Automate Invoice Generation and Delivery with JSReport and n8n
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Effortlessly generate professional PDFs and send them via email. This workflow connects a user-friendly form with the power of JSReport for automated document creation and seamless delivery.
About This Workflow
This n8n workflow automates the entire invoice generation and delivery process. It begins with a user-friendly form where you can input crucial billing details for your invoices. Once submitted, the data is sent to JSReport, a powerful tool for creating reports and documents. JSReport transforms your data into a polished PDF invoice. Finally, the generated PDF invoice is automatically attached to an email and sent to the designated recipient, streamlining your billing operations and saving valuable time. This solution is ideal for businesses looking to digitize and automate their invoicing procedures.
Key Features
- Intuitive Form Input: Easily capture invoice details through a simple web form.
- Dynamic PDF Generation: Leverage JSReport to create professional, customized PDF invoices.
- Automated Email Delivery: Send generated invoices directly to clients via email.
- Customizable Templates: Adapt JSReport to match your brand and invoice requirements.
How To Use
- Set up the Form Trigger: Configure the
Form Invoicenode with desired form fields like buyer details and item information. - Connect to JSReport: In the
Get PDF From JSReportnode, ensure your JSReport API URL and authentication are correctly set. ThejsonBodyparameter is pre-configured to accept data from the form and structure it for JSReport. - Configure Email Sending: Set up the
Send invoicenode with your Gmail account credentials and define the recipient, subject, and a basic message. - Link Nodes: Connect the output of the
Form Invoiceto the input ofGet PDF From JSReport, and the output ofGet PDF From JSReportto the input ofSend invoice.
Apps Used
Workflow JSON
{
"id": "7814bc97-3804-4c04-8dff-cd627e23a7a6",
"name": "Automate Invoice Generation and Delivery with JSReport and n8n",
"nodes": 12,
"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.
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ID: 7814bc97-3804...
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