Automated invoice generation and delivery to customers

Purpose

1.1. Automate generation and electronic delivery of invoices for alternator orders in wholesale automotive electrical parts, ensuring accuracy, compliance, and reducing manual effort.
1.2. Eliminate human error, accelerate cash flow, maintain real-time visibility, support customer record-keeping, enable audit trails, and provide seamless integration with sales, ERP, and financial systems.
1.3. Support multi-format invoicing (PDF, UBL, XML), multilingual/multicurrency outputs, and custom branding as per client/region.
1.4. Fulfill regulatory, tax, and digital archiving requirements for automotive B2B sectors.

Trigger Conditions

2.1. New order marked as fulfilled/ready in business system (ERP, CRM, WMS).
2.2. Payment status update or goods dispatched notification.
2.3. Scheduled trigger for recurring B2B clients.
2.4. Reception of sales confirmation API event.

Platform Variants

3.1. Salesforce
• Feature/Setting: “Process Builder/Flow” to detect closed-won deals, trigger outbound message to invoice generation app.
3.2. Microsoft Dynamics 365
• Feature/Setting: “Power Automate Flow” to extract order info & create invoice via ‘Invoices’ API.
3.3. SAP S/4HANA
• Feature/Setting: “Output Management” with BAdI for custom invoice document; IDoc outbound config.
3.4. QuickBooks Online
• Feature/Setting: “Create Invoice” endpoint of “Accounting API”; configure Delivery via Email setting post-creation.
3.5. Xero
• Feature/Setting: “Create Invoice” REST API; “Email Invoice” action flag on POST.
3.6. NetSuite
• Feature/Setting: “SuiteScript” workflow on Sales Order; call ‘Invoice Creation’ Suitelet, use Email API for sending.
3.7. Zoho Books
• Feature/Setting: “Invoice API – Create” method; automated email via ‘send’ parameter.
3.8. FreshBooks
• Feature/Setting: “Invoices – POST” API; deliver via “send by email” endpoint.
3.9. Odoo
• Feature/Setting: “Automated Actions” to trigger invoice generation; built-in email templating.
3.10. Sage Intacct
• Feature/Setting: “Smart Rules” upon order completion; use ‘AR Invoice’ object, trigger email delivery.
3.11. Stripe
• Feature/Setting: “Invoice API – create and send_invoice” functions, template selection via metadata.
3.12. Square
• Feature/Setting: “Invoices API – CreateInvoice”, “PublishInvoice” with email configuration.
3.13. WooCommerce
• Feature/Setting: “Order Completed” webhook; plugin or REST API for invoice PDF & email automation.
3.14. Shopify
• Feature/Setting: “Order fulfillment” webhook, app like “Order Printer”, automated email dispatch.
3.15. Magento
• Feature/Setting: “Sales Order Invoice” creation event; email template with PDF attachment, triggered via observer.
3.16. SendGrid
• Feature/Setting: “Transactional Templates” for invoice PDF, “Mail Send API” for delivery.
3.17. Mailgun
• Feature/Setting: “Send Message” API with dynamic attachments for PDFs.
3.18. DocuSign
• Feature/Setting: “Envelopes: Create and Send” API for invoice requesting signature/acknowledgement.
3.19. Google Workspace (Apps Script)
• Feature/Setting: “onFormSubmit” or HTTP trigger, generate Google Doc invoice, send via Gmail API.
3.20. Zapier
• Feature/Setting: “Zap” from new order trigger; “Create & Email Invoice” action to target accounting app/API.
3.21. AWS SES
• Feature/Setting: “SendRawEmail” for custom-branded invoice dispatch via API.

Benefits

4.1. Faster cash collection, improved business liquidity.
4.2. Reduced manual effort, fewer errors, better audit trails.
4.3. Enhanced customer experience, customizable templates.
4.4. Full regulatory and tax compliance; digital archiving.
4.5. Scalable integration with multiple sales and ERP platforms.