Invoice generation and delivery to customers

Purpose

1.1. To automate invoice generation and automated delivery for each customer purchase, reducing manual errors, increasing efficiency, consistency, and accelerating the order-to-cash cycle.
1.2. Automating ensures every drone sale is documented, tracked, and communicated with customers, improving compliance and customer experience.
1.3. Purpose extends to supporting audit trails, financial reconciliation, and automating notifications for both internal records and external stakeholders.

Trigger Conditions

2.1. Automated trigger upon a new drone order marked as paid in POS or e-commerce system.
2.2. Automatedly initiate when inventory decrements and confirmation received from payment gateway.
2.3. Automator starts when status transitions to "Ready for Fulfillment" or "Dispatched" in order management system.
2.4. Manual override for resending or correcting invoices as part of exception handling automation.

Platform Variants

3.1. Shopify
• Feature/Setting: Use Orders/Transaction Webhook; configure API to trigger automated invoice PDF generation and delivery.
3.2. WooCommerce
• Feature/Setting: Automate with "woocommerce_order_status_completed" hook; connect to Invoice API endpoint for automatic invoice dispatch.
3.3. QuickBooks Online
• Feature/Setting: Sales Receipt/CreateInvoice endpoint; configure automated data-push from POS, enable delivery via EmailInvoice API.
3.4. Xero
• Feature/Setting: Invoices endpoint for automated draft/final invoice creation; automate email-on-send option.
3.5. Stripe
• Feature/Setting: Automatedly use the "invoice.created" webhook to trigger "Send Invoice" function.
3.6. PayPal
• Feature/Setting: API Invoicing/Send and Events webhook for automated invoice generation and customer delivery.
3.7. Zoho Books
• Feature/Setting: Automatable Sales Invoice API, configure automation for recurring and on-demand invoice creation and dispatch.
3.8. FreshBooks
• Feature/Setting: Invoices endpoint; schedule automated sending post-payment.
3.9. Square
• Feature/Setting: Automate invoice creation via Invoices API; enable automation for Email/SMS delivery.
3.10. SAP Business One
• Feature/Setting: Automated Invoice Generation via DI API/Service Layer; configure automatic email PDF via SBO_mailer.
3.11. Oracle NetSuite
• Feature/Setting: SuiteScript and RESTlet for invoice automation, set trigger for post-order process.
3.12. Odoo
• Feature/Setting: Automated action rules in Sales/Invoicing; configure Scheduled Actions for invoice email automation.
3.13. Microsoft Dynamics 365
• Feature/Setting: Invoice automation with Power Automate and D365 APIs, trigger on sales order completion.
3.14. Sage
• Feature/Setting: Automatic invoice dispatch through Sage Cloud API or Sage 200 Web Services.
3.15. SendGrid
• Feature/Setting: Automated email sending of invoice PDFs via SendGrid API; SMTP automation for invoice delivery workflow.
3.16. Mailgun
• Feature/Setting: Automate invoice delivery via Mailgun Send Message API and dynamic PDF attachments.
3.17. DocuSign
• Feature/Setting: Use eSignature API to automate invoice approval and delivery workflows.
3.18. Zapier
• Feature/Setting: Multi-step Zaps for automating invoice generation and cross-platform delivery to customers.
3.19. PDF Generator API
• Feature/Setting: Automate invoice PDF creation using templates and auto-send feature on trigger events.
3.20. Google Workspace
• Feature/Setting: Google Sheets triggers + Apps Script automation to generate and auto-email invoices via Gmail API.
3.21. Salesforce
• Feature/Setting: Automatable Process Builder or Flow for invoice creation and Customer Community delivery.
3.22. Slack
• Feature/Setting: Automated invoice notifications to internal sales/support channels using Slack Incoming Webhooks.

Benefits

4.1. Automating invoice delivery eliminates manual workload and errors, providing real-time, consistent order processing.
4.2. Accelerates cash flow through immediate, automated invoice notifications to customers.
4.3. Automation strengthens compliance by ensuring every sale is documented and delivered accurately.
4.4. Automates multi-platform integration, supporting omnichannel retail, B2B, and B2C drone sales.
4.5. Supports business scalability by minimizing manual intervention and automating repetitive, rule-based tasks.