Automated invoice generation and dispatch

Purpose

1.1. Automate creation, validation, and dispatch of invoices for every completed sales transaction within textile dye production, minimizing manual entry, maximizing speed and accuracy.
1.2. Automation ensures compliant, custom-branded invoices are generated, saved to records, and delivered to customers, accounts, and management teams automatically on each new sale, partial payment, or order update.
1.3. Automates audit trails by logging every invoice generation and email dispatch, supporting business continuity, customer relations, and regulatory documentation automatically.
1.4. Integration automating data synchronization with financial ledgers, ERP modules, and CRM records across dye production departments.

Trigger Conditions

2.1. Automatedly upon marking an order as ‘fulfilled’ in the ERP or OMS.
2.2. Change in payment status (received, partial, or overdue) auto-triggers invoice regeneration.
2.3. Manual API trigger from authorized users to regenerate invoices for amendments.
2.4. Automated period-end batch invoice runs scheduled for recurring B2B customers.

Platform Variants

3.1. QuickBooks
• Feature/Setting: "Create Invoice" API endpoint; configure automator to input sales order and customer data directly.
3.2. Xero
• Feature/Setting: "Invoices" API /automated "POST /invoices" with template mapping for dye orders.
3.3. SAP Business One
• Feature/Setting: DI API "AddDocument" for Invoice object; automate integration via certified connector.
3.4. Microsoft Dynamics 365
• Feature/Setting: "Sales Invoice Journals" flow, automating invoice creation and email using Power Automate.
3.5. Zoho Books
• Feature/Setting: Invoices API "Create an Invoice" POST endpoint, automate dispatch via "Send Invoice" API.
3.6. FreshBooks
• Feature/Setting: "Create Invoice" REST API; automated triggers on sale completion; auto-email enablement.
3.7. Sage Intacct
• Feature/Setting: "create_invoice" SOAP API call for dye sales; configure automated dispatch to contacts.
3.8. Netsuite
• Feature/Setting: SuiteTalk "Invoice Service"; use workflow-based automator for invoice and PDF emailing.
3.9. Odoo
• Feature/Setting: "account.move" model automation via workflow and scheduled actions for invoice dispatch.
3.10. Wave Accounting
• Feature/Setting: "Invoices Create" API endpoint; automate customer-specific PDF invoice emails.
3.11. Stripe
• Feature/Setting: "Invoices API" create and finalize; automate send_invoice event trigger on payment update.
3.12. PayPal Invoicing
• Feature/Setting: "v2/invoicing" POST endpoint; automate sending using "send" method triggered by sales status.
3.13. Salesforce
• Feature/Setting: "Create Record" action for Invoice object, automator rule for emailing attached docs.
3.14. HubSpot
• Feature/Setting: "Invoice" custom object automation in workflows; trigger on deal closed.
3.15. Google Workspace (Gmail & Docs)
• Feature/Setting: Automated template generation via Google Docs API, dispatch via Gmail API using triggers.
3.16. AWS Lambda
• Feature/Setting: Serverless function to auto-generate invoices via Python, trigger notification using SES.
3.17. Zoho CRM
• Feature/Setting: Workflow automation for invoice creation and mail merge PDF dispatch to contacts.
3.18. SAP S/4HANA
• Feature/Setting: "API_SALES_INVOICE_SRV"; automates invoice issuing and output control steps.
3.19. Oracle NetSuite
• Feature/Setting: SuiteScript scripted invoice generation, automate dispatch by workflow event.
3.20. Invoicely
• Feature/Setting: Automated "New Invoice" API endpoint, configure to trigger dispatch upon web hook from OMS.
3.21. Mailgun
• Feature/Setting: Automated email API for dispatching generated invoice PDFs with custom messaging.
3.22. DocuSign
• Feature/Setting: Automate delivery of invoices with e-signature request for B2B customers via "Envelopes: create and send" API.

Benefits

4.1. Automating invoice generation accelerates billing cycles, reducing time-to-payment.
4.2. Automated workflows minimize human error and standardize invoice formats for compliance.
4.3. Automated dispatch ensures every stakeholder—customer, finance, compliance—receives timely documents.
4.4. Automatically logs activities for audits, supporting risk management and legal proof of dispatch.
4.5. Automation scales with growth, supporting high volume transactions and new customer onboarding.
4.6. Automated archiving and CRM sync improves customer support and dispute resolution processes.
4.7. Enables fully automatable sales, reducing back-office workload and administrative costs.