Automated invoice generation

Purpose

1.1. Streamline invoice issuance upon booking, payment, or service completion for adventure sports activities.
1.2. Eliminate manual invoice preparation and accelerate payment cycles.
1.3. Ensure regulatory GST/VAT compliance, record-keeping, and error reduction.
1.4. Enable real-time billing for multi-activity bookings, group rates, and custom add-ons.
1.5. Integrate invoicing seamlessly into CRM, accounting, and payment tracking systems.

Trigger Conditions

2.1. New booking confirmation in activity scheduling software.
2.2. Receipt of payment or deposit through POS or online gateway.
2.3. Completion of all booked activities in a session.
2.4. Manual trigger by an employee from admin dashboard.
2.5. Adjustment or cancellation processed, requiring revised invoice.

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: “Create Invoice” API endpoint; configure customer, line items, and taxes via API.

3.2. Xero
• Feature/Setting: “Invoices” API; POST invoice data including contacts and payment due date.

3.3. Zoho Books
• Feature/Setting: “Invoices” module in API v3; configure customer, items, and payment details.

3.4. FreshBooks
• Feature/Setting: “Invoice.Create” API; set up client and line items in the request body.

3.5. Wave Accounting
• Feature/Setting: “Invoice Create” API; link business, customer, and products line.

3.6. Stripe
• Feature/Setting: “Create Invoice” endpoint; specify customer, price, and attach metadata.

3.7. PayPal
• Feature/Setting: “v2/Invoicing/Invoices” API; draft and send invoices via REST API.

3.8. Sage Business Cloud
• Feature/Setting: “POST /sales_invoices”; input customer and product details.

3.9. NetSuite
• Feature/Setting: “REST Record Service: Invoice”; supply entity and item list.

3.10. SAP Business One
• Feature/Setting: “Invoices Service Layer”; submit B1SL document with customer details.

3.11. Microsoft Dynamics 365
• Feature/Setting: “SalesInvoice” API entity; POST customer and line items.

3.12. Odoo
• Feature/Setting: “account.move” create method via XML-RPC or JSON-RPC API.

3.13. Bill.com
• Feature/Setting: “CreateInvoice” endpoint; configure vendor, terms, and payable line items.

3.14. Square
• Feature/Setting: “CreateInvoice” API; set customer_id, amount_money, and due_date.

3.15. Braintree
• Feature/Setting: Use “Transaction.sale” with custom_fields for invoice data.

3.16. Google Docs (by automation)
• Feature/Setting: Auto-generate Docs invoice template, populate fields with booking data.

3.17. DocuSign
• Feature/Setting: “Envelopes:create”; upload invoice PDF, set recipient, and trigger signing.

3.18. Salesforce
• Feature/Setting: “Invoice Statement” object; create via Record API with contact and totals.

3.19. HubSpot
• Feature/Setting: “Invoices” object via workflow automation; auto-populate with deal info.

3.20. Intuit Mailchimp Transactional
• Feature/Setting: Send auto-generated invoice PDF as transactional campaign attachment.

3.21. MYOB
• Feature/Setting: “Sale/Invoice/Service” API; method POST with customer and item info.

3.22. Invoiced
• Feature/Setting: POST “/invoices” endpoint; set customer, items, and optional payment plan.

3.23. Billomat
• Feature/Setting: “/invoices” REST resource; assign client and calculate totals.

3.24. Invoice Ninja
• Feature/Setting: “POST /api/v1/invoices”; use client_id, product_key, and quantities.

Benefits

4.1. Eliminates manual workload and administrative errors.
4.2. Ensures consistency in formatting and data accuracy.
4.3. Reduces billing delays and speeds up payment collection.
4.4. Simplifies tax calculation and compliance.
4.5. Integrates with business platforms for seamless reporting and auditing.