Automated generation and distribution of invoices

Purpose

1. Automate the end-to-end creation, customization, and delivery of sales invoices for aluminum window orders.

2. Ensure invoices are error-free and standardized for all customers and projects.

3. Reduce manual accounting time and accelerate payment cycles.

4. Integrate with order and inventory systems for real-time invoice data accuracy.

5. Comply with corporate policies and industry regulations on documentation and distribution.

Trigger Conditions

1. New sales order submission (manual or online portal).

2. Change in status to “ready for invoicing” in the order management system.

3. Completion of product dispatch from inventory.

4. Approval from finance or sales manager.

5. Receipt of full/partial payment (for installment invoicing).

Platform Variants

1. SAP ERP

• Feature/Setting: IDoc output — Configure automatic invoice (SD-BIL) generation upon sales order completion.
  

2. QuickBooks Online

• Feature/Setting: “Create Invoice” API — Invoke on new paid order event.
  

3. Xero

• Feature/Setting: “Invoices API” — Set API trigger to POST invoice details once fulfillment is confirmed.
  

4. Microsoft Dynamics 365

• Feature/Setting: Workflow Automation — Use Power Automate connector to generate and email PDF invoice.
  

5. NetSuite

• Feature/Setting: SuiteScript “invoice.create()” — Scripted event after sales order status change.
  

6. Zoho Books

• Feature/Setting: “Auto-Invoicing” rule — Linked with order confirmation event.
  

7. Sage Intacct

• Feature/Setting: Smart Event trigger for invoice object — Runs on sales order completion.
  

8. FreshBooks

• Feature/Setting: Webhooks + Invoice API — Trigger new invoice on job completion webhook.
  

9. Odoo

• Feature/Setting: Automated Actions on “sales.order” module; triggers invoice on ‘done’ state.
  

10. Salesforce

• Feature/Setting: Apex trigger on custom order object + Salesforce Billing API.
  

11. Oracle Fusion Cloud

• Feature/Setting: Integration Cloud Service (ICS) — Orchestration for invoice creation after shipment event.
  

12. Invoicent

• Feature/Setting: “Create Invoice” REST endpoint — Auto-push on ERP order completed.
  

13. Stripe

• Feature/Setting: “Invoice.create” API — For payment-ready sales, auto-generate invoice with metadata fields.
  

14. Square

• Feature/Setting: Invoice API endpoint scheduled post order-fulfillment.
  

15. Bill.com

• Feature/Setting: API-driven “Send Invoice” function upon sales approval.
  

16. HubSpot CRM

• Feature/Setting: Workflow automation to create/send invoices from Deals Stage changes.
  

17. PayPal Invoicing

• Feature/Setting: REST API “invoice.send” — Issue invoice on order milestone.
  

18. WooCommerce

• Feature/Setting: “woocommerce_order_status_completed” hook + invoice PDF plugin auto-creation.
  

19. Shopify

• Feature/Setting: “Order paid” webhook delivers details to Invoice Generator API.
  

20. Google Workspace

• Feature/Setting: Apps Script — Auto-generate invoice from Sheet data; trigger via Form submit or API call.
  

21. SendGrid

• Feature/Setting: API “Mail Send” with invoice PDF attachment on order closure event.
  

22. DocuSign

• Feature/Setting: Envelope API sends invoice for e-signature and archiving.
  

Benefits

1. Drastically reduces manual data entry and eliminates errors.

2. Accelerates invoice delivery for faster client payments.

3. Ensures complete and standardized documentation for auditing.

4. Frees finance/admin resources for higher-value tasks.

5. Enhances customer experience through prompt, professional correspondence.

6. Synchronizes accounting and inventory records in real time.

7. Tracks invoice activities and deliveries for transparency.

8. Fully scalable for seasonal or bulk order spikes.