Automatic order confirmation and invoicing

Purpose

1.1. Ensure every wholesale order for carbonated drinks is instantly acknowledged and invoiced.
1.2. Eliminate human delays, reduce errors, provide proof of transaction, and improve customer confidence.
1.3. Seamlessly deliver order confirmation and digital invoices via the buyer’s preferred channel: SMS, email, WhatsApp, accounting software, or CRM.
1.4. Fully log and reconcile each transaction for back-office, ensuring audit compliance and transparent operations.

Trigger Conditions

2.1. New order record is created in ERP, CRM, website, or payment platform.
2.2. Payment is completed or order status changes to “Confirmed.”
2.3. API/webhook notification from e-commerce gateway or direct integration from customer-facing portal.

Platform Variants

3.1. Twilio SMS
• Feature/Setting: SMS API – configure POST request with order details as message; recipient: customer’s phone number.
3.2. SendGrid
• Feature/Setting: v3 Mail Send API – JSON payload for dynamic email template; to: customer email.
3.3. Gmail API
• Feature/Setting: send endpoint – compose email with invoice PDF attachment; use order metadata as email body.
3.4. Outlook Graph API
• Feature/Setting: /sendMail – JSON with subject (“Order Confirmation”), attached invoice, and CC to internal sales.
3.5. WhatsApp Cloud API
• Feature/Setting: /messages endpoint – order summary and attached invoice file; recipient set to customer WhatsApp number.
3.6. Slack API
• Feature/Setting: chat.postMessage – notify internal order-processing channel with order and status link.
3.7. Xero
• Feature/Setting: Invoices endpoint – auto-generate and email invoice from order data, set contact as buyer.
3.8. QuickBooks Online
• Feature/Setting: Create Invoice API – map order line items, auto-send invoice to buyer email.
3.9. Stripe
• Feature/Setting: Invoice.create – JSON order payload; auto-email PDF invoice on payment confirmation.
3.10. Salesforce
• Feature/Setting: Process Builder or Flow – trigger confirmation email, create invoice record and link to order.
3.11. Zoho Books
• Feature/Setting: Create Invoice API – automate from incoming order webhook; enable auto-email to customer.
3.12. FreshBooks
• Feature/Setting: invoices.create – generate invoice from POST request; dispatch to client via FreshBooks mail.
3.13. Shopify
• Feature/Setting: Order Webhook – on order creation, auto-send order confirmation email template with invoice link.
3.14. WooCommerce
• Feature/Setting: New Order Hook – dispatch custom email template via wp_mail or REST API with digital invoice.
3.15. Microsoft Dynamics 365
• Feature/Setting: Workflow or Power Automate – trigger email with order and invoice to customer upon status change.
3.16. SAP Business One
• Feature/Setting: Service Layer (Invoice endpoint) – generate and deliver invoice upon sales order creation event.
3.17. Oracle NetSuite
• Feature/Setting: SuiteScript automation – on Sales Order saved, PDF invoice generated and emailed to customer.
3.18. Mailgun
• Feature/Setting: /messages API – use dynamic templates with inline order/invoice details; dispatch to buyer.
3.19. HubSpot
• Feature/Setting: Workflow automation – send transactional email with banking/payment reference and attached invoice.
3.20. DocuSign
• Feature/Setting: Envelope Creation – send order confirmation as a signable document, include digital invoice.
3.21. Zapier Webhooks
• Feature/Setting: Webhooks by Zapier “Catch Hook” – trigger downstream automations across above platforms.

Benefits

4.1. Zero wait time for buyers; improves satisfaction and trust.
4.2. Minimizes manual mistakes and duplicate data entry.
4.3. Unifies confirmation across SMS, email, chat, and accounting software.
4.4. Fast, accurate records for compliance and financial auditing.
4.5. Immediate notification for internal sales and fulfillment teams.