Automatic generation and dispatch of invoices to clients

Purpose

1. Fully automate the creation and electronic delivery of itemized invoices to clients for each confirmed sale or order.

2. Enforce consistency in invoice layout, content, and legal compliance for alcohol sales; streamline accounts receivable processes.

3. Eliminate manual intervention in recurring billing, saving time and minimizing human error in high-frequency, large-volume transactions.

4. Log delivery and transaction status for audit and compliance tracking.

Trigger Conditions

1. New sales order confirmed in ERP or CRM.

2. Payment received notification from payment gateway.

3. Scheduled billing event for recurring contract clients.

4. Manual trigger by authorized sales/account manager.

Platform Variants

1. SAP ERP

• Feature/Setting: SAP Sales & Distribution (SD) Module, Configure Output Type for Billing Documents (VF31/VF02).
  
• API: Use BAPI_BILLINGDOC_CREATEMULTIPLE for invoice generation and SAP Connect for automated email dispatch.
  

2. QuickBooks Online

• Feature/Setting: "Invoices" automation via Workflow setup.
  
• API: POST /v3/company/{companyId}/invoice to create invoice; POST /send endpoint to email.
  

3. Xero

• Feature/Setting: Accounting automation with "Repeating Invoices" and custom webhooks.
  
• API: POST /api.xro/2.0/Invoices and POST /Email action.
  

4. Microsoft Dynamics 365

• Feature/Setting: Automated document generation in "Finance and Operations."
  
• API: POST /salesOrders/{salesOrderId}/createInvoice & SendEmailRequest.
  

5. NetSuite

• Feature/Setting: Workflows in "SuiteFlow" for transaction triggers.
  
• API: POST /record/v1/invoice & SuiteScript mail.send() for dispatch.
  

6. Zoho Books

• Feature/Setting: "Automation Rules" with invoice and email templates.
  
• API: POST /invoices and invoices/email endpoint.
  

7. FreshBooks

• Feature/Setting: Auto-bill setup under "Recurring Invoices."
  
• API: POST /invoices/invoices and invoices/email.
  

8. Odoo

• Feature/Setting: "Automated Actions" in Invoicing module.
  
• API: POST /api/invoice and /api/mail/mail.
  

9. Oracle Fusion Cloud

• Feature/Setting: AR Invoice Automation and Oracle BI Publisher.
  
• API: SOAP/REST Invoice API & email delivery via Oracle Communications.
  

10. Stripe

• Feature/Setting: Invoice scheduling and automation under "Billing."
  
• API: POST /v1/invoices & /v1/invoices/{id}/send.
  

11. Square

• Feature/Setting: "Automatic Payments and Invoicing" in Square Dashboard.
  
• API: POST /v2/invoices and /v2/invoices/{id}/publish.
  

12. Salesforce

• Feature/Setting: Process Builder with invoicing from Opportunity close.
  
• API: POST /services/data/vXX.0/sobjects/Invoice and SingleEmailMessage.
  

13. Wave

• Feature/Setting: "Recurring Invoicing," customizable templates.
  
• API: POST /v1/invoices & /v1/invoices/send.
  

14. Bill.com

• Feature/Setting: Automated invoice creation on payment received.
  
• API: POST /v3/bills and /v3/bills/email.
  

15. SAGE Business Cloud

• Feature/Setting: Invoice generation via "Automatic Bank Reconciliation."
  
• API: POST /account/v3.1/invoices and email/send.
  

16. Intuit (Mailchimp Transactional)

• Feature/Setting: Automated template-based invoice emails.
  
• API: POST /send-invoice and /messages/send-template.
  

17. PayPal

• Feature/Setting: "Automatic Invoicing" on recurring agreements.
  
• API: POST /v2/invoicing/invoices and /send.
  

18. Monday.com

• Feature/Setting: Automations to generate documents on status change.
  
• API: POST /v2/invoices and integration with email apps.
  

19. Trello (with Power-Ups)

• Feature/Setting: Card-move triggers that link with invoicing platforms.
  
• API: Use Power-Up triggers to call POST /invoices on third-party app & send email.
  

20. Gmail (via Google Apps Script)

• Feature/Setting: Script to auto-create invoices from Google Sheets rows.
  
• API: UrlFetchApp.fetch(endpoint), MailApp.sendEmail.
  

21. HubSpot

• Feature/Setting: Workflow automation for "Deal" stage Closed-Won.
  
• API: POST /crm/v3/objects/invoices and POST /crm/v3/objects/emails/send.
  

22. SAP Concur

• Feature/Setting: e-Invoicing triggers in expense module.
  
• API: POST /invoices and email integration module.
  

23. Integromat (Make)

• Feature/Setting: Automated flows with supported finance apps.
  
• API: Connectors for POST invoice and email/send on multiple platforms.
  

Benefits

1. Removes manual bottlenecks, accelerating payment cycles.

2. Secures regulatory compliance in regulated alcohol sales.

3. Reduces invoice errors, disputes, and rejection risk.

4. Provides audit trail and delivery confirmation for taxation and record-keeping.

5. Enables automated follow-ups and payment reminders without staff input.

6. Scales easily as order or client volumes grow, supporting business expansion.