Automated invoice generation and sending

Purpose

1.1. Automate invoice generation and sending for dirt suppliers in construction material wholesale, ensuring rapid, accurate, and consistent billing.
1.2. Automator eliminates manual entry, reduces human error, and accelerates accounts receivable.
1.3. Automated system streamlines transaction tracking, enhances client professionalism, and supports cash flow management.
1.4. Automatedly integrates payment reminders and reconciliations, minimizing paperwork.

Trigger Conditions

2.1. New sales order entry in ERP or inventory system.
2.2. Customer delivery confirmation or proof of delivery upload.
2.3. Completion of work order or dispatch closure for a dirt consignment.
2.4. Scheduled batch invoice run (daily/weekly/monthly) automates regular clients.
2.5. Customer data update or project handover triggers automatable invoicing workflow.

Platform Variants

3.1. QuickBooks Online
• Feature: “Create Invoice” API – Configure automator to auto-fill and send invoice post-sale.
3.2. Xero
• Feature: “Invoices Endpoint” – Automatedly map order data to invoice fields for instant generation.
3.3. NetSuite
• Feature: “Invoice Record” SOAP/REST API – Automate invoice creation when sales order is complete.
3.4. Zoho Books
• Setting: “Auto Invoice” – Automator applies invoice templates and triggers email to customers.
3.5. FreshBooks
• Function: “Create and Send Invoice” – Automated invoice draft triggers on delivery status change.
3.6. Sage Business Cloud
• Feature: “Invoices” API – Automate sending invoice PDFs using customer contact trigger.
3.7. Microsoft Dynamics 365
• Endpoint: “Sales Invoices” – Automates generation and workflow assignment for dirt supply.
3.8. Odoo
• Setting: “Automated Actions” – Schedule or conditionally trigger invoice PDF creation and email.
3.9. SAP Business One
• API: “DI API Invoice” – Automator posts payable and sends e-invoice via configured email.
3.10. Stripe
• Resource: “Invoice Object” – Automates invoice issuance upon successful order processing.
3.11. Bill.com
• Feature: “API Create Invoice” – Automated workflow receives order data and generates PDF.
3.12. Oracle Cloud ERP
• API: “Receivables Invoices” – Automator creates and dispatches e-invoice post transaction.
3.13. Wave
• Endpoint: “Invoices API” – Automates dirt sales invoice with due date and item lines.
3.14. PayPal Invoicing
• Function: “Create and Send Invoice” – Automated invoice for confirmed orders in dirt supply.
3.15. Intuit API
• Resource: “Invoice” – Automated invoice creates upon sales entry and emails via customer profile.
3.16. SendGrid
• Setting: “Dynamic Templates” – Automator attaches invoices and custom message, auto-emailing.
3.17. Twilio SendGrid
• Feature: “Transactional Email” – Automatedly sends invoices as PDF attachment to clients.
3.18. Google Workspace (Gmail API)
• Function: “Send Message” – Automates email invoice with branded template as soon as PDF is ready.
3.19. Salesforce
• Feature: “Automated Apex Triggers” – Generates and emails invoices on opportunity close.
3.20. HubSpot
• Workflow: “Deal Stage Automation” – Sends invoice from template upon reaching ‘Closed Won’.

Benefits

4.1. Automated invoicing accelerates cash flow, reduces manual mistakes, and speeds up collections.
4.2. Automation improves customer experience with prompt, accurate, and branded documentation.
4.3. Automating this process standardizes financial operations for scalability and auditability.
4.4. Automatable process reduces human workload, freeing staff for higher-value tasks.
4.5. Automatedly tracks and logs all invoice activity for compliance and reporting.