Invoice Processing n8n Workflows
n8n Invoice Processing workflow templates and automation recipes — 216 free workflow templates ready to import.
Auto-Send PDF Invoices with Stripe Payment Triggers and Gmail
💰 Auto-Send PDF Invoice When Stripe Payment is Received This workflow automatically generates a PDF invoice every time a successful payment is received in Stripe, then emails the invoice to the customer via Gmail. Perfect for freelancers, SaaS businesses, and service providers who want to automate billing without manual effort. ⚙️ How It Works Stripe Payment Webhook Listens for successful payment events (payment_intent.succeeded). Triggers the workflow whenever a new payment is made
door David Olusola
Generate PDF Invoices from Google Sheets with PDF.co
This workflow automatically pulls invoice rows from Google Sheets and generates a PDF invoice using a PDF.co template. Perfect for small businesses that manage invoices in Sheets but need professional, ready-to-send PDFs. ⚙️ Setup Instructions 1️⃣ Connect Google Sheets Copy this Invoice Template Sheet into your own Drive In n8n → Credentials → New → Google Sheets (OAuth2) Log in with your Google account and save In the workflow, select your Spreadsheet ID and Worksheet (Sheet1) in t
door Robert Breen
Create Digital Checks with OnlineCheckWriter using Forms
Create Digital Checks with OnlineCheckWriter using Forms This workflow automates the process of creating and sending digital checks through OnlineCheckWriter's API using user-friendly forms. Perfect for businesses that need to process one-off payments or integrate check payments into their automation workflows. Prerequisites Before using this template, ensure you have: OnlineCheckWriter Account: Sign up at onlinecheckwriter.com API Key: Generate from your OCW dashboard under Settings > API V
door Zil Money
AI Invoice Agent
📄 AI Invoice Agent The AI Invoice Agent automates the invoice creation, email delivery, and status tracking process for client billing. It ensures invoices are generated, sent professionally, and updated in Google Sheets with minimal manual work. 🔹 How It Works Trigger Activated manually (Execute Workflow) when you want to process invoices. Fetch Invoices Reads client invoice data from a Google Sheet (Client Invoices). Filter Pending Invoices Passes through only invoices with St
door Rakin Jakaria
Google Sheets and QuickBooks Expenses Automation Template
Automatically Upload Expenses to QuickBooks from Google Sheets What It Does This n8n workflow template automates the process of uploading categorized expenses from Google Sheets into QuickBooks Online. It leverages your Google Sheets data to create expense entries in QuickBooks with minimal manual effort, streamlining the accounting process. Prerequisites QuickBooks Online Credential**: Set up your QuickBooks Online connection in n8n for expense creation. Google Sheets Credential**: Set up you
door Rosh Ragel
Extract Transactions from Images using unli.dev Vision API & Telegram
unli.dev + n8n + Telegram Image Analyzer turns images sent to your Telegram bot into clean, Markdown-formatted transaction text using unli.dev Vision API. Instead of typing numbers and dates manually, the workflow downloads the photo, converts it to base64, analyzes it via API, and replies in-chat with extracted details, saving time and reducing errors. 💡 Why Use Image Analyzer? Save time:** Process images in seconds, cutting manual entry by up to 90%. Solve pain points:** No more blurry scr
door Khairul Muhtadin
Automate Client Billing Detail Collection & Invoicing with Outlook and QuickBooks
Ask Client for Billing Details and Automatically Generate an Invoice in QuickBooks What It Does This workflow allows you to quickly generate and send invoices by collecting missing billing details from clients through an automated form and email sequence. It integrates Microsoft Outlook and QuickBooks Online to handle the full billing flow: from request to invoice, reducing manual data entry and time wasted switching between apps. Perfect for freelancers, service providers, or teams that want
door Rosh Ragel
Automate Financial Transaction Tracking with Gmail, GPT, Notion & Telegram Alerts
📩 Automatically Log Transactions from Gmail into Notion and Get Telegram Alerts Who’s it for This workflow is for individuals or entrepreneurs who receive bank alerts, invoices, and payment emails in Gmail and want them to be automatically organized in Notion — while also receiving quick Telegram notifications for each transaction. If you manage personal or business finances and find it tedious to manually record every debit, credit, or invoice — this automation does it all for you. How i
