Automated invoice generation and delivery

Purpose

1.1. Automatically create and send invoices upon specific dealership events (e.g., vehicle sale, service completion, parts order) to reduce manual workload.
1.2. Ensure prompt, accurate financial records and billing for Alfa Romeo vehicles by integrating dealership POS, DMS, and accounting platforms.
1.3. Centralize invoice archiving, retrieval, and tracking for regulatory compliance and operational transparency.
1.4. Streamline notifications to internal teams and customers about invoice issuance or payment due.

Trigger Conditions

2.1. Vehicle sale completion in dealership management software (DMS).
2.2. Service order closure in service management tools.
2.3. Receipt of new parts inventory order from supplier platform.
2.4. Customer payment confirmation or deposit receipt update.
2.5. Scheduled monthly/quarterly recurring billing (fleet services, financing, etc.).

Platform Variants

3.1. Salesforce
• Feature/Setting: Configure "Opportunity Closed/Won" trigger, connect Apex workflow to generate invoice and dispatch via Salesforce Billing API.
3.2. QuickBooks Online
• Feature/Setting: Use the "Create Invoice" endpoint (API: POST /v3/company/{companyId}/invoice) on finalized deals; enable auto-email to customer.
3.3. SAP Business One
• Feature/Setting: Set up event-based Invoice Generation (B1if integration), send via SAP B1 Mailer.
3.4. NetSuite
• Feature/Setting: Utilize SuiteScript to trigger invoice creation on "Sales Order" approval and automate email via SuiteFlow.
3.5. Microsoft Dynamics 365
• Feature/Setting: Power Automate: On "Order Status: Closed," call "Create Invoice" action; configure Outlook/SMTP for delivery.
3.6. Zoho Books
• Feature/Setting: Webhook on "New Sales Order;" auto-generate invoice via Zoho API (POST /invoices), auto-send.
3.7. Xero
• Feature/Setting: If "Approved Quote," use API (POST /Invoices); configure send options via "Email Invoice."
3.8. DocuSign
• Feature/Setting: Envelope creation API to attach digital invoices for e-sign, distribute to recipient list.
3.9. BambooHR
• Feature/Setting: Triggered webhook upon "End of Contract" (for fleet/company cars), integrate with billing endpoint.
3.10. Twilio SendGrid
• Feature/Setting: Use API (/mail/send) for PDF invoice attachment and delivery to customer email upon event trigger.
3.11. Stripe
• Feature/Setting: When payment received, call "Create Invoice" and "Send Invoice" APIs; enable webhooks for event monitoring.
3.12. FreshBooks
• Feature/Setting: Automate invoice creation using "Create Invoice" API endpoint, mail out as new deal closes.
3.13. Odoo ERP
• Feature/Setting: Use Odoo Automation rules for "Sales Validation" to create/send invoices via Email Template.
3.14. HubSpot
• Feature/Setting: Workflow automates upon "Deal Stage: Closed Won;" fire external app action to generate invoice, send using CRM email.
3.15. Google Workspace (Gmail)
• Feature/Setting: On new PDF file in Drive (invoice), auto-email using Gmail API ("users.messages.send").
3.16. Slack
• Feature/Setting: Post invoice delivery notification to finance or customer service Slack channel via "chat.postMessage" API.
3.17. Zapier
• Feature/Setting: Multi-step zap: Detect new sales order, generate invoice via partner service, deliver via email or SMS.
3.18. Make (formerly Integromat)
• Feature/Setting: Automated scenarios triggered by ERP/DMS event to create invoice, email via SMTP.
3.19. Sage Intacct
• Feature/Setting: API-driven invoice creation upon new shipment/delivery; use email dispatch settings for auto-sending.
3.20. Oracle Fusion Cloud
• Feature/Setting: Process Automation trigger on "Order Complete," configure AR Invoice creation and delivery workflow.
3.21. Dropbox Sign
• Feature/Setting: New invoice files trigger signature request API; distribute finalized invoice to customer.
3.22. Monday.com
• Feature/Setting: Board automation for new "Deal: Closed;" integrate with external invoicing tool via board webhook or API.

Benefits

4.1. Eliminates human error in billing, ensures timely financial documentation.
4.2. Speeds up payment cycles and improves cash flow for Alfa Romeo dealership.
4.3. Improves compliance trail and eases audit readiness for automotive retail.
4.4. Reduces administrative workload and shrinks invoice delivery time to seconds.
4.5. Enables scalable invoicing across one or multiple dealership locations with system-wide consistency.