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Invoice creation and dispatch

Purpose

1.1. Fully automate the creation and dispatch of invoices for donations, event fees, facility rentals, or zakat collection, streamlining mosque financial operations.
1.2. Automator captures user transactions, generates templated or custom invoices, sends them directly to donor or member via selected channels, and tracks delivery and status.
1.3. Supports compliance with religious and legal standards while reducing manual effort and error.

Trigger Conditions

2.1. New donation, rental reservation, or zakat pledge submitted via mosque website, app, or onsite terminal.
2.2. Scheduled monthly or periodic request for recurring donations or facility payments.
2.3. Manual entry or batch upload of payment intents into mosque management system.
2.4. Triggered by payment completion notification or failed payment alert from bank or payment gateway.

Platform Variants

3.1. QuickBooks Online
• Feature: Invoice API; configure bill-to, amount, due date, email dispatch.
3.2. Xero
• Feature: Invoices endpoint; automate invoice creation and dispatch with email integration.
3.3. FreshBooks
• Feature: automated Invoices API and Scheduling; set to send by email upon creation.
3.4. Zoho Books
• Feature: Contacts & Invoice API; automates entry and dispatch with auto-reminder.
3.5. Sage Business Cloud
• Feature: Invoice module/API for real-time automated invoice sending.
3.6. Wave
• Feature: Invoice API triggers creation and automated email delivery for incoming payments.
3.7. Microsoft Dynamics 365 Finance
• Feature: Sales Invoice entity; automates batch invoice processing and delivery.
3.8. SAP Business One
• Feature: Service Layer Invoices; triggers automated email dispatch upon event.
3.9. Odoo
• Feature: Accounting > Customer Invoices: set up automated template dispatch logic.
3.10. Stripe
• Feature: Invoice API; trigger invoice creation and automated email send upon payment event.
3.11. PayPal Invoicing
• Feature: REST Invoicing API; automates invoice creation and push to payer.
3.12. Square Invoices
• Feature: Invoices API; constitute details, automate email send to recipient.
3.13. Salesforce
• Feature: Integration with FinancialForce or custom Invoice objects, automated via workflow rules.
3.14. HubSpot
• Feature: Invoice workflows in CRM extensions; schedule/automate invoice emails.
3.15. Mailgun
• Feature: Automated email with attached invoice PDF via Send API.
3.16. SendGrid
• Feature: Email API; automated dispatch of templated or attached invoices.
3.17. Twilio SendGrid
• Feature: Transactional Email API to send out invoice notifications.
3.18. Gmail API
• Feature: Automated email send of invoices using Compose/send endpoint.
3.19. DocuSign
• Feature: Template & Send Envelope API for legally binding dispatch of invoice with signature.
3.20. Google Drive
• Feature: Automates storing invoice PDF and providing share link for dispatch.
3.21. Dropbox
• Feature: Save invoices to shared folder, automate link generation for delivery.

Benefits

4.1. Full automation reduces administrative error and ensures timely invoice dispatch.
4.2. Automating compliance by tagging invoices for zakat, sadaqah, or rental.
4.3. Ensures audit readiness with automated, timestamped invoice trail.
4.4. Automator manages status tracking and payment reminders, maximizing collections.
4.5. Enhances donor/member satisfaction by providing automated, professional, and consistent communication.
4.6. Reduces paperwork, enables scalability, and supports multi-channel automated invoice dispatch.
4.7. Integrated reporting and analytics, powered by automation, reveal actionable insights for mosque leadership.

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