Invoice generation and distribution for corporate clients

Purpose

 1.1. Automate generation and distribution of invoices for corporate transportation clients at fuel stations, eliminating manual intervention.
 1.2. Ensure timely, compliant, and traceable invoicing automating data extraction from POS/fuel management systems.
 1.3. Automates sending invoices over preferred channels (email, SFTP, APIs), reducing errors and accelerating accounts receivable cycles.
 1.4. Provides monitoring, audit trails, and automatedly reconciles payment records with generated invoices.

Trigger Conditions

 2.1. Automated trigger upon transaction close in POS/fuel management system for corporate accounts.
 2.2. API call or CSV upload with fuel purchase summary finalized.
 2.3. Automated schedule (e.g., end-of-day, weekly, monthly batch triggers).
 2.4. Manual triggering by finance/admins through a dashboard interface.

Platform Variants

 3.1. Salesforce
  • Feature/Setting: Automates invoice creation via Process Builder/API; configure Process Builder to trigger on new opportunity or closed transaction.
  • API: `/services/data/vXX.X/sobjects/Invoice/`

 3.2. SAP
  • Feature/Setting: Automated invoice generation in SAP S/4HANA; activate “Output Management” and use BAPI_INVOICE_CREATEFROMDATA.
  • API: `BAPI_INVOICE_CREATEFROMDATA`

 3.3. QuickBooks
  • Feature/Setting: Automates invoice creation using API or Zapier; configure Create Invoice automation.
  • API: `POST /v3/company/{companyId}/invoice`

 3.4. Xero
  • Feature/Setting: Automates new sales invoice via API; configure Webhook for new fuel sale event.
  • API: `POST /api.xro/2.0/Invoices`

 3.5. Microsoft Dynamics 365
  • Feature/Setting: Automated workflow using Power Automate to generate and email invoices.
  • API: `/api/data/v9.1/invoices`

 3.6. Zoho Books
  • Feature/Setting: Automation using workflow rules; configure for new sales order completion.
  • API: `POST /invoices`

 3.7. FreshBooks
  • Feature/Setting: Generate and send invoice when new payment recorded; configure via API trigger.
  • API: `POST /accounting/account/{account_id}/invoices/invoices`

 3.8. Oracle NetSuite
  • Feature/Setting: Automator sets up Client Script/User Event Scripts for auto-invoicing.
  • API: `POST /record/v1/invoice`

 3.9. Stripe
  • Feature/Setting: Create/send invoice on successful transaction using API automation.
  • API: `POST /v1/invoices`

 3.10. SAP Concur
  • Feature/Setting: Workflow to ingest expense data and automatedly generate B2B invoices.
  • API: `/api/v3.0/invoice`

 3.11. SAP Business One
  • Feature/Setting: Configures DI API for automated AR Invoice creation.
  • API: `InvoicesService_Add`

 3.12. Odoo
  • Feature/Setting: Automated action script tied to record creation.
  • API: `/api/v1/invoice.create`

 3.13. Intuit
  • Feature/Setting: API-driven automating of invoice creation and dispatch.
  • API: `POST /v3/company/{companyId}/invoice`

 3.14. Google Sheets
  • Feature/Setting: Automator parses data rows and triggers Script to email PDF invoices.
  • Configuration: Google Apps Script `MailApp.sendEmail` + `DriveApp.createFile`

 3.15. Dropbox
  • Feature/Setting: Save and share invoice PDFs automatedly on client folder creation.
  • API: `POST /2/files/upload`

 3.16. DocuSign
  • Feature/Setting: Automate send-out of invoices for eSignature.
  • API: `POST /v2.1/accounts/{accountId}/envelopes`

 3.17. SendGrid
  • Feature/Setting: Automates sending invoice PDFs via transactional email.
  • API: `POST /v3/mail/send`

 3.18. AWS S3
  • Feature/Setting: Automated archival and retrieval of invoice files; trigger on new upload.
  • API: `PutObject`

 3.19. Microsoft Power Automate
  • Feature/Setting: Automate orchestration of multi-step approval and invoice distribution.
  • Connector: "When an item is created", “Send an email”

 3.20. Twilio SendGrid
  • Feature/Setting: Automator for scheduling and automatedly delivering invoice notifications over SMS/Email.
  • API: `POST /v3/mail/send`, `POST /2010-04-01/Accounts/{AccountSid}/Messages.json`

 3.21. Monday.com
  • Feature/Setting: Auto-create invoice task upon client purchase.
  • API: `POST /v2`

 3.22. Slack
  • Feature/Setting: Automated notifications to finance team with invoice links.
  • API: `POST /api/chat.postMessage`

Benefits

 4.1. Significantly automate payment cycles, improving cash flow.
 4.2. Reduces manual labour, automating repetitive processes for scale.
 4.3. Automates compliance and increases accuracy in data handling.
 4.4. Enables auditability and traceability using automated logs.
 4.5. Scalable to thousands of invoices upon automation, adaptable to business volume.
 4.6. Automatedly sends timely payment reminders to clients, improving collection rate.
 4.7. Lowers error rates by automating data entry and distributions.
 4.8. Reduces paper usage, costs, and environmental impact through digital automation.