Purpose
1.1. To automate the creation and delivery of sales invoices for polymer wholesale transactions, speeding order processing, eliminating manual data entry, reducing errors, and ensuring client receipt of transactional documentation.
1.2. Automates data capture from purchase orders, integrates with ERP/CRM for order validation, formats invoices to regulatory and customer specifications, and initiates delivery via email, EDI, or client portals.
1.3. Enables real-time revenue logging, enhances customer experience, and supports fast cash flow management through automated, auditable document generation and distribution.
Trigger Conditions
2.1. New sales order created in ERP, CRM, or eCommerce portal.
2.2. Order marked as fulfilled/dispatched.
2.3. Payment confirmation for prepaid/polymer contracts.
2.4. Specific workflow status change (e.g., "Ready to invoice").
2.5. Scheduled batch processing at end-of-day/period.
Platform Variants
1. SAP ERP
• Function/API: BAPI_INCOMINGINVOICE_CREATE; automates invoice creation upon sales order completion.
2. Microsoft Dynamics 365
• Feature/Setting: Sales Order to Invoice flow; automate using Power Automate with "When a record is updated" CRM trigger.
3. Oracle NetSuite
• Feature/Setting: SuiteScript or Saved Search + Workflow automator to initiate invoice generation and send via email.
4. QuickBooks Online
• API: Invoice.create endpoint; automates invoice population and dispatch upon order closure.
5. Xero
• API: POST /Invoices endpoint; automates invoice issuance based on accepted orders.
6. Zoho Books
• API: Create Invoice; configures automatedly to generate and send upon new sales confirmation.
7. FreshBooks
• API: Invoices.create; automates creation and automated email delivery.
8. Salesforce
• Feature: Process Builder/Flow automator triggering Invoice object creation and automated notification.
9. HubSpot
• API: Invoice creation via custom workflows; trigger when Deal moves to 'Closed-Won'.
10. Stripe
• API: Stripe Invoices API’s create && send_invoice; automates billing on transaction event.
11. Odoo
• Feature: Automated Actions ‘Invoice Creation’ on Sale Order Validation.
12. Wave
• API: Invoices > Create Invoice + Send Invoice endpoints; automates sending after payment.
13. Sage Business Cloud
• Feature: Sales workflow automation rule; triggers invoice after shipment confirmation.
14. SAP Business One
• Function: DI-API; automates A/R invoice draft/final creation with batch job after Delivery Note.
15. Intuit API
• API: automates invoice creation using the invoices endpoint upon fulfillment.
16. Integromat/Make
• Feature: Invoice Module; chain automation from eCommerce/ERP order source to email.
17. Shopify
• Shopify Draft Order API; automator triggers invoice email on new order.
18. WooCommerce
• Hook: woocommerce_order_status_completed; automate invoice generation plugin & email dispatch.
19. Magento
• REST API: POST /V1/invoices; automates invoice upon order state transition to processed.
20. Monday.com
• Integration: Automate invoice generation using Monday Automation Recipes when status changes.
21. Airslate
• Feature: Document workflow automation using Invoice Bot; automatedly sends invoice documents on event.
Benefits
4.1. Automates repetitive invoice tasks, saving polymer suppliers hours weekly.
4.2. Reduces invoice processing errors through standardized automation.
4.3. Enables automatable collections, payment reminders tied to invoicing.
4.4. Improves customer satisfaction with real-time, automated delivery.
4.5. Supports compliance with automated audit trails for each invoice action.
4.6. Scalable for any order volume, removing bottlenecks from manual processes.
4.7. Frees finance and sales teams for higher-value, non-automatable tasks.
4.8. Enhances cash flow with faster invoice cycles powered by automation.
This outlines how polymer suppliers in wholesale materials can strategically automate invoice creation and delivery using a wide set of configurable platforms and automator options.
Sales & Order Management