Automatic creation and sending of invoices post-service

Purpose

1.1. Streamline post-service processes by auto-generating and dispatching invoices to clients immediately after air compressor repair work.
1.2. Ensure rapid delivery of compliant invoices to improve cash flow and client relationships.
1.3. Minimize human error, manual labor, and delays related to billing in industrial compressor services.
1.4. Enable payment tracking and reconciliation through integration with various payment gateways.

Trigger Conditions

2.1. Service completion logged in CRM or service management software.
2.2. Technician marks job status as “complete.”
2.3. Digital signature or client confirmation of work completion received.
2.4. Work order uploaded or job report finalized in internal system.

Platform Variants

3.1. QuickBooks Online
• API: `CreateInvoice`, then `SendInvoice via Email` with client/job ID as reference.

3.2. Xero
• Endpoint: `PUT /api.xro/2.0/Invoices`, followed by `EmailInvoice` to client on job completion.

3.3. FreshBooks
• Action: `Create Invoice` in Projects API, then `Send Invoice` via email to registered contact.

3.4. Zoho Books
• Endpoint: `POST /invoices`, then trigger `SendInvoiceEmail` with job completion event.

3.5. Microsoft Dynamics 365 Business Central
• API: `financials/companies({companyId})/salesInvoices`, then `Post Invoice` and `Send Email`.

3.6. Square Invoices
• API: `POST /v2/invoices`, set delivery method as email, reference repair job.

3.7. Stripe Invoicing
• API: `POST /v1/invoices`, attach metadata for job id, then `Finalize and Send`.

3.8. Wave
• Endpoint: `POST /invoices`, use automation to trigger `SendEmailNotification`.

3.9. Sage Business Cloud
• API: `POST /invoice`, auto-trigger `SendInvoice` workflow on job completion.

3.10. PayPal Invoicing
• API: `POST /v2/invoicing/invoices`, then `Send` method tied to completed service event.

3.11. Odoo
• Endpoint: `account.invoice.create`, plus automation in Odoo Studio for job completion trigger.

3.12. SAP Business One
• Service Layer: `POST /Invoices`, then `POST /SendEmail` with attachment.

3.13. Invoicely
• API: `POST /invoices`, auto email enabled on invoice creation with customer record.

3.14. Bill.com
• API: `Create Invoice`, and `SendInvoice` when service ticket closed.

3.15. KashFlow
• Endpoint: `invoices/add`, then `invoices/send` via customer email.

3.16. Invoice Ninja
• API: `POST /api/v1/invoices`, then call `Email Invoice` endpoint.

3.17. Harvest
• API: `POST /invoices`, use `Send Invoice` webhook after project status marked complete.

3.18. Salesforce (with FinancialForce)
• Apex trigger: on job completion, call `Invoice.Create` and `Invoice.Send`.

3.19. Oracle NetSuite
• SuiteTalk API: `invoice.add`, followed by workflow for email delivery.

3.20. MYOB
• API: `POST /Sale/Invoice/Item`, then `EmailInvoice` through account contact.

3.21. ServiceTitan
• API: `POST /invoices`, then `EmailInvoiceToCustomer` after work order status change.

3.22. Jobber
• API: `POST /invoices`, then `POST /invoices/{id}/send` after job marked as finished.

Benefits

4.1. Accelerates billing, ensuring no delay between service and invoice delivery.
4.2. Reduces billing errors and missed invoices for compressor repairs.
4.3. Supports scalability—handles increased job volume automatically.
4.4. Enhances transparency, creating audit-ready documentation per transaction.
4.5. Enables faster payment collections via instant digital delivery.
4.6. Frees staff from repetitive administrative tasks, increasing operational efficiency.
4.7. Assures customers receive professional, itemized invoices consistently.