Automated Invoice Generation with Professional PDF Output
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Streamline your billing process with this n8n workflow that automatically generates professional, branded PDF invoices from your data. Ensure timely and accurate invoicing for your clients.
About This Workflow
This n8n workflow automates the creation of sophisticated PDF invoices, transforming raw data into visually appealing and professional documents. It starts by structuring your invoice details, including customer information, company details, and itemized charges. The core of the workflow leverages a powerful HTML-to-PDF node to render a customizable invoice template. This template is designed with a modern aesthetic, featuring clear sections for billing information, itemized breakdowns with quantities and prices, and a clear total amount. A dedicated footer provides essential contact information and a thank you message. The entire process is configurable, allowing you to tailor the invoice appearance and data to your specific business needs.
Key Features
- Automated PDF Invoice Creation: Generate professional invoices automatically, saving valuable time.
- Customizable Invoice Template: Modify the HTML and CSS to match your brand identity.
- Dynamic Data Integration: Populate invoices with client details, itemized lists, and totals from your data.
- Clear and Professional Design: Impress clients with a well-structured and visually appealing invoice format.
- Built with n8n: Seamlessly integrates into your existing automation workflows.
How To Use
- Set Initial Data: Use the 'Set data' node to define your invoice number, billing address ('Bill To'), company details ('From'), and itemized order details ('Details'). Ensure 'Details' is an array of objects, each with 'description', 'price', and 'qty'.
- Preprocess Data: The 'Preprocess' node takes the raw data, formats the addresses into HTML paragraphs, converts the itemized details into table rows for the PDF, and calculates the total amount.
- Generate HTML to PDF: The 'HTML to PDF' node uses the preprocessed data to render a complete HTML invoice. It dynamically inserts invoice number, billing/company info, itemized details, and the total. You can customize the HTML and CSS within this node to further personalize the invoice's appearance.
- Connect to Output: Connect the output of the 'HTML to PDF' node to your desired action, such as sending the PDF via email, saving it to cloud storage, or passing it to another system.
Apps Used
Workflow JSON
{
"id": "bb8c2a2c-563d-457e-b31d-7ffcdd6509b1",
"name": "Automated Invoice Generation with Professional PDF Output",
"nodes": 16,
"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: bb8c2a2c-563d...
About the Author
SaaS_Connector
Integration Guru
Connecting CRM, Notion, and Slack to automate your life.
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