Purpose
1.2. Prepare invoices reflecting varied tax structures, services availed, guest details, and location-based legal requirements.
1.3. Distribute invoices digitally or integrate with POS/payment gateways for seamless customer experience and recordkeeping.
Trigger Conditions
2.2. Service completion (e.g., end of farm-stay, animal therapy session).
2.3. Payment submitted via online or on-site gateway.
2.4. Scheduled billing (e.g., recurring guest programs, monthly animal sponsorship).
2.5. Manual staff entry for one-off or on-demand invoicing.
Platform Variants
• API: Create Invoice — POST /api.xro/2.0/Invoices with contact, line items, due date, and tracking categories.
3.2. QuickBooks Online
• API: Create Invoice — POST /v3/company/:companyId/invoice, configure CustomerRef, Line, TxnDate.
3.3. FreshBooks
• API: Create Invoice — POST /accounting/account/:account_id/invoices/invoices, configure client_id, items, due_date.
3.4. Zoho Books
• API: Invoices API — POST /invoices, set customer_id, line_items, payment_terms, send option.
3.5. Wave Accounting
• API: Create Invoice — POST /businesses/:business_id/invoices, set customerId, items, dueDate.
3.6. Stripe
• API: Invoice Create — POST /v1/invoices, configure customer, description, auto_advance.
3.7. PayPal Invoicing
• API: POST /v2/invoicing/invoices, configure merchant_info, billing_info, items, terms.
3.8. Square
• API: Create Invoice — POST /v2/invoices, configure order_id, customer_id, delivery_method.
3.9. Sage Business Cloud
• API: Create Sales Invoice — POST /sales_invoices, set customer_id, invoice_lines.
3.10. Bill.com
• API: Create Invoice — API endpoint bills, set vendorId, amount, invoiceNumber.
3.11. Odoo
• Function: account.move.create, pass partner_id, invoice_line_ids, type=‘out_invoice’.
3.12. SAP Business One
• Service Layer: POST /Invoices, set CardCode, DocDate, DocumentLines.
3.13. Netsuite
• API: POST /record/v1/invoice, set customer, item, amount, location.
3.14. Microsoft Dynamics 365
• API: POST /invoices, set customerId, invoiceLines, dueDate.
3.15. MYOB
• API: POST /sale/invoiceItem, set customer, items, date.
3.16. Invoicely
• API: POST /invoices, set client_id, items, currency, send_email=true.
3.17. SendGrid
• Feature: Email API — Send invoice PDF to customer via POST /mail/send, attach document.
3.18. Mailgun
• Feature: Send Email — POST /messages, attach generated invoice file, set recipient.
3.19. Dropbox Sign (HelloSign)
• API: Send invoice for signature — POST /signature_request/send, attach invoice document.
3.20. DocuSign
• API: Create Envelope — POST /envelopes, attach invoice, set recipient, send for e-signature.
3.21. Slack
• API: chat.postMessage — notify staff when invoice generated, set channel, text, attachments.
3.22. Google Sheets
• API: Append to Sheet — log invoice data after generation, set row values, spreadsheetId, range.
3.23. Salesforce
• API: Create Invoice — sObject API, set AccountId, Amount, Status, DueDate.
3.24. HubSpot
• API: Create Engagement — log invoice event, set contactId, note with invoice details.
Benefits
4.2. Reduces manual staff hours and eliminates typographical errors on invoices.
4.3. Improves compliance by ensuring tax and legal line items auto-populate as per location and service.
4.4. Consolidates billing and customer communication in one seamless flow.
4.5. Enables real-time notifications, analytics, and error tracking for all invoicing events.