Invoice generation and automatic delivery

Purpose

1.1. Automate generating official invoices for Mahjong house game sessions, room rentals, memberships, and snack bar purchases, minimizing manual effort.
1.2. Automatically deliver invoices by email, SMS, or client portal, ensuring timely and professional communication with players, customers, or partners.
1.3. Standardize invoice formats, track payment statuses, and automate synchronization with accounting systems for streamlined financial management.

Trigger Conditions

2.1. Reservation completion for Mahjong tables or rooms.
2.2. Closure of game session with registered participants and totals.
2.3. Payment confirmation at POS or via online payment processors.
2.4. Scheduled monthly/weekly billing for VIP members and long-term players.
2.5. Manual invoice request by staff or customer through web or app interface.

Platform Variants

3.1. Stripe
- Feature/Setting: Invoice API — configure to create invoice upon payment or booking.
3.2. Square
- Feature/Setting: Automated Invoices — set to trigger on sale completion in POS.
3.3. QuickBooks Online
- Feature/Setting: Invoices endpoint — automate invoice creation via API for all paid Mahjong sessions.
3.4. Xero
- Feature/Setting: Create Invoice API — automate billing for table reservations with contact info sync.
3.5. Zoho Books
- Feature/Setting: Invoice Module API — auto-issue invoice when payment is accepted.
3.6. FreshBooks
- Feature/Setting: Create & Send Invoice — automate after game record is closed.
3.7. SendGrid
- Feature/Setting: Email API — automate invoice PDF delivery email after invoice generation.
3.8. Twilio
- Feature/Setting: Programmable SMS — automate invoice delivery via SMS with secure link.
3.9. PayPal
- Feature/Setting: Invoicing API — automate creation and send invoice after online payment.
3.10. Wave
- Feature/Setting: Invoice Creation — trigger automated invoice on financial transaction completion.
3.11. SAP Concur
- Feature/Setting: Invoice Management — automate batch invoice generation for tournament events.
3.12. Sage Business Cloud
- Feature/Setting: Invoice Entry API — automate recurring membership billing.
3.13. Microsoft Dynamics 365
- Feature/Setting: Sales Invoices API — automate invoice sync with guest reservations database.
3.14. Oracle NetSuite
- Feature/Setting: Invoice Record — automate invoice issue for scheduled or one-off services.
3.15. HubSpot
- Feature/Setting: Workflows & Invoices — automate follow-up invoice reminders.
3.16. Zoho CRM
- Feature/Setting: Automated Workflows — auto-assign invoice tasks on customer transaction.
3.17. Salesforce
- Feature/Setting: Process Builder / Flow — automate invoice objects from opportunity close.
3.18. Monday.com
- Feature/Setting: Automations — auto-trigger invoice item creation on status update.
3.19. Airtable
- Feature/Setting: Automation Scripts — automate data export for templated invoice generation.
3.20. Google Workspace
- Feature/Setting: Google Sheets + Apps Script — automate template-based invoice creation from booking logs.

Benefits

4.1. Automates financial back-office, reducing errors and saving staff time.
4.2. Accelerates cash flow with instant or scheduled automated invoicing and delivery.
4.3. Ensures consistent branding and regulatory compliance with automated document templates.
4.4. Supports audit trails and reporting through automation of all invoice records.
4.5. Improves customer satisfaction with prompt, automated and error-free documents.
4.6. Maximizes efficiency by integrating invoice automation with payment and membership systems.