Automated invoice generation & delivery

Purpose

 1.1. Automate creation and delivery of sales invoices for AC units and services post-purchase.
 1.2. Reduce manual errors, improve processing speed, and enable real-time invoice tracking.
 1.3. Ensure compliance, consistent branding, and timely invoicing for both online and in-store transactions.
 1.4. Seamless integration with inventory, accounting, and CRM systems to auto-populate invoice details.
 1.5. Deliver invoices via email, SMS, or customer portals for faster payment cycles and improved customer experience.

Trigger Conditions

 2.1. Order status changes to "Completed" in POS/E-commerce platform.
 2.2. Payment confirmation received from online gateway.
 2.3. Manual trigger by sales rep after service is rendered.
 2.4. Scheduled batch processing for daily/weekly invoicing.
 2.5. Receipt of signed digital work-order for installation services.

Platform Variants

 3.1. QuickBooks Online
  - Feature/Setting: Invoice API; use Sales Receipt endpoint to generate and email invoice automatically.

 3.2. Xero
  - Feature/Setting: Accounting API; connect "Create Invoice" action with order closure event.

 3.3. Zoho Books
  - Feature/Setting: Sales Invoice API; trigger from new deal or payment confirmation.

 3.4. FreshBooks
  - Feature/Setting: Create Invoice endpoint; map order data, enable automatic email delivery.

 3.5. Microsoft Dynamics 365
  - Feature/Setting: Sales Order workflow; automate invoice creation and PDF email on fulfillment.

 3.6. SAP Business One
  - Feature/Setting: DI API Invoice function; link to order processing status for instant generation.

 3.7. Salesforce
  - Feature/Setting: Billing/CPQ automated invoice flow; configured to send upon opportunity closure.

 3.8. Oracle NetSuite
  - Feature/Setting: SuiteScript/Add Transaction; auto-generate invoice on sales order approval.

 3.9. Shopify
  - Feature/Setting: Order Fulfillment webhook plus third-party invoicing app API for invoice dispatch.

 3.10. WooCommerce
  - Feature/Setting: Webhook on order completion; integrate with Invoice PDF plugin or API.

 3.11. MYOB
  - Feature/Setting: Add Invoice API operation; automate with status change from order pipeline.

 3.12. Sage Business Cloud
  - Feature/Setting: API Sales_Invoices endpoint; push new invoice on order finalization.

 3.13. Intuit Invoice with PayPal
  - Feature/Setting: PayPal Invoicing API; create and send invoice upon transaction complete event.

 3.14. Square
  - Feature/Setting: Invoices API; automate invoice creation when a new sale is logged in POS.

 3.15. Stripe
  - Feature/Setting: Invoicing API; auto-generate and email invoice on payment confirmation.

 3.16. Google Workspace (Apps Script)
  - Feature/Setting: Auto-generate Google Doc invoice and send via Gmail trigger.

 3.17. Outlook 365
  - Feature/Setting: Power Automate flow to generate invoice PDF and email to customer.

 3.18. HubSpot
  - Feature/Setting: Workflow automation post-sale; connect to invoice generation add-on.

 3.19. Monday.com
  - Feature/Setting: Automation to trigger invoice creation via integration with third-party invoicing tools.

 3.20. Odoo
  - Feature/Setting: Sales automation; auto-create invoice from closed order and email to client.

Benefits

 4.1. Eliminates manual data entry and accelerates billing cycles.
 4.2. Reduces human error—ensures invoice accuracy and timely delivery.
 4.3. Enables multi-channel delivery—customers receive invoices by preferred contact method.
 4.4. Ensures correct tax, discount, and warranty calculations every time.
 4.5. Supports analytics—real-time data for accounts receivable and sales reporting.
 4.6. Improved customer experience—faster, more professional invoice communications.
 4.7. Strengthened compliance and auditability—automatic records logging.
 4.8. Seamless integration across POS, CRM, and accounting platforms for end-to-end automation.