door Anoop
Generate & Track Invoices with Google Drive, PDF Converter & Gmail
Transform invoice creation from 30 minutes to 30 seconds - automatically generate professional PDF invoices with tax calculations, payment tracking, and instant delivery via email while archiving to Google Drive and notifying your team based on payment status. What This Workflow Does Revolutionizes invoice management with automated generation, intelligent payment tracking, and multi-channel delivery: Webhook-Triggered Generation** - Instantly creates invoices from payment gateways, CRM update
door Jitesh Dugar
Track Expenses from Receipt Photos with AI, Google Sheets & Slack Reports
Who’s it for This template is for individuals or households who want to: Easily digitize and track their spending from physical receipts. Automate budget management and financial reporting. Get quick insights into their spending habits on a daily and monthly basis. Stay informed about their remaining budget through Slack notifications. What it does This workflow automates your household budget tracking in several steps: Receipt Photo Upload: You upload a photo of your receipt to a webhook. Pars
door takuma
Process Scanned Invoices with Google Drive, OCR & OpenAI to Google Sheets
This template allows you to automatically process scanned invoices from Google Drive, extract key information using AI, and organize the data in Google Sheets with email notifications. Overview This comprehensive workflow automates the entire invoice processing pipeline by monitoring a Google Drive folder for new invoice uploads, intelligently processing both PDF and image formats, extracting structured data using AI-powered information extraction, and automatically organizing the results in a
door Ovadia Rocks
Extract & Structure Invoice Data with Google Vision OCR, Gemini LLM & Google Sheets
Automated Invoice Collection & Data Extraction Using Vision API and LLM This workflow automates the process of collecting uploaded invoices, extracting text using Google Vision API, and processing the extracted text with an LLM to produce structured data containing key transaction details such as date, voucher number, transaction detail, vendor, and transaction value. The final data is saved to Google Sheets and a notification is sent to Telegram in real time. ✨ Key Features Invoice Upload F
door Budi SJ
Automate Employee Reimbursement Workflow with Gmail, Google Drive & AI Validation
Reimbursements used to be a headache. Employees submitted receipts through emails, managers got stuck in approval chains, and finance teams spent hours checking for duplicates, updating sheets, and sending follow-up emails. So, we automated it. Using n8n, we built a smart Employee Reimbursement Workflow that does everything… in just a few clicks. Here’s how it works.] When an employee uploads a receipt, the workflow first checks for duplicates. If the file is new, it’s uploaded to Google Dri
door Pramod Rathoure
Gmail and QuickBooks Online Workflow
Automatically Forward Email Receipts to QuickBooks Online What It Does Are you tired of manually uploading email receipts to QuickBooks Online (QBO)? Are your email forwarding rules difficult to set up or unreliable? This n8n workflow automatically forwards your email receipts to QuickBooks Online with minimal configuration. Example Use Cases Online purchase and subscription receipts E-transfer confirmations Bills and invoices received from suppliers Expense reports sent by vendors
door Rosh Ragel
Parse Invoices & Documents with Gemini AI, OCR, and Google Sheets Integration
Smart Document Parser for Invoices, Logs or Sensor Reports (PDF/Image to Google Sheets) This n8n workflow automatically parses documents such as invoices, sensor logs or structured PDFs/images (including scanned docs or CSVs), extracts key fields like totals, dates and customer/vendor info using OCR and AI, and writes the structured output into Google Sheets. Who’s it for Finance or Ops teams automating invoice processing. SaaS platforms parsing uploaded reports or documents. Anyone needing a
door WeblineIndia
GPT-4.1-mini Powered Invoice Processing from Gmail to Google Sheets with Slack
AI-Powered Invoice Processing from Gmail to Google Sheets with Slack Approval This workflow completely automates your invoice processing pipeline. It triggers when a new invoice email arrives in Gmail, uses AI to extract key data from the PDF attachment, logs it in a Google Sheet, and sends a request to Slack with simple links for one-click approval or rejection. Who's it for? This template is perfect for small business owners, finance teams, freelancers, and anyone looking to eliminate the manu
door koichi nagino
