Automated invoice creation and delivery

Purpose

 1.1. Eliminate manual effort and delay in invoice creation after order confirmation by generating and sending invoices automatically to customers and internal teams.
 1.2. Ensure every sale triggers compliant, branded invoices with payment links, itemized details, and delivery tracking for aluminum frame wholesale transactions.
 1.3. Integrate sales order systems, accounting software, and communication platforms to streamline invoicing, reduce errors, and improve payment cycles for the building materials sector.

Trigger Conditions

 2.1. New order entry or update in ERP, CRM, or e-commerce portal.
 2.2. Change of order status to “confirmed,” “ready for delivery” or “dispatched.”
 2.3. Receipt of payment or credit approval for trade clients.
 2.4. Manual trigger by authorized sales staff for partial orders.

Platform Variants

 3.1. SAP ERP
  • Function: SalesOrder.Create & BillingDocument.OutputRequest – automate invoice object creation, trigger output to e-mail/PDF.
 3.2. Oracle NetSuite
  • SuiteScript API – script to generate Invoice record, send via SuiteFlow to customer email.
 3.3. Microsoft Dynamics 365
  • Power Automate with Dynamics connector – “When a sales order is confirmed” > Create Invoice (Invoices API), auto-send PDF.
 3.4. QuickBooks Online
  • CreateInvoice API – auto-create, then SendInvoice endpoint for delivery.
 3.5. Xero
  • Invoices API – POST to create invoice, then use email/send endpoint.
 3.6. Zoho Books
  • Sales Orders API + Invoices API – generate invoice, Send Invoice Email API call.
 3.7. FreshBooks
  • Invoice Create endpoint, followed by Invoice Send By Email function.
 3.8. Sage Business Cloud
  • Accounting API – sales_invoice_create, then email_invoice method.
 3.9. Shopify
  • Order webhook triggers; Invoice app or Shopify API invoices, then Email API to contact customer.
 3.10. WooCommerce
  • New Order webhook; use WooCommerce REST API and WP Mail API to generate and email invoice.
 3.11. Stripe
  • Invoice Create API when payment intent succeeds, auto-send using Stripe’s built-in invoicing.
 3.12. PayPal
  • Invoicing API – create and send invoice upon order completion webhook.
 3.13. HubSpot
  • Workflow Automation – trigger on deal stage “closed-won,” use Invoice object, send through connected integration.
 3.14. Salesforce
  • Process Builder or Flow to create Invoice object, use Salesforce Email API for delivery.
 3.15. Bill.com
  • API – create invoice and send via email to specified customer on event trigger.
 3.16. Odoo
  • Sales (sales.order) triggers account.move invoice creation, uses mail.compose.message wizard for emailing.
 3.17. SAP Business One
  • DI API or Service Layer – create AR Invoice, trigger email output using Document Generation Wizard.
 3.18. SendGrid
  • Use Marketing Automation Triggered Email API for sending generated PDF invoices to recipients.
 3.19. Mailgun
  • HTTP API to send invoice PDFs as attachments via email upon webhook trigger.
 3.20. Twilio
  • SendGrid subaccount or Twilio SMS Notify API with secure invoice link for customer confirmation.
 3.21. Google Workspace
  • Apps Script auto-generates PDF invoices from Sheets templates, sends via Gmail API.
 3.22. Microsoft Outlook 365
  • Power Automate trigger sends generated invoice as attachment using Outlook API.

Benefits

 4.1. Accelerates cash flow with immediate, accurate invoice delivery.
 4.2. Reduces invoicing errors, manual entry, and lost documentation.
 4.3. Scales to high-volume aluminum frame wholesale environments.
 4.4. Enhances traceability, compliance, and customer satisfaction.
 4.5. Integrates with core business systems to unify order-to-cash processes.