POS & Billing Automation

Main Use Cases:

1. Automatically generate invoices when a new POS order is received.
2. Convert order data into a PDF invoice.
3. Upload the invoice to Google Drive for record-keeping.
4. Send the invoice to customers via WhatsApp using Twilio.
5. Update order status in Google Sheets after sending.

How It Works:

This workflow streamlines POS order processing by automating invoice generation and delivery to customers.

1. Google Sheets Trigger

• The workflow starts when a new POS order is added in Google Sheet.

2. Invoice Generation (Code + PDF Node)

• Converts the order details into a dynamic HTML invoice.
• Generates a PDF version of the invoice ready to share.

3. Upload to Google Drive

• The PDF invoice is uploaded to a specified Google Drive folder for archival.

4. Send Invoice via WhatsApp

• Sends the invoice PDF to the customer using WhatsApp API.
• Message is personalized with the customer's name and order details.

5. Update Order Status in Google Sheets

• Marks the order as Invoice Sent in Google Sheets.
• Keeps records synchronized for reporting and tracking.

Streamline POS Operations with Automated Invoicing:

Automating POS order invoicing reduces manual work, prevents errors, and ensures customers receive timely receipts. Combine this workflow with our AI-Powered Automation Solutions for Retail to improve efficiency, customer satisfaction, and record-keeping.