Sales and Inventory ManagementPurpose
1.2. Ensure every transaction is documented for both customer records and compliance, integrating with inventory and accounting systems.
1.3. Support accurate tax calculation, real-time sales insight, and improve customer service by prompt invoice delivery via email or other channels.
1.4. Facilitate audit trails, reduce human error, and synchronize with payment gateways and shipping processes.
Trigger Conditions
2.2. New order placed through online store or in-person checkout.
2.3. Receipt of successful payment notification from gateway.
2.4. Update to order status indicating shipment or pickup ready.
Platform Variants
3.1. Shopify
• Order Create Webhook: Listen for new orders to generate invoice via Orders API.
• Sample: Configure webhook to trigger on “orders/create”.
3.2. WooCommerce
• Action Hook: Use “woocommerce_order_status_completed” to generate invoice through REST API.
• Sample: Set up webhook automation to POST to invoice generator.
3.3. Square
• Orders API: On "Order Created" event, call Invoices API.
• Sample: Use POST /v2/invoices with order_id parameter.
3.4. QuickBooks Online
• Sales Receipt Event: Use API to create invoice when new sale is recorded.
• Sample: POST /v3/company/{companyId}/invoice.
3.5. Stripe
• Payment Intent Succeeded Webhook: Trigger invoice creation on successful payment.
• Sample: Configure webhook URL for "payment_intent.succeeded".
3.6. Xero
• Sales Transaction Created Event: Use Invoices API to create corresponding invoice.
• Sample: POST /api.xro/2.0/Invoices.
3.7. Zoho Books
• Automation Workflow: Set rule for “New Sales Order” to auto-generate invoice.
• Sample: Trigger POST /invoices on sales order status update.
3.8. Lightspeed Retail
• Sale Transaction Webhook: On transaction, use API to push invoice data.
• Sample: Use POST /API/Account/{accountID}/Sales.
3.9. FreshBooks
• Invoice Generation API: Create invoice on new payment event.
• Sample: POST /accounting/account/{account_id}/invoices/invoices.
3.10. BigCommerce
• Order Created Webhook: Detect new order and call Invoice API.
• Sample: Configure webhook for “store/order/created”.
3.11. Magento
• Sales Order Complete Event: Use API or extension to auto-generate invoice.
• Sample: POST /rest/V1/invoices with orderId.
3.12. Vend
• Sale Event: Push invoice details via “register_sales” endpoint.
• Sample: POST /api/register_sales.
3.13. SAP Business One
• DI API: Event-based trigger to generate invoice on Delivery or AR Invoice creation.
• Sample: Use Documents.Add method with ObjectType=13.
3.14. Microsoft Dynamics 365
• Workflow: Automated invoice creation using Sales Order completion trigger.
• Sample: Configure Power Automate to use "Create Invoice" action.
3.15. Odoo
• Automated Action: On sales order confirmation, trigger invoice creation via API.
• Sample: Call create_invoice RPC on sales module.
3.16. MYOB
• Sale Completed Webhook: Fire invoice generation via AccountRight API.
• Sample: POST /accountright/{cf_uri}/Sale/Invoice/Item.
3.17. SquareSpace
• Commerce Order Placed Event: Use Order API to generate invoice.
• Sample: Listen to 'Order Placed' webhook for automation.
3.18. NetSuite
• SuiteScript User Event: Script triggers invoice on sales order approval.
• Sample: SuiteScript 2.0, record.transform({type: 'invoice', from: salesOrderId}).
3.19. Sage Intacct
• Smart Event: Auto-create invoice on posted sales transaction.
• Sample: XML
3.20. Salesforce
• Process Builder/Flow: Generate invoice via integrated accounting package when opportunity 'Closed Won'.
• Sample: Use Outbound Message + Invoice API connector.
Benefits
4.2. Speeds up invoicing, leading to faster payments.
4.3. Ensures every sale is always documented for compliance.
4.4. Improves customer experience through prompt communications.
4.5. Synchronizes sales, inventory, and finance operations.
4.6. Facilitates traceable audit trails and simpler reconciliations.
4.7. Scales across sales channels and works with any volume.