Generate and Send Invoices from Customer Data

• Automate invoice generation for multiple customers
• Send personalized invoices via email
• Create summary reports of new customers
• Enhance customer communication through automated emails

Trigger the workflow manually to initiate the process Retrieve customer data from the datastore Sort customer data for processing Generate individual invoices using a document template Send each invoice as a text email to the respective customer Generate a summary of new customers and send it as an HTML email

1. 1
   Import the workflow template into n8n
2. 2
   Manually trigger the workflow to start processing
3. 3
   Ensure SMTP credentials are configured for email sending
4. 4
   Review and customize email templates if necessary
5. 5
   Run the workflow to generate and send invoices