Generation and dispatch of invoices to clients

Purpose

1. Automate the generation and dispatch of invoices to clients for coffin wholesale orders, ensuring seamless transaction records, accurate billing, and faster accounts receivable, reducing manual data entry and errors.

2. Automates invoice creation upon order confirmation and triggers invoice delivery to clients through multiple digital channels.

3. Ensures compliance with industry standards while automating tax, discount, and order item calculations.

4. Provides real-time record keeping for both clients and the business, with automated follow-ups for overdue payments.

Trigger Conditions

1. Automated trigger upon completion of order checkout by a client.

2. Triggered by manual status update by order manager to "ready for dispatch".

3. Scheduled automation at the end of each business day for batch invoice dispatch.

4. Triggered by receiving a webhook post from an ERP or eCommerce platform indicating a “paid” or “fulfilled” status.

Platform Variants

1. QuickBooks Online

• Feature: Invoice API/Automation Rules; Automate using “Create Invoice” endpoint configured for each new wholesale order.
  

2. Xero

• Feature: Invoices API; Automation set for “POST /invoices” on new order creation event.
  

3. Zoho Books

• Feature: Invoice Automation; Configure workflow rules to auto-generate and email invoices when order is marked as shipped.
  

4. FreshBooks

• Feature: Invoice API + Auto-Billing setting; Automation configured for recurring clients and new order webhook events.
  

5. Sage Intacct

• Feature: Smart Events/Invoicing API; Automator triggers invoice generation from the Order Entry object.
  

6. SAP Business One

• Feature: Service Layer Invoicing; Automatedly calls invoice generation API when a new delivery is posted.
  

7. Oracle NetSuite

• Feature: SuiteScript + REST API; Automates invoice dispatch via a scheduled script upon shipment status update.
  

8. Microsoft Dynamics 365

• Feature: Power Automate Flows; Automatable invoice creation and emailing after order completion trigger.
  

9. Stripe

• Feature: Invoicing API; Automated workflow configured via a connected trigger from order management system.
  

10. PayPal

• Feature: Create & Send Invoice API; Automates invoice dispatch on successful payment or completion trigger.
  

11. Square

• Feature: Invoices API; Set automation to trigger “CreateInvoice” function for each wholesale order.
  

12. Wave

• Feature: Invoices API; Automate invoice generation from order data using “POST /invoices”.
  

13. Bill.com

• Feature: API/Auto-Bill Automation; Automator configured to create and dispatch invoices for order queue.
  

14. SendGrid

• Feature: Email API; Automates sending of generated invoice PDF to client’s email upon invoicing event.
  

15. Twilio SendGrid

• Feature: SMTP Relay; Used for automating personalized invoice emails and delivery confirmations.
  

16. Google Workspace (Gmail)

• Feature: Apps Script Automation; Gmail API sends attached invoices automatically when generated.
  

17. Outlook/Office 365

• Feature: Power Automate/Outgoing Mail Rules; Automate and schedule invoice dispatch as attachment.
  

18. Shopify

• Feature: Order Webhook + App Integration; Automates invoice creation via an app or API when order is paid.
  

19. WooCommerce

• Feature: Webhook Trigger + Invoice Extensions; Automates invoice dispatch using order completed webhook.
  

20. Salesforce

• Feature: Process Builder/Flow; Automatedly generates and sends invoices using a trigger from Sales Orders.
  

21. HubSpot

• Feature: Workflows + Connected Apps; Automates invoice sending on deal closure using finance integrations.
  

22. Slack

• Feature: Incoming Webhook; Automator posts notification and invoice to sales channel upon generation.
  

Benefits

1. Automation reduces manual intervention, speeding up order-to-cash cycles and improving accuracy.

2. Automating invoice workflow decreases the risk of missed billing, improves cash flow, and enhances client satisfaction.

3. Automatable solution allows tracking and analytics for each invoice from generation to client receipt.

4. Automatedly ensures all tax, compliance, and record-keeping requirements are consistently met.

5. Automates reminders for unpaid invoices, reducing overdue accounts and manual follow-up workload.