Automated invoice creation and delivery

Purpose

1.1. Automate the generation and delivery of invoices post-order fulfillment for wholesale air compressor suppliers to eliminate manual intervention, improve billing accuracy, speed revenue cycles, and maintain compliance documentation.
1.2. Integrate with order management, inventory, ERP, and accounting systems for seamless data flow and real-time document creation.
1.3. Adapt to business rules—e.g., batch or real-time invoicing, consolidated statements, tax calculations, and customer-specific templates.

Trigger Conditions

2.1. Order status updates to ‘fulfilled’, ‘dispatched’, or ‘ready for billing’ in the order management system.
2.2. Manual trigger by sales or operations team via dashboard or API endpoint in case of exceptions.
2.3. Scheduled batch job (e.g., at end-of-day) for bulk processing of invoices.
2.4. Webhook notification from integrated ecommerce platform or ERP.

Platform Variants

3.1. SAP ERP
• Feature: SAP Invoice API — Connect to oData endpoint for Sales Order invoicing (BAPI_ACC_DOCUMENT_POST)
• Sample: Configure RFC connection with credentials, map order data to BAPI structure.

3.2. Oracle NetSuite
• Feature: SuiteTalk REST API — Use ‘invoice’ and ‘customer’ record endpoints.
• Sample: POST /record/v1/invoice with order JSON payload, configure email delivery via SuiteFlow.

3.3. QuickBooks Online
• Feature: Invoice API — Invoke Create Invoice function.
• Sample: POST /v3/company/{companyId}/invoice, map line items and customer data.

3.4. Xero
• Feature: Invoices API — Create and send invoice endpoint.
• Sample: POST /api.xro/2.0/Invoices, set Status=‘AUTHORISED’ and Email=true.

3.5. Zoho Books
• Feature: Create Invoice API.
• Sample: POST /invoices?authtoken={token}, set send=True for auto-delivery.

3.6. Salesforce
• Feature: Invoice Object + Apex Workflow—Invoke after Order.Status == ‘Fulfilled’.
• Sample: Apex trigger calls Invoice__c creation with Email action.

3.7. Microsoft Dynamics 365
• Feature: SalesInvoice OData API.
• Sample: POST /salesInvoices, trigger Send action post-creation.

3.8. FreshBooks
• Feature: Invoice Endpoint — Automate invoice generation.
• Sample: POST /invoices/invoice with necessary customer/order mapping.

3.9. Sage Intacct
• Feature: API ‘create_invoice’.
• Sample: XML payload to ‘create_invoice’, async email sent via ‘send_invoice’ method.

3.10. Stripe
• Feature: PaymentIntents and Invoice API — auto-generate invoices on successful payment intent.
• Sample: /v1/invoices, set auto_advance=true, send emails by default.

3.11. PayPal Invoicing
• Feature: /v2/invoicing/invoices API.
• Sample: POST invoice payload, call /send endpoint once approved.

3.12. Odoo
• Feature: Accounting → Customer Invoices — RPC XML-RPC create & send.
• Sample: call object.execute_kw(‘account.move’, ‘create’), context with email_send=True.

3.13. SAP Business One
• Feature: Service Layer Invoice API.
• Sample: POST /Invoices, auto email enabled in SBO Mailer config.

3.14. HubSpot
• Feature: Custom Invoice Object + Workflow automation.
• Sample: Signal via webhook, call custom function to send invoice PDF via email.

3.15. Square
• Feature: Square Invoices API.
• Sample: POST /v2/invoices, with delivery_method=EMAIL.

3.16. Klaviyo
• Feature: Transactional mail via API, attach invoice PDF.
• Sample: POST /api/v1/email-template, generate from order data.

3.17. SendGrid
• Feature: Dynamic Templates—API trigger with populated invoice data.
• Sample: POST /mail/send with invoice HTML in dynamic template data.

3.18. Mailgun
• Feature: Email delivery API, with auto-attachment for generated PDF.
• Sample: POST /messages with attachment field for invoice.

3.19. AWS SES
• Feature: Email API, trigger from Lambda after invoice generation.
• Sample: SendRawEmail, attach invoice PDF.

3.20. Google Workspace (Gmail API)
• Feature: send email with invoice attachment from service account.
• Sample: POST /gmail/v1/users/{userId}/messages/send, include invoice as base64.

Benefits

4.1. Reduces billing errors and delays from manual data entry.
4.2. Ensures compliance and audit trail with automated invoice archiving.
4.3. Improves cash flow via faster delivery of accurate invoices.
4.4. Enables staff to focus on value-added tasks, not repetitive paperwork.
4.5. Scales with bulk and real-time order operations across multiple channels.
4.6. Reduces risk of lost or misrouted invoices with automated, trackable delivery.
4.7. Integrates with existing business systems for end-to-end process automation.