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.

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Setup Guide:

1. Configure CustomJS API

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

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": "support@mycompany.com"
}

Result PDF File