Machine Overview

• Machine Name : Wave Invoice Send
• Title : Wave Invoice Send
• Short Description :
  This machine automates the process of delivering generated invoices to clients via Gmail. It retrieves invoice PDFs and client email addresses from the structured JSON data and securely sends the invoices as attachments.
• Detail Description : This machine is responsible for automating the delivery of generated invoices to clients via Gmail. It takes sender email credentials as input, including the sender’s email address and app password, ensuring secure authentication before sending emails. This eliminates the need for manual intervention and enhances security by using an app password instead of a regular password. Once authenticated, the machine retrieves the invoice PDFs and associated client email addresses from the structured JSON data. It ensures that each invoice is correctly matched to the respective client, preventing misdelivery. The machine then composes an email with a predefined subject and message, attaches the invoice, and sends it via the sender’s Gmail account. To enhance reliability, the machine handles email delivery errors such as invalid addresses or failed connections, logging any issues for review. It supports batch email processing, allowing multiple invoices to be sent efficiently in a single operation. By automating invoice delivery, this machine improves workflow efficiency, ensures timely payments, and reduces human effort. It provides businesses with a seamless and scalable solution for handling invoicing communications, ensuring clients receive their invoices promptly and securely.
• Machine Document : -

Classification

• Industry : IT
• Category : Wave
• Sub Category : -

Compatibility and Dependencies

• Dependent Machines : -
• Compatible Machines : -
• Version : 1.0.3

Specifications

• Input Specification : Download

  Email configuration details used for sending emails via an authenticated account.

  • Sender Email Address (String): abc@gmail.com
  • App Password (String): abcd efgh ijkl mnop
  • Subject (String): This is Subject
  • Body (String): This is body
  • Company (String): ABCD
• Output Specification : Download

  Sends invoice PDFs to respective clients and tracks email delivery status.

  • Status (Array): A list of objects with details about downloaded invoices and associated customer information.
    • File Name (String): Name of the downloaded invoice file.
    • File Path (String): The file system path where the file is stored after download.
    • Customer Email (String): Email ID of the customer to whom the invoice belongs.
    • Invoice Number from Sheet (String): Invoice number retrieved from the Excel sheet.
    • Customer Name (String): Name of the customer.
    • Customer Phone (String): Phone number of the customer.
    • Invoice Date (String): Date the invoice was generated.
    • Due Date (String): The due date for the invoice payment.
    • Total Amount (String): Total amount of invoice
    • Currency Code (String): Currency code of invoice
    • Invoice ID (String): A unique identifier for the invoice.
    • Invoice Number (String): The formatted invoice number.
    • Invoice URL (String): Direct URL to access or view the invoice.
    • Email Status (String): Indicates whether the email has been successfully sent or not.

Infrastructure Requirement

• OS Requirement : Linux
• CPU : 1
• Cloud : AWS
• RAM : 2Gi

Usage Stats

• Total OnBoarded : -
• Active OnBoarding : -