Automatic Email Invoice Archiving & Data Extraction with Gmail, Drive & AI
Automated Invoice Archiving Automatically fetch, store, and extract key information from invoices received via email from your ISP or utility provider (electricity, gas, telecom, water, etc.).The workflow saves the invoices to Google Drive (or optionally to your personal FTP/SFTP server) and logs all invoice details into Google Sheets via AI-powered extraction. Read: Full setup Guide How it works Scheduled TriggerRuns the workflow at a selected interval (e.g., every hour). You can freely a
door Paolo Ronco
Send School Fee Reminders with Payment Links via Email & WhatsApp
📚 Automated School Fee Reminder Workflow with Payment Link Automatically sends fee reminders (via email and WhatsApp) to parents with secure payment links, 3 days before the due date. 🔧 Main Components Daily Fee Check – 8 AM** Scheduled trigger that starts the workflow daily at 8 AM. Read Pending Fees** Fetches student fee records from an Excel sheet (using getAll method). Process Fee Reminders** Filters records to find pending fees due within the next 3 days. Prepare Email Reminder*
door Oneclick AI Squad
Automated Payment Reminders with Grouped QuickBooks Invoices via Email
Automated QuickBooks Payment Reminders with Dynamic Invoice Tables This workflow provides a powerful solution for businesses using QuickBooks Online to automate their payment reminder process. It solves the time-consuming and manual task of chasing late payments by creating a fully automated system that ensures every customer with an outstanding balance receives a timely, professional, and consolidated reminder email. The workflow periodically fetches all unpaid invoices from your QuickBooks a
door Elegant Biztech
Generate Invoices for Customers with Jotform and QuickBooks
Generate Invoices for Customers with Jotform and QuickBooks This workflow automates the entire process of receiving a product/service order, checking or creating a customer in QuickBooks Online (QBO), generating an invoice, and emailing it — all triggered by a form submission (via Jotform). How It Works Receive Submission Triggered when a user submits a form. Collects data like customer details, selected product/service, etc. Check If Customer Exists Searches QBO to determine if the customer
door AppUnits AI
Invoice Creator with Google Sheets & Automated Email Payment Reminder System
This automated n8n workflow streamlines invoice creation and payment reminders. It generates invoices on a monthly schedule and sends reminders for overdue payments, updating records in Google Sheets. Good to Know Supports monthly invoice generation and daily overdue checks Integrates with Google Sheets for data management Uses email notifications for invoice delivery and reminders Includes logging for tracking and auditing Features multiple reminder types based on overdue duration How It Work
door Oneclick AI Squad
Process Invoices & Engineering Emails with Gmail, AI Analysis & Telegram Alerts
Automate admin tasks for manufacturing companies by processing emails, extracting key data from invoices & purchase orders, and delivering instant alerts via Gmail and Telegram. 📝 Description This workflow automatically: Fetches incoming emails from Gmail Classifies emails (invoices, purchase orders, payment follow-up, etc.) using AI Sends tailored auto-replies based on content and attachment presence Extracts structured data from attached invoices/POs (PDFs etc.) Delivers alerts and docum
door Limbraj More
Classify & Auto-Sort Invoices in Google Drive with GPT-4o
Description: Automatically classify invoices by industry (Retail, Manufacturing, or EdTech) using GPT-4o-powered AI parsing in this intelligent n8n automation template. Designed for teams managing high-volume billing data, this workflow fetches invoices from Google Drive, extracts PDF text, classifies each document using AI, and automatically moves files to the correct folder based on the predicted industry. This smart auto-sorting system turns your invoice processing into a zero-touch AI work
door Rahul Joshi
AI-Powered Invoice Data Extraction & Approval Workflow with ScrapeGraphAI & Telegram
How it works This workflow automatically extracts data from invoice documents (PDFs and images) and processes them through a comprehensive validation and approval system. Key Steps Multi-Input Triggers - Accepts invoices via email attachments or direct file uploads through webhook. AI-Powered Extraction - Uses ScrapeGraphAI to extract structured data from invoice documents. Data Cleaning & Validation - Processes and validates extracted data against business rules. Approval Workflow - Routes i
door vinci-king-01