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Generate PDF Invoices with CustomJS API

Created by:

CustomJS

Last update:

Last update a month ago

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workflow.png

n8n Workflow: Invoice PDF Generator

This n8n workflow captures invoice data and generates a PDF invoice, ready to be sent or saved. It uses a webhook to trigger the process, preprocesses the invoice data, and converts it to a PDF using HTML and custom styling.

@custom-js/n8n-nodes-pdf-toolkit

Features:

  • Webhook Trigger: Receives incoming data, including invoice details.
  • Preprocessing: Transforms the invoice data into HTML format.
  • HTML to PDF Conversion: Converts the preprocessed HTML into a styled PDF document.
  • Response: Sends the generated PDF back to the webhook response.

Notice

Community nodes can only be installed on self-hosted instances of n8n.

Requirements

  • Self-hosted n8n instance
  • A CustomJS API key for website screenshots.
  • Invoice data for PDF generation

Workflow Steps:

  1. Webhook Trigger:

    • Accepts incoming data (e.g., invoice number, recipient details, itemized list).
    • This data is passed to the next node for processing.

  2. Set Data Node:

    • Configures initial values for the invoice, including the recipient, sender, invoice number, and the items on the invoice.
    • The invoice details include information like description, unit price, and quantity.

  3. Preprocess Node:

    • Processes the raw data to format it correctly for HTML. This includes splitting addresses and converting the items into an HTML table format.

  4. HTML to PDF Conversion:

    • Converts the generated HTML into a PDF document. The HTML includes a header, a detailed invoice table, and a footer with contact information.

  5. Respond to Webhook:

    • Returns the generated PDF as a response to the initial webhook request.

Setup Guide:

1. Configure CustomJS API

  • Sign up at CustomJS.
  • Retrieve your API key from the profile page.
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  • Add your API key as n8n credentials.
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2. Design Workflow

  1. Create a Webhook:

    • Set up a webhook to trigger the workflow when invoice data is received.

  2. Prepare Data:

    • Ensure the incoming request contains fields like "Invoice No", "Bill To", "From", and "Details" (list of items with price and quantity).

  3. Customize the HTML:

    • The HTML template for the invoice includes custom styling to give the invoice a professional look.

  4. Convert to PDF:

    • The HTML to PDF node is configured with the data generated from the preprocessing step to convert the invoice HTML to a PDF format.

Example Invoice Data:

{
  "Invoice No": "1",
  "Bill To": "John Doe\n1234 Elm St, Apt 567\nCity, Country, 12345",
  "From": "ABC Corporation\n789 Business Ave\nCity, Country, 67890",
  "Details": [
    {
      "description": "Web Hosting",
      "price": 150,
      "qty": 2
    },
    {
      "description": "Domain",
      "price": 15,
      "qty": 5
    }
  ],
  "Email": "[email protected]"
}

Result PDF File

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