Create and Send Invoices Automatically (Full Setup)

Learn how to automate invoice creation and sending using Pabbly Connect and Pabbly Connect. Step-by-step tutorial for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Automation

To create and send invoices automatically, you first need to access Pabbly Connect. Open your browser and navigate to Pabbly.com/connect. If you are a new user, click on the ‘Sign up free’ button to create your account. Existing users can simply sign in.

Once logged in, you will be directed to the dashboard. Here, you can click on the ‘Create Workflow’ button to start setting up your invoice automation. It’s important to note that Pabbly Connect is the central platform that will facilitate all integrations throughout this process.

2. Creating Your Invoice Workflow in Pabbly Connect

After accessing the Pabbly Connect dashboard, click on the ‘Create Workflow’ button. You will then choose between the new beta version and the classic version for your workflow building. For this tutorial, we will select the new beta version for its modern features.

• Select a meaningful name for your workflow, such as ‘Pixelcraft Automatic Invoice System’.
• Choose a folder to save your workflow for better organization.
• Press the ‘Create’ button to proceed.

Your workflow is now ready for the next steps. Remember, Pabbly Connect is essential for integrating the various applications needed for this invoice system.

3. Integrating Your Payment Gateway with Pabbly Connect

In this step, you will integrate your payment gateway, such as Razorpay, to trigger invoice creation upon successful payment. Click on the plus button to add your trigger application. Search for Razorpay and select it.

• Choose the event ‘Payment Captured’ to trigger the workflow.
• Create a new connection by adding your API key and secret from your Razorpay account.
• Copy the webhook URL provided by Pabbly Connect and set it in your Razorpay account under Webhooks.

This integration ensures that every time a payment is captured, Pabbly Connect will initiate the workflow to send an invoice automatically.

4. Creating the Invoice Document Using Google Docs

Next, you will create the invoice document using Google Docs. Click on the plus button again and search for Google Docs as your action application. Select ‘Create Document from Template’ as your event.

Connect your Google account by signing in through Pabbly Connect. Map the necessary fields from the Razorpay response to your Google Docs template. Specify the location in Google Drive where the invoice will be saved.

By utilizing Pabbly Connect, you can dynamically fill in invoice details based on the payment information received, ensuring accurate and timely invoices for your customers.

5. Sending the Invoice via Gmail

The final step is to send the generated invoice to the customer via Gmail. Click on the plus button and select Gmail as your action application. Choose ‘Send Email’ as the event.

Connect your Gmail account through Pabbly Connect. Map the recipient’s email address, subject, and body of the email. Attach the invoice PDF generated from Google Docs.

Once you save and test this step, Pabbly Connect will send the invoice to your customer’s email automatically, completing the workflow.

Conclusion

This tutorial has guided you through creating an automated invoice system using Pabbly Connect. By integrating payment gateways, Google Docs, and Gmail, you can streamline your invoicing process, ensuring customers receive invoices instantly after their purchase.