Order Management & FulfillmentPurpose
1.2. Reduce manual data entry, invoice errors, delayed dispatch, and support audit trails for internal and client-facing record-keeping.
1.3. Integrate order, customer, and product databases to auto-create invoices formatted per regulatory and business requirements.
1.4. Automate multi-format (PDF, XML, CSV) invoice creation and distribute via preferred customer channels (email, EDI, cloud folders) instantly after order fulfillment.
Trigger Conditions
2.2. Change of order status to “fulfilled,” “dispatched,” or “ready to invoice.”
2.3. Confirmation of delivery from shipping carrier API or proof-of-delivery receipt.
2.4. Reaching end of day scheduled batch if using grouped or summary invoicing.
Platform Variants
3.1. QuickBooks
• Feature/Setting: "Create Invoice" API endpoint; configure to auto-populate customer/order fields, trigger on new paid order.
3.2. SAP S/4HANA Cloud
• Feature/Setting: “Billing Document – Create” API; automation triggers after goods issue in sales order.
3.3. Microsoft Dynamics 365
• Feature/Setting: “Sales Invoices” entity, Workflow trigger; automate generation on fulfillment event.
3.4. Zoho Books
• Feature/Setting: "Invoices" API; use “Auto-create invoice” on new sales order completion.
3.5. NetSuite
• Feature/Setting: SuiteScript/REST Invoice Creation; configure workflow to trigger post-shipment.
3.6. Xero
• Feature/Setting: "Create Invoice" endpoint; auto-generate on sales order marked complete.
3.7. FreshBooks
• Feature/Setting: “Invoices” endpoint; trigger via webhook on order processing completion.
3.8. Odoo
• Feature/Setting: "account.move" model; configure automated invoice creation action on status change.
3.9. Sage Intacct
• Feature/Setting: “AR Invoice” SOAP/REST API; auto-generate using order object workflow.
3.10. Oracle Fusion Cloud
• Feature/Setting: “Receivables Invoice” REST API; link to fulfillment process.
3.11. Salesforce
• Feature/Setting: “Billing & Invoicing” in Financial Services Cloud; auto-create document post-Opportunity Closed/Won.
3.12. Stripe
• Feature/Setting: "Invoices" API; configure webhook to trigger on payment success for each order.
3.13. HubSpot
• Feature/Setting: “Create Invoice” action within workflows; connect to Deal moving to Closed stage.
3.14. Google Docs (via Google Apps Script)
• Feature/Setting: Auto-generate Google Docs from order data and email as PDF via MailApp.sendEmail.
3.15. Dropbox Sign (formerly HelloSign)
• Feature/Setting: “Create Signature Request” API; attach and send auto-generated PDF invoices needing approval.
3.16. EDI Providers (e.g. SPS Commerce, TrueCommerce)
• Feature/Setting: “EDI 810 Invoice” document transmission; map order data and schedule on fulfillment.
3.17. SendGrid
• Feature/Setting: Automated email campaign; attach invoice PDF generated from ERP system.
3.18. Twilio SendGrid API
• Feature/Setting: Use “Mail Send” endpoint for PDF invoice email distribution.
3.19. AWS Lambda
• Feature/Setting: Serverless script to process event and call ERP invoice API, then post to S3 and notify.
3.20. Zapier
• Feature/Setting: Multi-step Zap: trigger “New Order Fulfilled” → “Create Invoice” in chosen app → “Send Email” with PDF.
3.21. Google Drive API
• Feature/Setting: “Files: Create” endpoint; auto-upload invoice and set share permissions on generation.
3.22. Mailgun
• Feature/Setting: “Send Message” endpoint; configure to deliver invoice attachments programmatically.
3.23. DocuSign
• Feature/Setting: “Create Envelope” API to route invoices requiring e-sign or approval prior to delivery.
3.24. OneDrive
• Feature/Setting: Upload invoice PDF via “Create File”; notify team via webhook.
Benefits
4.2. Accelerates invoicing/collections cycle – improving cash flow.
4.3. Ensures on-time, compliant invoicing supporting audit readiness.
4.4. Enhances client experience via timely and accurate documentation.
4.5. Simplifies multi-channel delivery, storage, and archiving of invoices.
4.6. Scalable for bulk or batch processing as order volumes grow.