Automated generation and delivery of invoices

Detailed Purpose

1.1 Automate the creation, population, and timely delivery of sales invoices for aircraft transactions, brokerage fees, and associated services in aviation sales operations.
1.2 Sync transaction data from CRM or ERP, validate client records, and auto-generate PDF or digital invoices compliant with aviation industry standards.
1.3 Distribute invoices securely to clients and internal teams, ensure financial records are instantly updated, and enable automated reminders for outstanding payments.
1.4 Integrate with payment gateways to reconcile receivables, export data for accounting, and provide real-time status notifications to stakeholders.

Trigger Conditions

2.1 New deal closed or signed agreement logged in CRM.
2.2 Scheduled billing date for ongoing brokerage retainers or service contracts.
2.3 Manual trigger by finance staff for ad hoc charges.
2.4 Payment milestone reached or completion of aircraft delivery.
2.5 Change in customer data or completed compliance checks.

Platform Variants

3.1 Salesforce
• Feature/Setting: Configure Process Builder to trigger invoice generation upon deal closure; use Invoice Generation API.
• Example: On Opportunity marked “Closed-Won”, invoke invoice API with Opportunity ID.

3.2 QuickBooks Online
• Feature/Setting: Use the “Create Invoice” endpoint in QuickBooks API; map account/customer IDs.
• Example: Trigger API call upon new sales record, auto-fill items and amounts.

3.3 Xero
• Feature/Setting: Configure webhook for new sales orders, use “Invoices API” to auto-generate draft invoices.
• Example: Fetch sales data, push invoice via Invoices endpoint.

3.4 SAP Business One
• Feature/Setting: Implement Service Layer API—“Add A/R Invoice” method; bind sales dock to script execution.
• Example: Script auto-fills fields and posts to accounting on deal finalization.

3.5 Zoho Books
• Feature/Setting: Use workflow rule for “Sales Order Confirmed” with “Create Invoice” API; auto-send by email.
• Example: Auto-map client, product, and terms details.

3.6 Microsoft Dynamics 365
• Feature/Setting: Use Power Automate flow; trigger on Opportunity status change to “Won”, invoke invoicing action.
• Example: Fill Dynamics Invoice entity and send via configured email.

3.7 NetSuite
• Feature/Setting: Enable SuiteFlow workflow for “Sales Order Fulfilled” event, trigger “Invoice Creation” API.
• Example: Auto-populate invoice and send via SuiteScript email logic.

3.8 FreshBooks
• Feature/Setting: Webhook for “Project Completed”, call “Create Invoice” API.
• Example: Insert client details, amounts, auto-email invoice.

3.9 Sage Intacct
• Feature/Setting: Use Smart Event to trigger “AR Invoice” object creation on contract milestone.
• Example: Map fields via Intacct API.

3.10 MYOB
• Feature/Setting: API call for “Sales Invoice – Service” on deal push.
• Example: Automatically send PDF via email field.

3.11 HubSpot
• Feature/Setting: Use deal workflow to send “Create Invoice” request to integrated accounting system.
• Example: On deal close, match contact & send API payload.

3.12 Stripe
• Feature/Setting: Use “Invoices API” for one-off or recurring billing; set metadata for client/project.
• Example: Push client info, description, auto-send invoice link.

3.13 PayPal
• Feature/Setting: “Invoicing API”; create and deliver PDF or email invoice.
• Example: Sends out invoice following webhook event.

3.14 Google Workspace (Docs/Sheets & Gmail)
• Feature/Setting: Auto-generate Google Doc templates via Apps Script, email PDF via Gmail API.
• Example: Fetch deal data, merge fields, auto-email client.

3.15 DocuSign
• Feature/Setting: Use template with placeholder fields; workflow to populate and route for e-signature and delivery.
• Example: Invoice PDF sign-off and auto-dispatch.

3.16 Odoo
• Feature/Setting: Automated Action on Sales Order; create Invoice record and email PDF to client.
• Example: Use Python script trigger to prefill invoice.

3.17 SAP Concur
• Feature/Setting: Automated invoice extraction/API for payable management.
• Example: Auto-import transaction record and validate before delivery.

3.18 Square
• Feature/Setting: “Invoices API”; set to auto-generate and send upon order finalized trigger.
• Example: Attach aircraft sale summary, auto-email.

3.19 Wave
• Feature/Setting: Use Connected Apps or Zapier to run “Create Invoice” process on new payment due event.
• Example: Syncs with CRM deal data for invoicing.

3.20 Intuit
• Feature/Setting: “Invoice API” for custom integration with backend sales systems.
• Example: Pulls sales record, auto-emails invoice.

3.21 Monday.com
• Feature/Setting: Automations to create invoice record using integration with accounting platform.
• Example: On status update, push data to invoicing app via API.

3.22 AirSlate
• Feature/Setting: Configure workflow for invoice document generation and secure delivery to client inbox.
• Example: Map custom aircraft sales fields.

Benefits

4.1 Reduces manual errors and streamlines aviation deal-to-cash cycles.
4.2 Enhances customer experience through prompt, accurate billing.
4.3 Ensures compliance and traceability with audit-ready digital records.
4.4 Automates follow-ups, speeding up accounts receivable, and improving cash flow.
4.5 Frees human resources for higher-value activities in corporate aviation sales.