Invoicing & PaymentsPurpose
1. Automate invoice generation and dispatch to clients immediately after project completion for airbrushing services.
2. Ensure accuracy in billing, minimize manual entry, and speed up accounts receivable workflows.
3. Auto-sync project details, client data, and payment terms from project management to invoicing systems.
4. Trigger client notifications and record-keeping processes without manual intervention.
Trigger Conditions
1. Project marked as "completed" in the project management system.
2. All deliverables uploaded and client sign-off received.
3. Final time tracking or material consumption logged.
4. Confirmation of completion validated via automated status or webhook.
Platform Variants
1. QuickBooks Online
- Create Invoice API: Configure workflow on project status change to issue new invoice, autofilling client and job details.
2. FreshBooks
- Invoice Creation Endpoint: Integrate project data pipeline to auto-generate invoice on project completion event.
3. Xero
- Invoices API: Set automation to trigger posting of new bill to client once job is finalized and approved.
4. Zoho Books
- Invoices.create(): Event-based trigger initiates new invoice in Zoho system with attached project files.
5. Wave
- POST /invoices: Use webhook from project tool to create invoice in Wave, mapped to corresponding customer.
6. Stripe Invoicing
- Invoice Create API: Automatically push client/project metadata for instant invoice release after completion event.
7. PayPal Invoicing
- POST /v2/invoicing/invoices: Utilize project webhook to initiate invoice object creation and email dispatch.
8. Sage Business Cloud
- CreateInvoice Function: Link invoice creation to project end status and autofill client account and service lines.
9. MYOB
- POST /invoice: Configure MYOB API to auto-draft and send invoice based on completion webhook data.
10. Microsoft Dynamics 365
- Workflows + SalesInvoice API: Connect project system finalization trigger to invoice entity generation.
11. Odoo
- Model create('account.move'): Automated invoice record triggered by project completion in Odoo projects app.
12. SAP Business One
- DI API Invoice Creation: Invoke script to generate accounts receivable invoice on project finish event.
13. Salesforce (with CPQ or FinancialForce)
- Invoice object API: Triggered generation of invoice record linked to Opportunity/Project as status updates.
14. Invoice Ninja
- POST /invoices endpoint: Automated entry creation triggered by incoming completed project payload.
15. Bill.com
- API: Bill.com Invoice Creation on project workflow completion or milestone.
16. BQE Core
- API Endpoint: Hook project module status change to auto-invoice creation and client notification.
17. Harvest
- Invoice Create API: On task/project completion, invoke invoice with project time/materials data.
18. KashFlow
- NewInvoice API: Listen to project system for completion status and auto-generate comprehensive invoice.
19. QuickFile
- API_CreateInvoice: Create invoice entry on project closure signal from management app.
20. Square Invoices
- Invoices API (CreateInvoice): Listen for completed work trigger and push invoice data to client on file.
21. Oracle NetSuite
- SuiteScript/RESTlet: Configure scripted automation triggered by project record completion status.
22. Monday.com (with integration to external invoicing, e.g., via Zapier)
- Status change trigger to create invoice record in connected invoicing platform using integration apps.
23. Intuit Mint (business)
- Custom Automation: Upon finalized project, transmit billing event to personal accounting for documentation.
Benefits
1. Eliminates billing delays and errors from manual entry.
2. Immediate revenue recognition following service delivery.
3. Consistent client communications and financial documentation.
4. Streamlines reconciliation and reporting for accounting teams.
5. Scalable for varying project sizes and client bases.