Automated invoicing and payment reminders

Purpose

1.1. Eliminate manual invoicing tasks and systematically send accurate invoices upon order fulfillment for aircraft parts.
1.2. Automate payment reminders to customers to minimize overdue accounts and improve cash flow.
1.3. Synchronize invoicing data with accounting/ERP and CRM platforms for up-to-date, actionable records.
1.4. Provide validation checks for compliant, error-free billing specific to aviation spare parts tracking and wholesale contracts.

Trigger Conditions

2.1. New sales order marked as "fulfilled" in order management system.
2.2. Scheduled interval (e.g., daily at 6pm) to check for overdue payments.
2.3. Customer invoice status updated to "sent" or "overdue."
2.4. Manual override trigger for urgent invoice dispatch.

Platform Variants

3.1. QuickBooks Online
• Feature: "Create Invoice" API; configure to auto-generate invoices based on new order objects.
3.2. Xero
• Feature: "Invoices API—POST /Invoices"; set up webhook to push order data to create/reconcile invoices.
3.3. Microsoft Dynamics 365 Business Central
• Function: "salesInvoices" API endpoint; set lookup and trigger to generate invoice and post payment status.
3.4. SAP S/4HANA Cloud
• Feature: "Sales Order to Invoice" integration flow; connect via OData service for invoice posting.
3.5. Zoho Books
• Feature: "Invoices API"; webhook push for automatic invoice creation upon new order event.
3.6. FreshBooks
• API: "Create Invoice" (POST /invoices); trigger on new sales order entries.
3.7. Stripe
• Feature: "Invoice API—POST /v1/invoices"; configured to bill customers and send reminders.
3.8. PayPal Invoicing
• Setting: "Create and Send Invoice API"; link order record to invoice template automation.
3.9. Sage Business Cloud
• Feature: "Sales Invoices API"; route new orders to invoice generation endpoint.
3.10. Square
• Feature: "Invoices API—CreateInvoice"; automate on fulfillment confirmation for aircraft part sales.
3.11. Netsuite
• Function: "Invoice Creation Workflow"; triggered via SuiteScript on sales order closed event.
3.12. Wave
• API: "Create Invoice"; map aviation customer and parts data for automated draft and send.
3.13. Odoo
• Feature: "Account Invoice Model"; trigger auto-generation and send via Odoo APIs.
3.14. Salesforce
• Function: "Billing & Invoices Object"; custom workflow for invoice and payment reminder email tasks.
3.15. HubSpot
• Feature: "Workflow with Invoice Create/Send Action via Connected Apps"; trigger on deal won for parts.
3.16. Mailgun
• Setting: "Scheduled Send API"; timed reminders for overdue invoice notifications to customers.
3.17. SendGrid
• Feature: "Transactional Email Send API"; auto-email invoices and reminders from system events.
3.18. Twilio SMS
• Function: "Programmable SMS API"; auto-send text payment reminders when invoice is overdue.
3.19. Slack
• Feature: "Incoming Webhook"; notify internal teams of overdue invoices or exceptions.
3.20. Google Sheets
• API: "Sheets API—batchUpdate"; log invoice status and send batch notifications as triggers.
3.21. Monday.com
• Feature: "Automations" + "Invoices"; auto-update boards and send reminders when status changes.
3.22. Pipedrive
• Feature: "Workflow Automations"; on status move to Delivered, automate invoice email.

Benefits

4.1. Error-free, rapid billing process for aviation parts orders and deliveries.
4.2. Reduction in late payments via timely, multi-channel reminders.
4.3. Improved tracking and compliance for wholesale aviation sales cycles.
4.4. Enhanced productivity for sales and admin staff with ERP/CRM synergy.
4.5. Accurate data sources for financial forecasting and regulatory reporting.