Automatic invoice generation and email with Airtable and CustomJS PDF generator

> ⚠️ Notice: > This workflow uses the CustomJS Invoice Generator node from customjs.space, which requires a self-hosted n8n instance and a CustomJS API key. --- Google Spreadsheet → Invoice Generation → Email Workflow This workflow demonstrates how to: 1. Pull invoices ready to be sent from Airtable. 2. Retrieve client details and invoice items from Airtable. 3. Generate a professional invoice PDF using CustomJS Invoice Generator. 4. Send the completed invoice via email to the client. 5. Update the invoice status in Airtable automatically. !InvoiceGeneratorWorkflow.png(fileId:2981) Public Airtable Example --- Workflow Overview 1. Trigger Workflow - Node: When clicking ‘Execute workflow’ (Manual Trigger) - Starts the workflow when executed manually in n8n. 2. Get Ready Invoices - Node: Get Ready Invoices (Airtable) - Retrieves all invoices from Airtable where Status = 'Ready'. 3. Loop Over Items - Node: Loop Over Items (Split In Batches) - Processes each invoice individually. 4. Get Clients - Node: Get Clients (Airtable) - Fetches client details for the current invoice: - Name - Address - Tax ID 5. Get Invoice Items - Node: Get Invoice Items (Airtable) - Retrieves all items associated with the invoice and passes them for aggregation. 6. Map Fields - Node: Map Fields (Set) - Maps the invoice items into a structured format for the invoice generator: - Description - Quantity / Hours - Unit Price - Invoice ID 7. Aggregate - Node: Aggregate - Aggregates all invoice items into a single JSON array for the invoice. 8. Set Company Details - Node: Set Company Details (Set) - Defines issuer and payment information: - Company Name - Address - Tax ID - Email & Phone - Bank Details 9. Generate Invoice - Node: Generate Invoice (CustomJS Invoice Generator) - Generates a PDF invoice using all collected data: - Issuer / Company information - Recipient / Client information - Invoice items - Billing information (Invoice number, date, currency, tax, notes) 10. Send Email With Attachment - Node: Send Email With Attachment (Email Send) - Sends the generated invoice PDF to the client: - From: {{ $json.InvoiceEmail }} - To: [email protected] - Subject: Your Invoice for Last Month - Body Text: Hello, Please find attached your invoice for the last month. Thank you very much for your cooperation. Best regards, Henrik - Uses SMTP credentials for sending emails. 11. Update Record - Node: Update record (Airtable) - Marks the invoice as Sent in Airtable. --- Requirements - Self-hosted n8n instance - CustomJS API key - SMTP credentials - Airtable API key and base access ---