Invoice generation and dispatch after service completion

Purpose

1.1. Automate invoice generation and dispatch immediately upon completion of diesel engine repair services.
1.2. Automatedly pull service details, customer information, and parts used from job completion records.
1.3. Generate custom-branded, itemized PDF invoices for each customer based on service completion data.
1.4. Automate routing of invoices to accounts, CRM, and customers via preferred digital channels (email, SMS, API).
1.5. Accelerate payment cycles by automating retry logic, reminders, and delivery confirmation on dispatched invoices.

Trigger Conditions

2.1. Job status changes to "Completed" in service management system.
2.2. All parts and labor logged and verified as fulfilled in job card or digital work order.
2.3. Customer contact details and payment terms validated in CRM or ERP.
2.4. Optional: Final quality check or supervisor approval triggers invoice automation.

Platform variants

3.1. QuickBooks Online
• Feature: Create Invoice API — Automates invoice creation and dispatch to customer via email; sample: POST /v3/company/{companyId}/invoice

3.2. Xero
• Feature: Invoices API — Automator to push job details and automate PDF invoice sending; sample: POST /api.xro/2.0/Invoices

3.3. Zoho Books
• Feature: Sales Invoices — Automates invoice workflow by configuring /invoices API; sample: POST /invoices

3.4. FreshBooks
• Feature: Create Invoice Endpoint — Automated invoice module in FreshBooks API; sample: POST /accounting/account/{account_id}/invoices/invoices

3.5. SAP Business One
• Feature: Service Layer Invoice Service — Automates invoice generation and emailing; sample: POST /b1s/v1/Invoices

3.6. Microsoft Dynamics 365
• Feature: Create Sales Invoice API — Automatedly issues invoices from completed service orders; sample: POST /api/data/v9.0/salesinvoices

3.7. Oracle NetSuite
• Feature: Invoice REST API — Automator for automatic invoice creation and dispatch; sample: POST /record/v1/invoice

3.8. Wave Accounting
• Feature: Invoices GraphQL API — Automates invoice creation and email workflow; sample: mutation { invoiceCreate }

3.9. Odoo
• Feature: Account.invoice.create — Automates and dispatches invoices on service completion; sample: XML-RPC call

3.10. Stripe
• Feature: Invoicing APIs — Automate creation/sending of invoices and payment follow-up; sample: POST /v1/invoices

3.11. PayPal Invoicing
• Feature: Invoices API — Automated invoice generation and Pay Now link issuance; sample: POST /v2/invoicing/invoices

3.12. Square
• Feature: Create Invoice Endpoint — Automator sends digital invoices on job completion; sample: POST /v2/invoices

3.13. SendGrid
• Feature: Send Email API — Automatedly dispatches invoice PDFs to client email; sample: POST /mail/send

3.14. Twilio SendGrid
• Feature: Transactional Templates — Automate invoice dispatch with tracking; configure Automation Trigger for template ID

3.15. Mailgun
• Feature: Messages API — Automates sending attachments (PDF) to client inbox; sample: POST /v3/{domain}/messages

3.16. DocuSign
• Feature: Envelope Creation — Automates sending invoices requiring e-signature; sample: POST /v2.1/accounts/{accountId}/envelopes

3.17. Google Workspace Gmail API
• Feature: Send Message — Automatedly emails invoices to customer after service; sample: POST /users/me/messages/send

3.18. Slack
• Feature: chat.postMessage — Automates internal invoice notifications to finance teams; sample: POST /api/chat.postMessage

3.19. Salesforce
• Feature: Invoice Object/Automation — Automates record creation and auto-email workflow; use Process Builder or Flows

3.20. HubSpot
• Feature: Custom Workflows/Invoices — Automator for sending invoices post-service via contact workflow trigger

3.21. Smartsheet
• Feature: Automated Workflows — Automate row-based triggers on job completion, sending invoices as attachments

3.22. Pabbly
• Feature: Invoice Generator and Auto-Dispatch — Automates invoice creation from service data; POST /api/invoice

3.23. Trello
• Feature: Power-Up & Automation — Card moves to "Completed" automates invoice workflow via Butler or webhooks

Benefits

4.1. Automates administrative work, reducing manual errors and invoice delays.
4.2. Improves cash flow with automated, instant invoice delivery and reminders.
4.3. Ensures compliance with audit trails of automatedly dispatched invoices.
4.4. Enhances customer experience through automated, professional communications.
4.5. Frees staff from repetitive invoice management, enabling scalable service operations via automation.