Automatic invoice creation and dispatch

Purpose

1. Enable the creation and automatic dispatch of invoices upon antique purchase completion or order confirmation.

2. Reduce manual data entry, minimize human errors, and accelerate the sales-to-payment cycle.

3. Enhance buyer experience with immediate, professional invoice delivery and maintain compliance with accounting standards.

4. Digitally archive invoices for audit, reporting, and tax purposes.

Trigger Conditions

1. New sale registered in POS/e-commerce system.

2. Payment confirmation received from payment processor.

3. Confirmation of shipping/delivery status update.

4. Entry of order in inventory management system.

5. Manual input or API event from sales staff or CRM.

Platform Variants

1. QuickBooks Online

• Function: Create Invoice API — configure fields: customer, items, amount, send_email:true.
  

2. Xero

• Feature: New Sales Invoice endpoint — define ContactID, LineItems, status: 'AUTHORISED', sendtoContact:true.
  

3. Zoho Books

• API: 'invoices' module — set customer_id, line_items; trigger email_attachment:true.
  

4. FreshBooks

• Resource: Invoice.create() — pass client_id, items, auto_send:true.
  

5. Wave

• Endpoint: CreateInvoice — configure customer, list of products, set send_now:true.
  

6. Square

• Invoices API: CreateInvoice — input recipient, due_date, send_method:'EMAIL'.
  

7. Stripe

• Object: Invoice.create — assign customer, add invoice_items, set auto_advance:true.
  

8. PayPal

• HTTP API: /v2/invoicing/invoices — build recipient, amount, send_to_recipient:true.
  

9. Bill.com

• API: Invoices.createInvoice — set customerId, items, sendEmail:true.
  

10. Shopify

• Function: Order webhook trigger + custom app — call Invoice API, auto-send PDF to billing email.
  

11. WooCommerce

• Hook: Order Created — configure PDF Invoice with WooCommerce PDF Invoices plugin, auto-email attachment.
  

12. Magento

• Observer/Event: sales_order_invoice_save_after — auto-generate and send invoice PDF to customer email.
  

13. Odoo

• Model: account.move automation — auto-generate invoice on sale.order and use email_send:True.
  

14. SAP Business One

• Service Layer: POST on Invoices — define CardCode, DocumentLines, auto-email via outbox.
  

15. Oracle NetSuite

• SuiteScript: nlapiCreateRecord('invoice'), set customer, amount, nlapiSendEmail for dispatch.
  

16. MYOB

• API Endpoint: /invoice — add contact, line_items, trigger auto_email:true.
  

17. SAGE Business Cloud

• API: POST SalesInvoices — supply customer_id, product_lines, set send_email:true.
  

18. Intuit (QuickBooks Desktop)

• QBXML: InvoiceAddRq — input CustomerRef, InvoiceLineAdd, set EmailDelivery:true.
  

19. Microsoft Dynamics 365

• Workflow: Create SalesInvoice on SalesOrder, configure workflow step for SendEmail action.
  

20. Salesforce

• Process Builder: On Opportunity Closed-Won, invoke Invoice Object create and Email Alert to customer.
  

21. PDF Generator Services (e.g., PDFShift, DocuSign Gen)

• API: Create PDF template with invoice data, auto-send via SMTP or connected email integration.
  

Benefits

1. Eliminates repetitive manual invoicing after every sale.

2. Improves accuracy and reduces missing/incomplete invoices.

3. Accelerates order-to-cash, improving store liquidity.

4. Enhances professionalism and trust with customers.

5. Ensures secure and compliant invoice record-keeping.

6. Reduces administrative overhead and costs for the antique store.