Orders sync to billing, invoices and receipts are issued automatically, and periodic reports land in the inbox — with zero manual data entry.
Typical results
300+ hrs
admin hours saved per year
100%
of invoices issued the moment an order is confirmed
~0
billing errors once live
24/7
books kept current, no month-end scramble
Figures reflect typical results for this kind of automation.
The challenge
Every order was re-entered by hand into billing, invoices were issued one by one, and month-end reporting swallowed entire days.
Before and after
Admin hours on billing per month
−87%Days to produce month-end reports
−83%Billing errors per month
−100%The automation
The order flow now connects directly to billing: invoices and receipts are issued automatically the moment an order is confirmed, and periodic reports are generated and emailed on a schedule.
How it works
- 01
Order confirmed
A confirmed order in the store kicks off the flow — no one re-types anything.
- 02
Synced to billing
Order details flow straight into the billing system the moment they are final.
- 03
Invoice and receipt issued
Documents are generated and sent to the customer automatically.
- 04
Reports on schedule
Periodic reports are generated and emailed on a fixed cadence — no exports, no spreadsheets.
- 05
Books always current
Month-end stops being an event; the numbers are already there.
Starts from
- Orders
Delivers
- Invoices
- Reports
The impact
Hundreds of admin hours a year disappeared, billing errors dried up, and the books are always current.
Questions about this automation
Which store and billing systems can this connect?
It works with most online stores, POS systems and invoicing or accounting software that offer an API, such as Shopify or WooCommerce on the sales side and common local billing tools. Each confirmed order maps to a customer, line items, VAT and payment method in the billing system, so nothing is retyped.
What happens when an order is edited, canceled or refunded?
Changes after confirmation are picked up as their own events. An edit made before the invoice is final updates the draft, and a cancellation or refund issues a matching credit note in the billing system. Each document links back to the original order, so the books and the store stay in agreement.
Which reports are sent, and how often?
The usual set is a daily or weekly sales summary and a month-end report with revenue, VAT, payment methods and open balances, delivered by email as a PDF or a Google Sheets link. The cadence and the recipients are agreed up front. Simple automations like this are usually live within days.