creating invoices from creator

creating invoices from creator

I'm not a developer but fairly technical. Is there a tutorial regarding how to do the following
1 - I have a Customer file
2 - I have a file that has all items we sell and prices related

I also have ZOHO Invoices setup in a way that integrates with Authorize.net (our gateway).

How do I tie this all together so something as easy as the following can be done.

1) An employee can pull up a customer, apply detail items to it, generate an invoice, and email it to the customer, who can then pay it through our gateway

2) Based on a date, run a process that creates invoices for all customers that have a cerain flag set (Customer Type). This would create a set of bulk invoices that can be managed then sent out.

A tutorial on this would be a fine answer. I just wanted to get out the details of what I'm trying to do.