Create and send invoice copies to customers and accountants

Purpose

1.1. Automate creation and delivery of invoice copies to customers and accountants for electric scooter sales and repairs.
1.2. Automatedly ensure all financial transactions are centrally logged and sent for compliance, reporting, and bookkeeping.
1.3. Automate timeliness and accuracy for tax records, customer satisfaction, and real-time financial reporting.
1.4. Automating follow-ups for payment and preventing loss of invoice-related documentation.

Trigger Conditions

2.1. New sale registered in POS or ERP system.
2.2. Payment confirmation or billing event detected.
2.3. Invoice status updated to "issued", "paid", or "overdue".
2.4. Scheduled batch trigger (daily, weekly) for outstanding invoices.

Platform Variants

3.1. QuickBooks Online
• API: Create and Send Invoice – automates generation and emailing on new sale event.
3.2. Xero
• Endpoint: POST /Invoices and Email Invoice – automates PDF creation and dispatch.
3.3. Zoho Books
• Function: sendInvoiceViaEmail – automates bill copy sending to contacts and accountant.
3.4. FreshBooks
• API: Invoice.sendEmail – automates emailing out sales bills when marked issued.
3.5. Sage Intacct
• API: ARINVOICE – automates invoice object creation and email delivery to defined addresses.
3.6. Wave Accounting
• API: Send Invoice – automates outreach for completed invoice via automation triggers.
3.7. Microsoft Dynamics 365
• Flow: Power Automate "Create invoice" & "Send email" – automates multi-recipient dispatch.
3.8. Stripe
• Endpoint: invoice.sendInvoice – automates transactional invoice sending on paid event.
3.9. Square
• Webhook: Invoice.created + Email delivery – automates email when invoice created in retail workflow.
3.10. NetSuite
• SuiteScript/REST: Record.create Invoice; Email.send – automates dispatch to customer and accountant.
3.11. SAP Business One
• Service Layer: POST Invoices + EmailAction – enables automated invoice creation and sending.
3.12. Odoo
• XML-RPC/REST: account.move message_post – automates sending invoice PDF to all parties.
3.13. SAP S/4HANA
• BAPI_ACC_DOCUMENT_POST + workflow to Send via Email – automates finance doc distribution.
3.14. Intuit Mailchimp Transactional (Mandrill)
• API: messages/send – automates sending invoice attachment from accounting integrations.
3.15. Gmail API
• API: users.messages.send with PDF attachment – automated invoice distribution to emails.
3.16. Outlook365
• Microsoft Graph sendMail – automates outgoing invoice, includes accountants via CC.
3.17. SendGrid
• API: Mail Send with dynamic templates – automates branded invoice dispatch, includes multiple recipients.
3.18. DocuSign
• Envelope Creation API – automates sending invoice PDFs for e-sign or acknowledgment.
3.19. Dropbox
• API: files.upload + share_link – automated upload+shared invoice link to customer/accountant.
3.20. Google Drive
• API: Files.create + send sharing notification – automates invoice availability and sharing.
3.21. Slack
• chat.postMessage or files.upload – automates notification to internal finance/accounting channels with invoice copy.
3.22. Trello
• API: cards.addAttachment – automates invoice attachment for audit tracking on finance boards.

Benefits

4.1. Automates reduction of manual errors and speeds invoice lifecycle.
4.2. Enables automated multi-party financial transparency and reporting for electric scooter retail.
4.3. Save staff time via automating repetitive creation, dispatch, and logging.
4.4. Enhances compliance and accountant collaboration through instant, automated invoice delivery.
4.5. Provides automatable audit trails for all invoice-related actions and records.