Invoice Automation System โ€” Auto PDF + Payment Tracking ๐Ÿ’ธ The Problem Manual invoicing means a c...Invoice Automation System โ€” Auto PDF + Payment Tracking ๐Ÿ’ธ The Problem Manual invoicing means a c...
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Invoice Automation System โ€” Auto PDF + Payment Tracking ๐Ÿ’ธ 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. โš™๏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 ๐Ÿ“Š 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. ๐Ÿ”ง 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.
Full breakthrough:- ๐Ÿซดhttps://youtu.be/BTHmqeqQ03Q?si=WI_6KaZ5VZjgDeUN
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