Batch invoice sending to corporate clients

Purpose

1.1. This automation batch sends invoices to multiple corporate clients in the auto glass repair service industry, automating the invoicing process to save time, reduce errors, and ensure timely receivables.
1.2. Automates data extraction from job management or quoting systems, formats invoices, and delivers them via email or preferred digital channel.
1.3. Enables scheduled, rules-driven, or trigger-driven batch invoicing to align with contract or project milestones—thereby supporting high-volume client relationships and regulatory compliance.
1.4. Automates reminders for unpaid invoices, integrates with accounting systems, and logs all activity for full auditability and downstream analytics.

Trigger Conditions

2.1. Scheduled batch runs: daily, weekly, or monthly.
2.2. Job completion flag in CRM or ERP.
2.3. Receipt of digital approval from client contact.
2.4. Detection of overdue invoices.
2.5. Workflow rule in digital form or quoting solutions.

Platform Variants

3.1. QuickBooks Online
• API: Create and Send Invoice endpoint; setup API keys and define batch payload.

3.2. Xero
• API: Invoices endpoint; configure OAuth2 and loop JSON objects for each client.

3.3. Stripe
• Function: Customer.Invoices.create; automate email dispatch per invoice created.

3.4. FreshBooks
• Endpoint: Invoices API, POST batch with unique recipient parameters.

3.5. Zoho Books
• Operation: CreateInvoice, automates batch processing using workflow rules.

3.6. Sage Business Cloud
• Function: sales_invoices endpoint, automate attachment and dispatch to emails.

3.7. SAP Business One
• B1ServiceLayer: Post DocInvoice batch records, automated batch job scheduler.

3.8. Netsuite
• RESTlet or SuiteScript: automate mass invoice creation and dispatch.

3.9. Microsoft Dynamics 365
• Invoice API endpoint, automate batch submission using Power Automate.

3.10. Square Invoices
• Function: CreateInvoice & SendInvoice endpoints, automate via REST.

3.11. Odoo
• XML-RPC API: automates invoice.create and message_post for batch operations.

3.12. Intuit
• QuickBooks Online Advanced API; automates recurring batch invoice templates.

3.13. Wave
• API: Invoice endpoint, automated batch submit through secure token.

3.14. PayPal Invoicing
• Operates using /v2/invoicing/invoices endpoint, automates mass send option.

3.15. Bill.com
• API invoice.send; configure automation bot to batch queue.

3.16. MYOB
• API: /Sale/Invoice/Item and automation of status update.

3.17. HubSpot
• Operations: Workflow automation to trigger batch invoice send via Invoice object.

3.18. Salesforce
• Function: Invoice creation and workflow email automation.

3.19. Google Sheets & Gmail
• Use Apps Script: automates PDF invoice generation and batch sends.

3.20. Smartsheet
• Integration: Automated workflows to send batch emails with invoice attachments.

3.21. SendGrid
• Feature: Automated email send with API, dynamic fields for each invoice batch.

3.22. Mailgun
• Feature: Batch email via /messages endpoint automates invoice delivery.

3.23. DocuSign
• Use: BulkSend API, automates invoicing with digital signature option.

3.24. Dropbox Sign
• Automates sending invoicing batch folders, triggers delivery receipts.

3.25. Slack
• Feature: Automated reminders to internal billing teams via chat API.

Benefits

4.1. Automates repetitive billing tasks and ensures consistent, accurate invoice dispatch.
4.2. Reduces manual entry errors—automatedly improving billing integrity.
4.3. Accelerates cash flow by ensuring timely, automated invoicing.
4.4. Provides full audit trail and automates compliance with billing standards.
4.5. Saves time for finance staff—automation frees resources for higher-value work.
4.6. Enables the business to automate scalable invoicing as corporate client base grows.