Automatic invoice generation post-service

Purpose

1.1. Generate and deliver invoices automatically after completion of home appliance repairs, ensuring accurate, timely, and consistent billing.
1.2. Sync invoice data with accounting, notification, and CRM systems for streamlined operations, reduced manual work, and improved cash flow visibility.
1.3. Enhance customer experience with prompt billing and digital delivery across multiple channels (email, SMS, portals).

Trigger Conditions

2.1. Technician marks job ticket or work order as “Completed” in the service management system.
2.2. Customer signature or job approval logged via mobile app or customer portal.
2.3. IoT device (diagnosing appliance) confirms repair completion.
2.4. Scheduled event (e.g., end of day batch for all completed repairs).
2.5. Payment status contingent (invoice only if payment not received on-site).

Platform Variants

3.1. QuickBooks Online
• API: CreateInvoice API — Auto-generate a new invoice using customer, job, and product/service details from repair CRM.
3.2. Xero
• Endpoint: Invoices API (POST) — Automatically submit invoice on job status change.
3.3. FreshBooks
• API: Create Invoice resource — Configure automation to trigger upon work order completion webhook.
3.4. Zoho Invoice
• API: createInvoice function — Initiate using repair event triggers from workflow builder.
3.5. Sage Business Cloud
• API: POST /sales_invoices — Set up endpoint for automatic invoice push.
3.6. Wave
• API: Create Invoice endpoint — Trigger on CRM or field service platform ticket completion.
3.7. Stripe Invoicing
• API: /v1/invoices — Generate invoice for completed repair using session data.
3.8. PayPal Invoicing
• REST API: /v2/invoicing/invoices — Attach customer/job data upon completion.
3.9. Square Invoices
• API: CreateInvoice endpoint — Use webhook or field tech app completion event.
3.10. ServiceM8
• Automation: Job Completion → Invoice Generation setting — Link to accounting sync.
3.11. Jobber
• Workflow: Job finished → Auto-generate and send invoice via Jobber API.
3.12. FieldPulse
• Setting: Auto-invoice on job closure — Map repair job and customer fields.
3.13. Housecall Pro
• Integration: Post-Job Invoice Automation — Configure triggers for completed service entries.
3.14. Salesforce (with FinancialForce or custom)
• Flow: Apex trigger or Process Builder to create invoice record when job status updates.
3.15. Microsoft Dynamics 365
• Power Automate/Flow: When work order complete → Create and email invoice via Finance module APIs.
3.16. SAP Business One
• B1if Scenario: Job completed → Create A/R invoice using relevant DI API.
3.17. Odoo
• Automation: Repair order finished → Auto-generate invoice via Invoicing module RPC call.
3.18. Freshservice
• Workflow Automator: Post-service ticket → Trigger custom invoice creation API.
3.19. Mailgun
• Function: Send email invoice as PDF attachment — triggered by finished repair webhook.
3.20. Twilio SendGrid
• Integration: EmailAPI — Send custom invoice email after PDF upload to cloud storage.

Benefits

4.1. Eliminates manual data entry and reduces billing errors.
4.2. Speeds up cash flow by immediate invoice creation and delivery.
4.3. Enhances customer satisfaction with prompt professional communication.
4.4. Centralizes data synchronization for accounting, notifications, and reporting.
4.5. Frees technicians and back office from repetitive tasks, increasing efficiency.