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Automated invoice creation and delivery

Purpose

1. Ensure error-free, prompt invoice generation upon every sale from web, POS, phone, or market channels.

2. Deliver professional invoices instantly via customer-preferred channels (email, SMS, messaging apps, or print queue).

3. Centralize record-keeping for all transactions, supporting tax compliance and analytics.

4. Reduce manual work, human error, and administrative bottlenecks in aeromodel sales operations.

5. Integrate seamless data flow with stock, finance, and shipping systems for end-to-end order fulfillment.


Trigger Conditions

1. New order placed and paid on webshop or POS.

2. Manual “generate invoice” action in admin dashboard.

3. “Ready-to-invoice” update from ERP, CRM, or order sync tools.

4. Completion of order fulfillment workflow stage.

5. Receipt of payment via external gateway (PayPal, Stripe, Square).


Platform Variants


1. QuickBooks Online

  • Feature: "Invoices API — Create Invoice." Configure to trigger with new sales order event, merge customer and line item details, and set auto-email.

2. Xero

  • Feature: "Create Invoice API." Map product SKUs, customer data, and sync sent status for delivery confirmation.

3. FreshBooks

  • Feature: “Invoice.create” API. Use dynamic template selection, auto-attach PDF, mark invoice as sent.

4. Zoho Books

  • Feature: "Invoices API > Create Invoice." Leverage webhook trigger from order system, push invoice JSON, tag as “Retail – Aeromodel.”

5. Sage Business Cloud

  • Feature: "POST /sales_invoices." Configure with customer lookup, item breakdown, and auto-email using customer email field.

6. Wave

  • Feature: "Create Invoice API." Sync contact ID and product from order data payload.

7. Microsoft Dynamics 365 Finance

  • Feature: "POST salesInvoices." Integrate with ERP order completion status change event.

8. SAP Business One

  • Feature: “Service Layer – Invoice Entity.” Map full transaction, attach as PDF, status=‘posted’.

9. Odoo

  • Feature: "account.move.create" action. Bind workflow event to create invoice, attach to customer record.

10. Netsuite

  • Feature: "Invoice.create" SuiteScript. Link with sales order, auto-send PDF to customer.

11. Square

  • Feature: "Invoices API." Automate draft creation, populate from checkout event, schedule send.

12. Stripe

  • Feature: "Create invoice endpoint." Auto-generate using payment intent event, mark as delivered.

13. PayPal

  • Feature: "InvoicesV2/Create Invoice" callback. Feed from completed payment webhook, auto-send to payer email.

14. Shopify

  • Feature: “Order Create” webhook + invoicing app API. Generate invoice post-purchase, auto-send from custom template.

15. WooCommerce

  • Feature: "Order completed" hook + PDF invoice plugin API. Create and email PDF invoice to customer.

16. Magento

  • Feature: “sales_order_invoice.create” API. Trigger on status change, enqueue messaging service.

17. Salesforce

  • Feature: “Apex trigger + create Invoice object.” Auto-fill from Opportunity Closed-Won, dispatch via email.

18. Mailgun

  • Feature: "Send email with attachment" API. Use to deliver invoice PDF after generation by other system.

19. SendGrid

  • Feature: "Mail Send API." Attach invoice PDF to outgoing customer email; define from/to/subject.

20. Twilio SendGrid SMS

  • Feature: "Twilio Programmable Messaging API." Send invoice link in SMS to phone number post-invoice creation.

21. Google Drive

  • Feature: "Drive API — Upload File." Store generated invoice PDF in structured order folders for compliance.

22. Dropbox

  • Feature: "files/upload" API. Archive each generated invoice with unique naming pattern.

23. Slack

  • Feature: "chat.postMessage" API. Notify back-office channel on each new invoice, attach or link PDF.

24. Telegram

  • Feature: "sendDocument" API. Deliver invoice PDF to customer’s Telegram account if enabled.

25. WhatsApp Cloud API

  • Feature: "messages" endpoint. Send PDF invoice as document to customer phone number post-purchase.

Benefits

1. Zero manual errors, invoices always sent in real time.

2. Time saving for shop staff, improves operational capacity.

3. Enhances customer experience with instant, professionally branded documents.

4. Simplifies accounting, compliance, and audit readiness.

5. Scales effortlessly with shop growth, multichannel support built in.

6. Seamless integration with sales, stock, finance, and reporting systems.

7. Consistent document format and delivery, reducing disputes and confusion.

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