Automatic generation and delivery of invoices post-job

Purpose

1.1. Ensure all completed aluminum welding jobs generate error-free invoices automatically.
1.2. Streamline delivery to clients via email, SMS, or accounting portals instantly after job completion.
1.3. Reduce manual entry, tracking, and human error in professional services for metalwork.
1.4. Accelerate accounts receivable, payment cycles, and financial reconciliation in aluminum welding services.

Trigger Conditions

2.1. Welding job marked as “Complete” in job management or scheduling system.
2.2. Time-based end of working day batch for jobs completed since last cycle.
2.3. Custom trigger via mobile app confirmation or technician sign-off.
2.4. Status change in CRM for project milestone “Work Complete.”

Platform Variants

3.1. QuickBooks
• API: `CreateInvoice` endpoint triggered by job status update.
• Setting: Map customer, job, and item data; send via customer email automatically.

3.2. Xero
• API: `POST /invoices` generating draft/final invoice.
• Configuration: Use job ID, auto-send to contact's registered email.

3.3. Stripe
• API: `Invoice.create` function for charging after service completion.
• Setting: Link to customer email, webhook for job completion.

3.4. FreshBooks
• API: `invoice.create` event; enable auto-delivery to client address.
• Setting: Template customization based on job details.

3.5. Zoho Books
• API: `Invoices` module, automated with workflow for completed jobs.
• Setting: Email notifications set by client contact.

3.6. Wave
• API: Invoice generator; webhooks on order status change.
• Setting: Map job closing to auto-create/send invoice.

3.7. MYOB
• API: `POST /sale/invoice/` endpoint for service-based sales.
• Setting: Set to auto-email after job completion.

3.8. Sage Business Cloud
• API: `POST /sales_invoices` when welding task closes.
• Setting: Assign default templates, email to customer.

3.9. PayPal Invoicing
• API: `POST /v2/invoicing/invoices` to generate and send.
• Setting: Uses customer email, triggered from scheduler app.

3.10. Bill.com
• API: `SendInvoice` function, on job completion.
• Setting: Direct client billing address pulled from CRM/job sheet.

3.11. SAP Business One
• Service Layer API: `InvoicesService_Add` with job parameters.
• Setting: Schedule batch or real-time; email delivery.

3.12. Microsoft Dynamics 365
• API: Sales Invoices; workflow on project “Complete”.
• Setting: Email/portal delivery set for client.

3.13. Odoo
• API: Invoicing module, `account.move` create and send.
• Setting: Auto-assigns contact, auto-emails invoice PDF.

3.14. Square Invoices
• API: `CreateInvoice` function post-job update.
• Setting: Auto-send based on stored customer profile.

3.15. NetSuite
• SuiteTalk API: `invoice.add` after ERP job closure.
• Setting: Automated email after workflow status change.

3.16. Invoice Ninja
• API: `/invoices` endpoint, job ID-based trigger.
• Setting: Auto-send, attach job details.

3.17. ServiceM8
• API: Job completion; trigger built-in invoicing.
• Setting: Email or SMS delivery set to client default.

3.18. HubSpot
• Workflow: Custom Action using Invoice trigger on "Deal Closed".
• Setting: Third-party invoice (e.g., QuickBooks) API integration.

3.19. Trello + Invoicing Bot
• Power-up/Automation: Card moved to “Done”; webhook triggers invoice platform API.
• Setting: Bot configured to send invoice based on card meta.

3.20. Monday.com
• Automation: Item status “Complete” triggers external invoicing API call.
• Setting: Fields mapped for client, job, invoice data.

Benefits

4.1. Eliminates manual invoice creation, reducing errors.
4.2. Immediate invoicing encourages faster client payments.
4.3. Tracks all sent invoices, improving cash flow visibility.
4.4. Frees up staff from repetitive administrative work.
4.5. Enhances customer experience with quick, accurate documentation.