Payment and Financial AutomationPurpose
1.2. Seamlessly capture sales orders, validate customer details, calculate taxes and shipping, generate compliant invoices, and send them to clients via email, EDI, document portals, or messaging platforms.
1.3. Support various payment terms (net 30/60, upfront), track payments received and overdue, and automate reminders, reconciliation, and reporting.
1.4. Maintain privacy with compliance to adult retail standards and legal requirements.
Trigger Conditions
2.2. Invoice request received from sales team or wholesale client
2.3. Payment received requiring invoice update/receipt
2.4. Scheduled batch invoicing at set intervals
2.5. Inventory shipment or fulfillment trigger
Platform Variants
• Feature/Setting: Sales Receipt or Invoice API—Trigger `CreateInvoice` on new order event.
3.2. Xero
• Feature/Setting: Invoices Endpoint—Use `POST /invoices` to generate digital invoice.
3.3. Zoho Books
• Feature/Setting: Invoices API—Call `createCustomerInvoices` upon order completion.
3.4. FreshBooks
• Feature/Setting: Invoice Creation API—Execute `invoiceCreate` after transaction is logged.
3.5. Sage Business Cloud
• Feature/Setting: Accounting Invoices API—Call `POST /sales_invoices` to create and send invoice.
3.6. Stripe
• Feature/Setting: Billing—Use `POST /v1/invoices` for payment-triggered invoicing.
3.7. Square
• Feature/Setting: Invoices—Enable `CreateInvoice` and auto-email to customer profile.
3.8. Intuit (QuickBooks Desktop)
• Feature/Setting: QuickBooks Web Connector—Configure order-to-invoice sync.
3.9. Microsoft Dynamics 365
• Feature/Setting: Finance & Operations—Workflow to auto-generate Invoice record on sales order finalize.
3.10. SAP Business One
• Feature/Setting: Service Layer API—`POST /Invoices` for document generation on order closure.
3.11. NetSuite
• Feature/Setting: Invoice Transaction API—Automate creation and dispatch using `record.add` for Invoice.
3.12. Odoo
• Feature/Setting: Sales/Accounting Module—Automation rule for invoice creation against B2B contact.
3.13. Wave
• Feature/Setting: Invoice API—Trigger `Create an invoice` from sales order webhook.
3.14. Bill.com
• Feature/Setting: API—Use `CreateInvoice` process on wholesale sales event.
3.15. PayPal Invoicing
• Feature/Setting: `POST /v2/invoicing/invoices` to generate and send invoice after purchase.
3.16. Invoicely
• Feature/Setting: API—Automate `Create Invoice` flow for high-frequency orders.
3.17. SendGrid
• Feature/Setting: Email API—Send attached or embedded PDF invoice via `POST /mail/send`.
3.18. Mailgun
• Feature/Setting: Transactional Email API—Automate secure invoice delivery to B2B clients.
3.19. Dropbox Sign (HelloSign)
• Feature/Setting: Document Request API—Send invoice requiring digital acknowledgment.
3.20. DocuSign
• Feature/Setting: Envelope API—Send invoice for approval or e-signature confirmation.
3.21. Google Sheets
• Feature/Setting: Apps Script/Sheets API—Log invoice generation and status for transparency.
3.22. Slack
• Feature/Setting: Webhook Integration—Notify teams of invoice creation with core details.
3.23. Zapier
• Feature/Setting: Automation Recipe—Connect sales channels to invoicing APIs for workflow orchestration.
3.24. EDI Providers (TrueCommerce, SPS Commerce)
• Feature/Setting: Outbound Invoice EDI integration for corporate clients—transmit using EDI 810 standards.
Benefits
4.2. Enhances customer experience with instant, accurate digital invoicing.
4.3. Improves compliance through audit trails and document retention.
4.4. Dynamically adapts to multiple sales channels and international B2B clients.
4.5. Scales as the adult entertainment retail business grows, integrating with existing ERP, CRM, and e-commerce systems.