Invoice generation and delivery involves manually collecting customer and order data from multiple systems, entering it into accounting software, and sending invoices to customers. This repetitive, error-prone process consumes significant staff time and delays cash flow.
Automation extracts data from order and customer systems, creates invoices automatically, and delivers them to customers based on the rules. the team focuses on exceptions and customer relationships instead of data entry.
The full workflow, from trigger to completion.
An order status changes to 'ready to invoice' or a service delivery is marked complete in the order management system or.
The automation retrieves customer details, billing address, email, and agreed payment terms or the accounting system, and pulls order line items and pricing.
The automation creates a new invoice with all customer and line item data, sets the due date based on payment terms, and applies any company-specific notes.
The automation downloads the generated invoice PDF for attachment.
A decision node checks whether auto-send is enabled for this customer or order type.
If auto-send is enabled, the automation sends the invoice PDF to the customer email address with a standard payment instruction message and payment portal link.
The automation records the invoice number, customer name, amount, and send date and marks the order as invoiced in the system to prevent duplicates.
The automation sends a summary notification to the finance team confirming the invoice was created and sent, with a link to the invoice record.
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