Automatic invoice generation and delivery

Purpose

1.1 Automate the entire process of generating invoices automatically upon order completion, including data collection, validation, template application, and PDF creation.
1.2 Automatedly attach and deliver invoices to customers via email or chosen channels, ensuring invoice details like itemized products, taxes, and totals are accurately reflected.
1.3 Automating compliance with regional tax and accounting standards, and maintain digital records for audit trails and reconciliation.
1.4 Automate status updates to sales and management dashboards when invoices are generated and delivered.

Trigger Conditions

2.1 Automated invoice generation when a sales order is marked "fulfilled," "paid," or moves to "completed" status in the ERP or order management system.
2.2 Automatedly triggered by API call from the e-commerce platform when a new transaction is finalized.
2.3 Manual trigger via back-office dashboard for custom or offline orders.
2.4 Scheduled batch invoice automation for recurring or consolidated orders.

Platform Variants

3.1 SAP Business One
• API: /InvoicesService_Generate
• Setting: Connect to SalesOrder closure event, automate invoice PDF output.

3.2 QuickBooks Online
• Feature: CreateInvoice API
• Setting: Trigger using new payment event, automation sends invoice PDF.

3.3 Xero
• Function: POST /Invoices API
• Setting: Automator watches for new bills, automatedly delivers invoice file.

3.4 Microsoft Dynamics 365
• Function: Invoice.Create in Sales module
• Setting: Automate workflow for new completed sales order.

3.5 Zoho Books
• API: salesorders/:id/converttoinvoice
• Setting: Automate conversion and automated attachment to email notification.

3.6 FreshBooks
• API: POST /invoices
• Setting: Automator triggers on new payment confirmation.

3.7 Odoo
• Function: Automation via server actions on order confirmation
• Setting: Automated generation and delivery via Email Templates.

3.8 Stripe
• API: /v1/invoices/create
• Setting: Connect webhook on new payment received, automate invoice send.

3.9 Shopify
• API: Order Fulfillment Webhook
• Setting: Automated third-party invoice service integration on order close.

3.10 HubSpot CRM
• Workflow: Create invoice automation
• Setting: Triggered when deal stage changes to “Closed Won.”

3.11 Salesforce
• Process Builder/Flow: Invoice Object
• Setting: Automate PDF invoice after Opportunity closure.

3.12 WooCommerce
• Plugin: PDF Invoices Automation
• Setting: Auto-generate invoice after payment completion.

3.13 MYOB
• API: POST /Sale/Invoice/Item
• Setting: Automate on recorded sale or payment event.

3.14 Oracle NetSuite
• Workflow: Transaction Approval
• Setting: Automated invoice sent on sales order approved.

3.15 Intuit Mailchimp Transactional
• Feature: Automated emails with PDF attachment
• Setting: Configure trigger from external invoice generator.

3.16 SendGrid
• API: Send Email with attachment
• Setting: Automate email delivery of invoice PDF on completion.

3.17 Gmail API
• Function: Automated email send with PDF
• Setting: Bot attaches generated invoice and delivers instantly.

3.18 Slack
• API: File upload
• Setting: Automated invoice notification posted to finance channel.

3.19 Google Drive
• API: Files.create
• Setting: Store automated invoice copy in customer folder.

3.20 Dropbox
• API: /files/upload
• Setting: Automated storage and sharing of invoice PDFs per client.

Benefits

4.1 Automates routine sales admin, reducing manual data entry and invoicing errors.
4.2 Improved compliance, auditability, and faster payment cycles through real-time automated delivery.
4.3 Automating customer experience by ensuring timely, accurate communication.
4.4 Frees sales and office staff for higher-level tasks through near-instant invoicing automation.
4.5 Enables scalable order-to-invoice workflows for growing wholesale business operations.