Automated Invoice Generation and Delivery with n8n, JSReport, and Gmail

Overview

This workflow streamlines the process of generating and sending invoices by integrating n8n with JSReport and Gmail. It automates the collection of invoice data, PDF generation, and email delivery, reducing manual effort and errors.

Key Features

• Form Trigger: Captures invoice details submitted via a web form.
• PDF Generation: Sends data to JSReport to create a professional PDF invoice.
• Automated Emailing: Uses Gmail to send the generated invoice directly to the recipient.
• HTTP Requests: Facilitates seamless data transfer between services.
• Sticky Notes: Provides workflow documentation and clarity within n8n.

Benefits

• Efficiency: Eliminates repetitive manual tasks, saving significant time.
• Accuracy: Reduces human error in invoice creation and delivery.
• Professionalism: Ensures consistent, branded invoice documents.
• Scalability: Easily adapts to increased invoice volume without extra workload.

Use Cases

• Small businesses automating client invoicing.
• Agencies needing quick, reliable invoice delivery.
• Any organization seeking to digitize and streamline document workflows.

Integrations & Processes

• JSReport: For dynamic PDF document creation.
• Gmail: For automated, reliable email delivery.
• n8n: Orchestrates the entire workflow, connecting all services seamlessly.