Instant PDF Invoices: From Form to Email with n8n and JSReport
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Automate your billing process by capturing customer and item data via an n8n form. This workflow seamlessly generates professional PDF invoices using JSReport and then dispatches them directly to clients via Gmail, streamlining your entire invoicing lifecycle.
About This Workflow
Tired of manual invoice generation slowing down your operations? This n8n workflow provides a robust solution to automate your entire billing process, from data entry to document delivery. By leveraging a user-friendly n8n form, you can effortlessly collect all necessary invoice details like buyer information and item specifics. This data is then dynamically passed to JSReport, a powerful document generation service, to create polished PDF invoices based on your predefined templates. Finally, the generated PDF is automatically attached and sent to your clients via Gmail, ensuring swift and accurate delivery. This automation reduces manual errors, saves valuable time, and significantly enhances the efficiency of your financial workflows.
Key Features
- Customizable Invoice Data Input: Capture all necessary billing information with ease using a user-friendly n8n form, configurable for any business need.
- Dynamic PDF Generation with JSReport: Automatically create professional PDF invoices by dynamically injecting data from your n8n form into pre-designed JSReport templates.
- Automated Email Delivery: Instantly dispatch generated invoices directly to clients via Gmail, complete with a personalized message and attached PDF.
- Seamless Integration: Effortlessly connect n8n's powerful data collection and orchestration capabilities with JSReport for document generation and Gmail for email communication.
- Enhanced Efficiency & Accuracy: Minimize manual data entry, reduce the potential for human error, and accelerate your billing cycle from days to minutes.
How To Use
- Configure the 'Form Invoice' Node:
- Define the form fields (
buyer name,buyer road,buyer country,Item 1 Name,Item 1 Price, etc.) that correspond to the data required for your invoice. This node serves as your primary data input.
- Define the form fields (
- Set Up the 'Get PDF From JSReport' HTTP Request Node:
- Enter your JSReport API endpoint (e.g.,
https://xxx.jsreportonline.net/api/report). - Set the
MethodtoPOST. - In the
JSON Body, map the data from your 'Form Invoice' node using expressions like{{ $json["buyer name"] }}to the corresponding fields in your JSReport template. Ensure your JSReport template (e.g.,invoice-main) is correctly referenced. - Configure
AuthenticationtoHTTP Basic Authand select your pre-configured JSReport credentials.
- Enter your JSReport API endpoint (e.g.,
- Configure the 'Send invoice' Gmail Node:
- Specify the
Send Toemail address (e.g.,contact@nonocode.fror an expression if the recipient is dynamic). - Enter a
Subject(e.g., 'New Facture') and aMessagefor the email body. - Under
Attachments, ensure the binary output from the 'Get PDF From JSReport' node is selected to attach the generated PDF. - Select your Gmail OAuth2 credentials.
- Specify the
Apps Used
Workflow JSON
{
"id": "501348b3-fa27-46ee-b0a5-286b94425e1d",
"name": "Instant PDF Invoices: From Form to Email with n8n and JSReport",
"nodes": 23,
"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: 501348b3-fa27...
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