Document processing and management
This workflow automatically converts new files in a SharePoint library to PDF format using Plumsail Documents and saves the converted files back to SharePoint.
# 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](@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](https://www.customjs.space). - 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: ```json { "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 
Our automation experts build tailored workflows for your exact stack and process.
Request a Custom Workflow