Invoice Automation System โ Auto PDF + Payment Tracking
๐ธ The Problem
Manual invoicing means a coach finishing a session, then remembering to sit down later and actually generate and send the invoice โ or forgetting, and getting paid late. It's a small task that quietly costs money when it slips.
โ๏ธ How It Works
Built on n8n, triggered automatically once a session is marked complete.
Pulls client and session details straight from Google Sheets
Generates a professional invoice via an HTML-to-PDF pipeline โ proper formatting, line items, totals, no manual layout work
Attaches and sends the PDF straight to the client's inbox via Gmail
๐ What It Tracks
Every invoice's payment status gets logged automatically. If a client hasn't paid by the due date, the system handles the overdue follow-up on its own โ no coach chasing payments manually or losing track of who's paid and who hasn't.
๐ง The Hard Part
Generating a clean, correctly formatted PDF from dynamic data โ right spacing, right totals, right branding every single time โ took more tuning than the trigger logic itself.