Automated invoice generation and delivery

Purpose

1. Automate the creation and delivery of customer invoices when a masonry supply order is processed, ensuring speed, accuracy, and compliance in the retail building materials space.

2. Automates data collection from sales, inventory, and customer profiles, generates invoices in standard formats (PDF/HTML), and delivers them through email or other channels automatically.

3. Automates storage of sent invoices for audit trails and record-keeping, reducing manual data entry errors for masonry supplies retailers.

4. Streamlines financial reconciliation by automating the capture of payment status updates in real time.

Trigger Conditions

1. Automatedly initiate on confirmed new sales order in POS/ERP system.

2. Automated on finalization of order fulfillment status (packed/dispatched).

3. Automated on completion of payment or delivery, depending on policy (pre/post-payment invoicing).

Platform Variants

1. QuickBooks Online

• Feature/Setting: Invoicing API; configure “Create Invoice” on new order event.
  

2. Xero

• Feature/Setting: “Invoices” endpoint; automates uploading line items and emailing invoice.
  

3. Zoho Books

• Feature/Setting: “Sales Invoice” API; set automation for draft, send, and record payment.
  

4. SAP Business One

• Feature/Setting: DI API “AddInvoice” function for automated invoice insert and PDF generation.
  

5. Microsoft Dynamics 365 Business Central

• Feature/Setting: “SalesInvoice” API endpoint; automatically generate/send on order processed.
  

6. FreshBooks

• Feature/Setting: “Invoice.create” API; automates sending to customer on new transaction.
  

7. Stripe

• Feature/Setting: “Invoices” API; configure for automated invoice creation post-payment.
  

8. Square

• Feature/Setting: “Invoices API”; triggers automated generation and delivery on new sale.
  

9. Sage Intacct

• Feature/Setting: “create_invoice” function; automates data pull and instant delivery.
  

10. Wave

• Feature/Setting: “Create Invoice” endpoint; set for automated customer delivery by email.
  

11. Netsuite

• Feature/Setting: SuiteScript “Invoice.create” automation on new sales order confirmation.
  

12. Odoo

• Feature/Setting: “account.move” API; configures workflow to auto-generate/send invoice.
  

13. Bill.com

• Feature/Setting: “Create Invoice” automation flow; triggers at set sales event.
  

14. Intuit ProConnect

• Feature/Setting: API automation for “Create/Send Invoice” at quote opportunity closed.
  

15. Oracle NetSuite

• Feature/Setting: SuiteTalk Web Service “Invoice” integration; automates invoice generation.
  

16. Sage 300cloud

• Feature/Setting: “ARInvoiceBatches” API; auto-generate and dispatch on order close.
  

17. SAP S/4HANA Cloud

• Feature/Setting: “API_INVOICE_SRV”; links sales event to automated invoice creation/sending.
  

18. PayPal Invoicing

• Feature/Setting: “CreateInvoice” REST API for automated generation/delivery via email.
  

19. Mailgun

• Feature/Setting: “Send Email” API; automates delivery of PDF/HTML invoice to customer.
  

20. SendGrid

• Feature/Setting: “Mail Send” v3 API; automate email invoice on trigger event in sales cycle.
  

Benefits

1. Automates repetitive, error-prone invoicing, saving labor hours.

2. Accelerates cash flow by ensuring automated, on-time invoice delivery.

3. Enhances accuracy by eliminating manual data entry.

4. Standardizes document formatting for compliance and record consistency.

5. Provides an auditable trail of all automated invoices sent for regulatory and business transparency.