Quoting, Invoicing & PaymentsPurpose
1.2. Ensure error-free, timely billing to clients for furniture restoration projects.
1.3. Sync invoicing workflow with CRM, project management, and accounting systems.
1.4. Provide immediate invoicing to speed up cash flow and professionalize customer communications.
1.5. Maintain consistent branding and legally compliant documentation.
1.6. Enable easy integration with payment gateways for rapid settlement.
Trigger Conditions
2.2. Digital signature or client acknowledgment received on a quote.
2.3. API webhook indicating quote approval event.
2.4. Manual trigger from internal dashboard upon client verbal confirmation.
2.5. Automatic trigger tied to electronic form submission (e.g., Docusign, PandaDoc).
Platform variants
• Automation trigger: Estimate.Accepted event in QuickBooks API.
• Invoicing: Use CreateInvoice API endpoint to auto-generate invoice matched to client and quote reference.
3.2. Xero
• Feature: "New Quote Accepted" in Quotes module.
• Action: Automatically generate invoice by Xero "Create Invoice" API call referencing quote ID.
3.3. Zoho Books
• Setting: Automations, “On Quote Accepted” workflow rule.
• Function: Auto-create invoice leveraging the "Quotes to Invoices" API.
3.4. FreshBooks
• Action: Use “Quote Approved” trigger in FreshBooks API.
• Setting: Auto-generate Invoice API with dynamic client mapping.
3.5. Wave
• Event: Quote->Approved webhook via API.
• Automation: Invoice.Create API referencing quote.
3.6. Sage Business Cloud
• Feature: Sage API event “SalesQuoteApproved”.
• Action: Run “GenerateInvoice” endpoint, map quote details.
3.7. Stripe (Billing/Invoices)
• Setting: Use “Customer.accepted_quote” event from Stripe Quotes.
• Function: Automate invoice creation via Stripe Invoice API.
3.8. Paypal Invoicing
• Action: On acceptance form submission, call Paypal “Create Invoice” endpoint matching quote fields.
3.9. Salesforce
• Trigger: Opportunity status changed to "Closed Won" on Custom Object: Quote.
• Action: Apex or Flow Builder to auto-create Invoice record.
3.10. HubSpot
• Feature: Workflow triggered by Quote Accepted.
• Action: Create Invoice via connected app (e.g., QuickBooks) using workflow action.
3.11. NetSuite
• Trigger: Custom workflow on Quote Approved.
• Setting: SuiteScript or SuiteFlow to generate and email invoice.
3.12. MYOB
• Feature: API “Quote.Accept” event.
• Function: Auto-invoice via CreateInvoice API using quote data.
3.13. Odoo
• Setting: Automated action on “Quotation Accepted”.
• Feature: Call “Create Invoice” server action, link to sale order.
3.14. PandaDoc
• Trigger: Document completed event.
• Automation: Use API to call invoice creation function in linked accounting platform.
3.15. Docusign
• Setting: “Envelope Completed” trigger.
• Automation: Post-completion webhook calls external invoice generation API.
3.16. monday.com
• Automation: Board status “Quote Accepted,” webhook launches invoice generation in external system.
3.17. Pipedrive
• Trigger: Deal stage “Quote Accepted.”
• Feature: Connect via workflow to call invoice creation API in linked system.
3.18. Microsoft Dynamics 365
• Setting: Workflow on Opportunity stage “Accepted.”
• Action: Auto-invoice generation via Dynamics 365 Sales Invoices module.
3.19. SAP Business One
• Feature: Event listener on quote acceptance.
• Action: B1if Scenario triggers invoice conversion.
3.20. Airtable
• Trigger: Record status changes to “Accepted” in Quotes table.
• Automation: Script or integration runs invoice creation API in accounting system.
Benefits
4.2. Minimizes invoicing errors through direct mapping of accepted quote to invoice fields.
4.3. Accelerates invoicing process, improving cash flow and customer satisfaction.
4.4. Ensures traceability and compliance with regulatory standards.
4.5. Offers scalability for growing antique furniture restoration businesses.