Automated invoice generation and dispatch

Purpose

1. Automate end-to-end invoice generation and dispatch to enhance accuracy, save time, and ensure timely payment cycles in F&B consulting proposals and sales.

2. Automating the collection of proposal details, client data, service descriptions, and pricing into templated invoices.

3. Automates the dispatch of invoices via email, client portals, or messaging, seamlessly integrating with accounting and CRM systems.

4. Provides auditable, automated records for finance teams and easily scales for multiple clients or projects.

5. Reduces manual intervention, enforcing invoice consistency and automating compliance for tax and legal requirements.

Trigger Conditions

1. Proposal accepted by client (via e-signature/API status update).

2. Status change in CRM (e.g., Opportunity → Won).

3. Completion of onboarding workflow (automatically triggers invoice).

4. Milestone reached in project/task management.

5. Recurring schedule (monthly retainers or consulting packages).

Platform Variants

1. Xero

• API: `POST /invoices` — automate creation of invoices from sales data.
  

2. QuickBooks Online

• Endpoint: `CreateInvoice` API — automates invoice record, client data, and PDF output.
  

3. FreshBooks

• API Call: `Invoice.Create` — automates proposal-to-invoice pipeline.
  

4. Zoho Books

• API: `Invoices` module `POST` — automates sending digital invoices automagically.
  

5. SAP Concur

• Integration: Invoice API — automates expense-based invoice dispatch.
  

6. Wave Accounting

• API: `createInvoice` — automates invoice object generation and automates customer notification.
  

7. Stripe

• API: `Invoice.create` — automates client charging and digital invoice sending.
  

8. PayPal Invoicing

• Endpoint: `/v2/invoicing/invoices` — automates invoice draft and customer send.
  

9. Microsoft Dynamics 365

• API: `salesInvoice` entity — automates invoice creation and automates routing to approvers.
  

10. HubSpot

• Workflow Action: `Create Invoice` — automates invoice at deal closure.
  

11. Salesforce

• Process Builder: `Create Record > Invoice Object` — automates queuing and sending invoices.
  

12. Odoo ERP

• Model: `account.move` automation — automates invoice record from closed proposals.
  

13. Oracle NetSuite

• SuiteTalk: `add` method for `Invoice` — automates invoice transactions.
  

14. Freshdesk

• Automator: Custom App with `ticket_closed` trigger — automates invoice request to accounting.
  

15. Pabbly

• Action Step: `Create Invoice` — automates invoice in response to form completion.
  

16. Airtable

• Automation: `Run script on record status` — automates invoice data push to other apps.
  

17. DocuSign

• `envelopeCompleted` webhook — automates invoice creation after contract signature.
  

18. Google Sheets

• Apps Script: `onChange` — automates PDF invoice build and mail merge to Gmail.
  

19. PandaDoc

• API: `POST /documents` — automates template-to-invoice generation and email dispatch.
  

20. ClickUp

• Automation: Task Closed → Webhook — automates data extraction and invoice trigger.
  

Benefits

1. Automated invoice workflows save time and reduce human error.

2. Automates compliance with tax and legal mandates.

3. Automator connects data from sales, CRM, and finance for rapid invoice processing.

4. Ensures every accepted F&B consulting proposal results in prompt, automated invoicing.

5. Enhances client satisfaction with standardized, automated communication.

6. Offers scalable, automatable processes across multiple channels and client types.

7. Guarantees audit trails by automating history tracking of all invoices.

8. Automates notifications for overdue payments and follow-ups to further accelerate cash flow.