Automated invoicing and receipt generation

Purpose

 1.1. Streamline the production and delivery of digital invoices and receipts upon every order, ensuring accuracy, reducing manual intervention, and centralizing transactions for fast reconciliation and better customer experience.
 1.2. Automate financial documentation flow from order placement through payment confirmation, response dispatch, and record archiving, fully integrating accounting and customer notification.
 1.3. Meet regulatory compliance with digital audit trails and instant availability of fiscal documents, useful for customer queries and internal bookkeeping.

Trigger Conditions

 2.1. New order placed onsite, via web/mobile, or POS.
 2.2. Order marked paid/fulfilled in sales or delivery system.
 2.3. Manual or scheduled batch generation of invoices/receipts for recurring customers or subscriptions.
 2.4. API webhook receives an “Order Completed” event from ordering platform.

Platform Variants

 3.1. Stripe
  • API: Create Invoice (`/v1/invoices`) upon payment confirmation webhooks.

 3.2. Square
  • Feature: Invoice API (`CreateInvoice` endpoint) tied to transaction completion.

 3.3. Shopify
  • API: Order Creation/Payment update triggers `admin/api/2024-04/orders/{order_id}/send_invoice.json`.

 3.4. QuickBooks
  • API: `POST /v3/company/{companyId}/invoice` with customer/order details from POS.

 3.5. Xero
  • Endpoint: `POST /api.xro/2.0/Invoices` with product-line mapping from order system.

 3.6. FreshBooks
  • API: `POST /accounting/account/{account_id}/invoices/invoices` real-time with order payloads.

 3.7. Zoho Books
  • Function: `Invoices.create()` after webhook from payment/fulfillment system.

 3.8. WooCommerce
  • Hook: `woocommerce_order_status_completed`, triggering PDF invoice plugin or custom REST API.

 3.9. PayPal
  • API: `POST /v2/invoicing/invoices` on payment finalized event.

 3.10. Salla
  • API: `POST /orders/{order_id}/invoice` based on order delivery status via Salla webhook.

 3.11. Lightspeed
  • Endpoint: `POST /invoices` integrated with POS order events.

 3.12. Toast POS
  • API: Fetch order complete event, push to integrated ERP/receipt generator API.

 3.13. Clover
  • Function: `orders.v3.orders` polling or webhook to retrieve new transactions, call invoice service.

 3.14. Revel Systems
  • API: Order payment webhook; relay call to external PDF/receipt generator API.

 3.15. QuickFile
  • Endpoint: `/invoice/create` triggered via sales log event API call.

 3.16. Invoice Ninja
  • API: `POST /api/v1/invoices` with customer/order fillers from POS/reconciliation.

 3.17. Odoo
  • XML-RPC call: `account.move.create()` after order paid flag in Odoo Sales module.

 3.18. SendGrid
  • API: `POST /mail/send` push completed invoice PDF as attachment to customer’s email.

 3.19. Mailgun
  • Endpoint: `messages` with dynamic template and attached invoice auto-sent post-payment.

 3.20. Slack
  • API: `chat.postMessage` to accounting channel with real-time invoice summary after order closure.

 3.21. SAP Business One
  • B1IF Scenario: Monitor completed delivery, auto-create A/R Invoice document.

 3.22. DocuSign
  • API: `envelopes` send receipt requiring signature for high-value corporate/wholesale accounts.

 3.23. HubSpot
  • Workflow: Deal stage “Closed Won” triggers integration with invoice software to dispatch invoice/receipt.

 3.24. Pabbly
  • API: Invoice automation module configured to create on every new successful payment webhook.

Benefits

 4.1. Eliminates manual errors and delays in invoice/receipt creation, ensuring transaction records accuracy.
 4.2. Enhances customer satisfaction with instant, professional documentation sent to email, SMS, or platform inbox.
 4.3. Improves compliance, makes audit processes easier by centralizing digital financial records.
 4.4. Saves staff time, reduces operational costs, and supports scalable business growth in Açaí shops and similar retail cafés.