generation API.
3.2 QuickBooks Online
• API: Create Invoice endpoint — Map order data; trigger via Webhooks; send invoice via EmailInvoice endpoint.
3.3 Xero
• API: POST /invoices — Automate invoice drafting and emailing with Email parameter set to "true".
3.4 Zoho Books
• API: /invoices POST — Use automations to pull new sales orders, generate invoices, and trigger Email Invoice endpoint.
3.5 Microsoft Dynamics 365 Business Central
• API: salesOrders/onStatusChanged — Automate invoice creation; trigger SendEmail method.
3.6 FreshBooks
• API: Create Invoice endpoint — Monitor completed orders and email generated invoices via SendByEmail API.
3.7 Oracle NetSuite
• SuiteScript: User Event Script on Sales Order — Invoke invoice creation and use email.send function.
3.8 Intuit Mailchimp Transactional
• API: messages/send — Configure HTML invoice template; send on order completion.
3.9 Google Workspace (Gmail, Sheets)
• Apps Script: Trigger on Google Sheets row addition; generate PDF invoice and email via GmailApp.sendEmail.
3.10 Salesforce
• Process Builder + Apex — On Opportunity or Order Closed-Won, invoke Apex class to generate invoice and email via SalesforceMail API.
3.11 HubSpot
• Workflow Automation + Custom Code Action — On Deal stage change, trigger invoice creation and send via connected email provider.
3.12 Stripe
• API: Create Invoice endpoint — Attach to successful payment intent; set delivery_method to "email".
3.13 PayPal
• Invoicing API: /v2/invoicing/invoices — Generate and send invoice on completed order.
3.14 SendGrid
• API: /mail/send — Attach generated invoice PDF and dispatch to customer upon trigger.
3.15 AWS Lambda
• Event-driven execution — Script to create invoice (via connected finance API) and trigger SES for email.
3.16 Slack
• Workflow Builder + Email App — Notify team and send invoice via built-in email integration.
3.17 Monday.com
• Automations + Integrations — Status update triggers connected invoice generator and email sends.
3.18 Odoo
• Model event trigger — Automated invoice workflow tied to Sales Order; email via mail.mail API.
3.19 Wave Accounting
• API: /v1/invoices POST — Watch for new sale and trigger invoice emailing.
3.20 Pabbly Connect
• Workflow: New Order trigger — Connect order source, automate invoice creation, and emailing using inbuilt modules or API.

Benefits

4.1 Eliminates manual invoicing errors and delays, especially for high-volume wholesale.
4.2 Ensures regulatory compliance and audit trail for finance operations in the beverage sector.
4.3 Accelerates cash flow by reducing invoice delivery lag.
4.4 Provides real-time invoice status visibility to finance teams and sales teams.
4.5 Scales easily—handles surges in order volume and adapts to regional invoicing standards.