Automatic generation and dispatch of invoices

Purpose

1.1 Automate the generation and dispatch of invoices for sales transactions in the industrial equipment (scales) wholesale sector.
1.2 Automates data extraction from order confirmation systems to populate invoice templates.
1.3 Automates sending of PDF invoices to customers, ensuring fast billing.
1.4 Automates storage of invoice documents for audit, compliance, and customer requests.
1.5 Automates notification to sales, finance, and warehouse teams upon invoice issuance.
1.6 Automates updating of CRM and ERP with invoice status for visibility over receivables.
1.7 Automatedly triggers reminder emails for overdue invoices.
1.8 Automates logging of all steps for audit trails and reporting.

Trigger Conditions

2.1 Sales order status marked as ready for invoicing in CRM/ERP.
2.2 Automated payment confirmation received.
2.3 Time-based trigger for recurring invoice generation (e.g., monthly rentals).
2.4 Trigger via API call from integrated quoting platform.
2.5 Manual trigger by sales team initiates automation for exceptional cases.
2.6 Automated upstream event from receiving new customer PO.

Platform Variants

3.1 QuickBooks
• Function: Create invoice API, Email sales form automation, configure webhook for order-to-invoice automation.
3.2 Xero
• Endpoint: POST /invoices, automated email dispatch on invoice creation, configure event-based triggers.
3.3 FreshBooks
• API: invoices.create, automates PDF and email dispatch, event-based automation on paid/unpaid status.
3.4 Zoho Books
• API: Create Invoice, setup automation for sending invoices on sales order closure.
3.5 SAP Business One
• Function: DI API—Add Invoice, automated user-defined alerts, automate document delivery setup.
3.6 Microsoft Dynamics 365
• API: invoiceAutomator.create, Power Automate flow for trigger and email send.
3.7 NetSuite
• SuiteTalk: add Invoice, Email automation for dispatch, workflow-based triggers.
3.8 Odoo
• XML-RPC call: createInvoice, automates batch invoice runs, automated email/send setup.
3.9 Sage Intacct
• API: ARINVOICE_CREATE, automate PDF generation and delivery from process flows.
3.10 Salesforce
• Flow: Automate Invoice Object, email action on create, Apex trigger for advanced automation.
3.11 Wave
• API: POST /invoices, automates templating and send step.
3.12 Invoicely
• API: POST /invoices, automates status-based dispatch, webhook for event-driven automation.
3.13 Stripe
• Endpoint: /v1/invoices, automate finalization and automatic emailing.
3.14 PayPal Invoicing
• Endpoint: /v2/invoicing/invoices, automate send, reminders, and recurring invoices.
3.15 Bill.com
• API: Create Invoice, configure auto-send and link to payment status.
3.16 Square Invoices
• Endpoint: /v2/invoices, automate creation/distribution upon transaction completion.
3.17 Intuit API
• Endpoint: /v3/company/invoice, automates invoice and sales form delivery.
3.18 Google Sheets (with Apps Script)
• Script: automate invoice doc generation, Gmail API for dispatch, trigger on sheet update.
3.19 Airtable
• Automation: on record addition, generate invoice (integration with PDF generator/email).
3.20 DocuSign
• API: trigger send of attached invoice documents with automated email and status tracking.

Benefits

4.1 Automates invoice generation, saving hours in manual processing.
4.2 Automates dispatch for lightning-fast customer billing, improving cash flow.
4.3 Ensures automated compliance with document management, audit, and archival policies.
4.4 Reduces errors with automated data extraction and prebuilt templates.
4.5 Automates follow-up reminders, reducing overdue payments.
4.6 Improves coordination with automated notifications to relevant departments.
4.7 Enables scalable invoicing during high-volume sales activities, supporting business growth.
4.8 Creates automatable reporting and analytics streams for leadership visibility.