Automated invoice generation and delivery upon sale

Purpose

1.1. Automate invoice generation and delivery to clients upon art sale, ensuring swift financial documentation.
1.2. Automates compliance with legal and financial obligations for art dealers.
1.3. Ensures all sales, including high-value and international transactions, are tracked and invoiced automatically.
1.4. Reduces manual invoicing errors, speeds up cash flow, and aids integration with bookkeeping and tax systems.

Trigger Conditions

2.1. Automated trigger on new sale entry in POS, CRM, or e-commerce platform.
2.2. System monitors for sale confirmation, payment receipt, or art inventory update.
2.3. Automates upon digital or physical contract signing and/or art delivery event.
2.4. Triggered by webhook from external sales portals or email payment confirmation.

Platform Variants

3.1. Salesforce
• Feature/Setting: Configure Workflow Rule or Flow; automate by triggering on "Closed-Won" Opportunity, use Invoice API.
3.2. Zoho Books
• Feature/Setting: Automate with "Sales Order Confirmed" trigger; configure Create Invoice API.
3.3. QuickBooks Online
• Feature/Setting: Use New Sales Receipt event; automate via the Create Invoice endpoint of QuickBooks API.
3.4. Xero
• Feature/Setting: Capture New Payment event; automate through POST /invoices endpoint.
3.5. SAP Business One
• Feature/Setting: Automate using Transaction Notification stored procedure; configure DI API for Generate Invoice.
3.6. FreshBooks
• Feature/Setting: Automate "New Client Payment" trigger; use Create Invoice function with automator.
3.7. Oracle NetSuite
• Feature/Setting: SuiteScript workflow to automate invoice generation from Sales Order event.
3.8. Odoo
• Feature/Setting: Automate through Sales Order Validation event; use Invoicing Automation module.
3.9. Stripe
• Feature/Setting: Use "Payment Succeeded" webhook event; automate via /invoices API creation endpoint.
3.10. HubSpot
• Feature/Setting: Automate workflow from Deal Stage change; use third-party integration for invoice generation.
3.11. Microsoft Dynamics 365
• Feature/Setting: Automate via Power Automate with "Opportunity Won" trigger and Invoicing API.
3.12. Shopify
• Feature/Setting: Automate through order completion event; use third-party Invoice generation app API.
3.13. WooCommerce
• Feature/Setting: Use "Order Completed" hook to automate calling Invoice API.
3.14. Square
• Feature/Setting: Automatedly trigger on sale completed event via POS; use Invoices API.
3.15. Sage Intacct
• Feature/Setting: Automate with Order Entry API "order posted" event and Invoice Create function.
3.16. DocuSign
• Feature/Setting: Webhook on completed sign-off; automate API-based invoice trigger.
3.17. Pipedrive
• Feature/Setting: Trigger invoice automation on deal closed; use API to connect with invoicing apps.
3.18. Google Sheets
• Feature/Setting: On new row/sale entry, automate using Apps Script to call Invoicing API or PDF generator.
3.19. Trello
• Feature/Setting: Automate through card movement to "Sold" list; Power-Up calls invoice template API.
3.20. Monday.com
• Feature/Setting: Automator triggers on status change to "Sold"; connects via API to invoicing tool.
3.21. SendGrid
• Feature/Setting: Deliver generated invoices automatically as PDF via email by SMTP API after invoice created.
3.22. Slack
• Feature/Setting: Notify sales and finance channels automatically with invoice delivery confirmation through webhook.
3.23. Zapier
• Feature/Setting: Automates chain between sales platform and invoice app; connect triggers to Create Invoice action.

Benefits

4.1. Automates repetitive invoicing, increases operational speed, and minimizes manual intervention.
4.2. Enhances financial compliance and audit readiness by keeping automated, immutable records.
4.3. Improves customer experience by automatedly delivering professional invoices.
4.4. Shortens payment cycles through immediate, automated invoice dispatch.
4.5. Enables scalable invoice processing, supporting business growth in the art market.