Generate Invoices on Your E-Commerce Website and Send via Email Using Pabbly Connect

Learn how to automate invoice generation on your e-commerce website and send them via email using Pabbly Connect. Step-by-step tutorial included. Revolutionize your productivity approach with just a few strategic clicks. Uncover professional methods for connecting applications and creating workflows that reclaim hours of your week.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Invoice Generation

To automate invoice generation on your e-commerce website, you need to access Pabbly Connect. Start by creating a free account on Pabbly’s website. Once logged in, navigate to the Pabbly Connect dashboard, where you can set up your integrations.

In the dashboard, you will find an option to create a new workflow. Click on the ‘Create Workflow’ button, and give your workflow a relevant name, such as ‘Invoice Generation Workflow’. This is where you will link your e-commerce platform with your email service through Pabbly Connect.

2. Setting Up the Integration Between E-Commerce and Email

Next, you will set up the integration between your e-commerce platform and your email service using Pabbly Connect. First, select your e-commerce application from the list of available apps. For this example, we will use a generic e-commerce platform.

• Choose the trigger event, such as ‘New Order’.
• Connect your e-commerce account by providing the necessary API keys.
• Test the connection to ensure it’s successful.

After setting up the e-commerce integration, proceed to select your email service. This could be Gmail or any other email platform supported by Pabbly Connect. Again, authenticate your email account and set the action event to ‘Send Email’. This allows you to send the generated invoice directly to the customer.

3. Configuring Invoice Details in Pabbly Connect

Now, it’s time to configure the invoice details that will be sent via email. In this step, you will map the fields from your e-commerce platform to the email template in Pabbly Connect. Start by selecting the appropriate fields for the invoice, such as customer name, order details, and invoice amount.

Make sure to include key details like:

• Invoice ID
• Customer Email
• Order Summary

Once all fields are mapped, preview the email to ensure everything looks correct. This step is crucial as it ensures that your customers receive accurate invoices directly in their inboxes, facilitated seamlessly by Pabbly Connect.

4. Testing and Activating Your Workflow

The final step is to test and activate your workflow in Pabbly Connect. Click on the ‘Test Workflow’ button to simulate a new order and check if the invoice is generated and sent correctly. This ensures that the integration works as intended before going live.

If the test is successful, activate your workflow. This will allow Pabbly Connect to automatically generate invoices and send them via email whenever a new order is placed on your e-commerce website. It’s a powerful tool for streamlining your invoicing process.

Conclusion

In this tutorial, you learned how to generate invoices on your e-commerce website and send them via email using Pabbly Connect. By following these steps, you can automate your invoicing process, ensuring timely and accurate communication with your customers.