Sales and Order ManagementPurpose
1.2. Automatedly create accurate invoices based on sales data, order fulfillment, inventory status, or delivery update, reducing errors and manual workload.
1.3. Automate dispatch to clients, internal teams, and accounting, ensuring timely documentation and payment cycles.
1.4. Automating archiving, reporting, and audit trails to ensure compliance, traceability, and performance review.
1.5. Automates integration with forecasting, supplier reconciliation, and customer relationship management for end-to-end automatable processes.
Trigger Conditions
2.2. Order marked as fulfilled/ready for dispatch.
2.3. Payment received, partially or fully, or status updated.
2.4. Inventory decrement triggers a billing event.
2.5. Recurring scheduled invoicing (weekly/monthly).
2.6. Manual invoice request submitted by sales/finance.
Platform Variants
• Function: Sales Order API, Invoice Creation.
• Setting: Automate “BAPI_BILLINGDOC_CREATEMULTIPLE” for invoice, configure IDoc (INVOIC02) dispatch.
3.2. Microsoft Dynamics 365
• Function: SalesOrder, Invoice API.
• Setting: Automating “Create sales order invoice” workflow in Power Automate.
3.3. QuickBooks Online
• Function: Invoice Endpoint (API).
• Setting: Automator triggers on new sale, calls “Create Invoice.”
3.4. Zoho Books
• Function: Sales Invoice Module via REST API.
• Setting: Automation: POST /invoices triggered by order event.
3.5. Xero
• Function: Invoices API (POST).
• Setting: Automate POST /api.xro/2.0/Invoices on confirmed orders.
3.6. FreshBooks
• Function: Invoice Automations.
• Setting: Trigger via “New Paid Invoice” automation, send via Email API.
3.7. Sage Intacct
• Function: Order Entry, AR Invoice API.
• Setting: Automate “create_invoice” with configured XML payloads.
3.8. Salesforce
• Function: Billing, Invoice Object.
• Setting: Automating Process Builder or Flow to trigger “Create Invoice.”
3.9. Odoo
• Function: Account.Invoice Model (JSON-RPC API).
• Setting: Automate invoice_create and email_send.
3.10. Oracle NetSuite
• Function: Invoice Creation SuiteScript/REST API.
• Setting: Automator runs POST to /record/v1/invoice on workflow event.
3.11. Stripe
• Function: Invoices API (REST).
• Setting: Automation: create and dispatch via /v1/invoices and send_invoice.
3.12. PayPal
• Function: Invoicing API.
• Setting: Automated “Create and Send Invoice” endpoint.
3.13. Wave
• Function: Invoice API.
• Setting: Trigger automating POST /businesses/business_id/invoices.
3.14. Gusto
• Function: Payments & Invoice API.
• Setting: Automatedly generate invoice when payroll run for specific sales.
3.15. SAP Ariba
• Function: Invoicing Module, cXML API.
• Setting: Automate Send Invoice via cXML push on fulfillment.
3.16. Intuit
• Function: QuickBooks Invoice Automation.
• Setting: Automator runs “CreateInvoice” and “EmailInvoice” via SDK/API.
3.17. Pabbly
• Function: Billings/Invoices API.
• Setting: Automating POST /api/invoice/new on each order.
3.18. Invoicely
• Function: Invoice Automation.
• Setting: Generate/send via POST /api/invoices; configure event triggers.
3.19. Bill.com
• Function: API, Invoice Object.
• Setting: Automate “Create Bill” and schedule “Send Invoice.”
3.20. Zoho CRM
• Function: Invoice Module Automator.
• Setting: Workflow rule triggers “Create and Email Invoice.”
3.21. Gmail/Outlook (Email Dispatch)
• Function: Email Automation API.
• Setting: Automating invoice PDF as attachment for client delivery.
Benefits
4.2. Reduces manual operational overhead and risk of delayed payments.
4.3. Automator improves regulatory compliance by keeping proper audit records.
4.4. Automating improves order-to-cash cycle time and cash flow predictability.
4.5. Facilitates automatable scaling for expanding jute mill sales operations.
4.6. Boosts client satisfaction due to fast, error-free, and automated invoices.