Automatic invoice generation upon project completion

Purpose

1.1. Enable instant, error-free creation and delivery of invoices the moment a commercial photography project is marked as completed, reducing manual effort, ensuring fast payment cycles, improving cashflow forecasting, minimizing oversight, and maintaining orderly back-office financial operations specifically tailored to the advertising photography sector across agencies, freelancers, and studios.

Trigger Conditions

2.1. Project status in management system changes to “Completed.”
2.2. Final milestone reached or deliverables uploaded/approved.
2.3. Client review marked as finished.
2.4. Designated team member confirms shoot delivery completion.
2.5. Final photo edits uploaded to shared client drive.

Platform Variants

3.1. QuickBooks Online
• API: Invoice.create — Generate new invoice with customer ID and project reference upon trigger.
3.2. Xero
• API: POST /invoices — Send project data for automatic invoice creation after completion flag.
3.3. FreshBooks
• Endpoint: create_invoice — Auto-generate and email invoice when shoot status is delivered.
3.4. Zoho Books
• API: Invoices — Trigger invoice creation linked to client and project code after final review.
3.5. Sage Business Cloud
• REST: POST /sales_invoices — Build invoice on completion detected from system webhook.
3.6. Wave
• Endpoint: POST /invoices — Map finished project details to invoice creation event.
3.7. Stripe Invoicing
• API: Invoice.create — Construct invoice object when shoot task marked as done.
3.8. HoneyBook
• Hook/Flow: Booked projects > Add Invoice — Generate invoice as soon as project closes.
3.9. Dubsado
• Workflow: Project completed > Create Invoice — Auto-generate invoice and send by email.
3.10. Intuit Invoice with Mail
• Feature: Automatic Invoicing— Configure trigger on project “Job Done” flag for instant invoice.
3.11. Square Invoices
• API: POST /v2/invoices — Create invoice draft, map project ID to customer on project close.
3.12. PayPal Invoicing
• API: v2/invoicing/invoices — Generate invoice, auto-populate with project metadata.
3.13. Microsoft Dynamics 365
• Feature: Workflow automation for sales invoices; fire on project entity status update.
3.14. Salesforce
• Apex or Flow Builder: Upon custom object status = “Complete”, trigger invoice object creation.
3.15. Odoo
• Method: account.invoice.create — Launch from studio Kanban transition to ‘Complete’.
3.16. Zoho CRM
• Workflow Rule + Function: On Deal Stage “Delivered”, call books API to invoice client.
3.17. NetSuite
• SuiteScript: Project completion triggers invoice creation and dispatch to client record.
3.18. Scoro
• Automation: On Project finished, auto-create and send invoice using Scoro billing.
3.19. Trello Integration (via API)
• Webhook: Card moved to ‘Done’, send data to accounting API endpoint for new invoice.
3.20. Monday.com
• Automation: Item status to “Complete” kicks off integration to invoice service of choice.

Benefits

4.1. Zero manual invoice prep — increases staff efficiency.
4.2. Clients billed instantly on project delivery, accelerating payments.
4.3. Eliminates overlooked or late invoices, ensuring all revenue is tracked.
4.4. Accurate, standardized invoices ensure compliance and professionalism.
4.5. Seamless record-keeping links each invoice to project data for easier audits and reporting.