Invoice generation and automatic delivery to clients

Purpose

1.1. Automate the generation of invoices for movie studio clients by extracting data from contracts, project management tools, or timesheets; format standardized compliant PDF invoices.
1.2. Automate the delivery of these invoices via email or client portals to reduce manual administrative overhead, minimize human error, accelerate payment cycles, and maintain consistent communication with clients in the film production industry.
1.3. Enables automated batch creation for multi-project billing, automated reminders, and archiving for financial compliance.

Trigger Conditions

2.1. Project milestone is achieved in the project management system (e.g. film editing completion).
2.2. Timesheet/role log entries are finalized.
2.3. Periodic scheduling (e.g. first of every month for retainer clients).
2.4. Manual approval from finance, triggering the automation.
2.5. Payment event or contract signature confirmation received.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: API → Create Invoice, automate payload with client/project IDs and send via email.
3.2. Xero
• Feature/Setting: Invoices API endpoint for automated invoice issue on trigger.
3.3. Zoho Books
• Feature/Setting: API function Create Invoice, automate item and client lookups, auto-deliver PDF.
3.4. FreshBooks
• Feature/Setting: Use invoice.create endpoint, enabled automated email send.
3.5. Wave
• Feature/Setting: Use GraphQL mutation for invoiceGenerate, attach client record, set “auto-send”.
3.6. Stripe
• Feature/Setting: Invoices API → Create & Send Invoice, automate with invoice.finalize & invoice.send.
3.7. Paypal Invoicing
• Feature/Setting: Post /v2/invoicing/invoices, pre-fill content from project database.
3.8. Bill.com
• Feature/Setting: API → Create and Send Invoice with PDF, automate status change tracking.
3.9. Sage Intacct
• Feature/Setting: API function create_invoice, automate email_receipts, schedule routine runs.
3.10. Microsoft Dynamics 365
• Feature/Setting: Invoice entity automation, connect Project Operations for trigger sync.
3.11. Odoo
• Feature/Setting: Automated Actions with model account.move, send on stage “Ready”.
3.12. SAP Concur Invoice
• Feature/Setting: Create VendorInvoice API, automate PDF output, trigger SAP email dispatch.
3.13. Google Docs + Google Drive + Gmail
• Feature/Setting: Google Apps Script automation, fill doc template, convert to PDF, auto-email via Gmail API.
3.14. DocuSign
• Feature/Setting: eSignature → Templates & envelope automation delivering signed, automated invoice PDFs.
3.15. Salesforce
• Feature/Setting: Process Builder automation on Opportunity “Closed Won”, create and email invoice via integration.
3.16. HubSpot
• Feature/Setting: Workflow automation triggers, connected invoicing app, PDF delivery upon deal closure.
3.17. Square
• Feature/Setting: Orders API and Invoices API, automate links to payment portals.
3.18. Notion + PDF Generator API
• Feature/Setting: Automated extraction from Notion tables, merge to PDF, auto-email via workflow automator.
3.19. Airtable + SendGrid
• Feature/Setting: Airtable automation on record status change, SendGrid API for attachment dispatch.
3.20. Monday.com
• Feature/Setting: Monday automations with Invoice Generator, connected to email via Outlook or Gmail API.

Benefits

4.1. Automates repetitive tasks, freeing finance teams for high-value work.
4.2. Automates document compliance and archiving for film production audits.
4.3. Accelerates invoicing, improving cash flow and reducing Days Sales Outstanding (DSO).
4.4. Reduces human error, standardizes invoice format, and automates delivery tracking.
4.5. Enables automatable reminders and status updates for client transparency.
4.6. Supports multi-system integration for flexible automating between finance, production, and legal platforms.