Automate Professional Invoice Generation with HTML to PDF
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Streamline your billing process by automatically converting detailed invoice data into beautifully formatted PDF documents. This workflow ensures professional-looking invoices are generated instantly, saving you time and reducing manual errors.
About This Workflow
This n8n workflow empowers businesses to automate the creation of professional invoices. It takes structured data, including customer and sender information, itemized details, and quantities, and transforms it into a visually appealing HTML invoice. The HTML is then rendered into a high-quality PDF document, ready to be sent to clients. The Set data node initializes key invoice parameters. The Preprocess node intelligently formats this data into HTML-compatible strings for customer and sender details, and dynamically generates table rows for each line item, calculating subtotals. Finally, the HTML to PDF node leverages an elegant HTML template with integrated CSS to style the invoice, ensuring a polished and branded output. This solution significantly enhances operational efficiency for any business requiring regular invoicing.
Key Features
- Dynamic PDF Generation: Automatically create professional PDF invoices from your data.
- Customizable HTML Templates: Design your invoices with a fully customizable HTML and CSS template.
- Data Transformation: Intelligently preprocess and format your invoice details for optimal presentation.
- Efficient Data Handling: Processes line items and calculates totals automatically.
How To Use
- Configure 'Set data' Node: Populate the 'Invoice No', 'Bill To', 'From', and 'Details' fields with your invoice's core information. Ensure the 'Details' are in the specified array format (description, price, qty).
- Review 'Preprocess' Node: The provided JavaScript code automatically processes the data from the 'Set data' node, formatting addresses and creating HTML table rows for each item. It also calculates the total amount.
- Customize 'HTML to PDF' Node: The
htmlInputparameter contains the HTML template. You can modify the CSS for branding and adjust the HTML structure to match your specific design requirements. Ensure the placeholders{{ $('Set data').item.json['Invoice No'] }},{{ $json.bill_to }},{{ $json.from }},{{ $json.details }}, and{{ $json.total }}correctly reference the processed data. - Set Credentials: Ensure you have configured the 'CustomJS account' credentials for the 'HTML to PDF' node.
Apps Used
Workflow JSON
{
"id": "c7011e46-b222-47f9-9cf5-1d0ff7da863c",
"name": "Automate Professional Invoice Generation with HTML to PDF",
"nodes": 5,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
Get This Workflow
ID: c7011e46-b222...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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