Automatically Generate Invoices for Multiple WooCommerce Products Using Pabbly Connect

Learn how to automatically generate invoices for multiple WooCommerce products using Pabbly Connect and Google Docs. Follow this detailed step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setup Invoice Template in Google Docs

To start with, you need to set up an invoice template in Google Docs. This template will be used to automatically generate invoices for multiple WooCommerce products whenever a new order is placed. Make sure to include variables wrapped in curly braces, as these will be replaced with actual data later on.

The invoice template should include fields like customer name, product details, and total amount. Once you have created this template, you can proceed to connect it with WooCommerce using Pabbly Connect.

2. Connect Pabbly Connect to WooCommerce

After creating your invoice template, the next step is to connect your WooCommerce store to Pabbly Connect. Log in to your Pabbly Connect account and create a new workflow by clicking on the ‘Create Workflow’ button. Name your workflow something like ‘Generate Invoices for Multiple WooCommerce Products’.

In this workflow, you will set up a trigger and an action. For the trigger, select WooCommerce and choose ‘New Order’ as the event. This means that every time a new order is placed, it will trigger the workflow. After selecting the trigger, you will receive a webhook URL from Pabbly Connect that you need to add to your WooCommerce settings.

• Log in to your WooCommerce dashboard.
• Go to Settings > Advanced > Webhooks.
• Create a new webhook and paste the URL from Pabbly Connect.

After saving the webhook, you can proceed to test the connection by placing a new order in your WooCommerce store. This will send the order data to Pabbly Connect and confirm that the integration is working correctly.

3. Transform Line Items for Invoice

Once you have confirmed that the new order trigger is working, the next step is to transform the line items data received from WooCommerce into a format that can be used in your invoice. This is done using the ‘Data Transformer’ feature in Pabbly Connect.

Select the action event as ‘Line Itemizer’ and map the line items received from the WooCommerce trigger. This will convert the array format of product details into a more usable format for the invoice. Mapping the data ensures that each product detail is correctly aligned with the corresponding fields in your invoice template.

• Choose the line item array from the previous step.
• Map the necessary fields like product name, quantity, and price.
• Save the transformation and check the output.

After transforming the line items, you will have all the necessary product information structured properly, making it easy to populate your invoice template.

4. Create Invoice Document in Google Docs

With the transformed line items ready, the next step is to create the invoice document in Google Docs using the template you set up earlier. In Pabbly Connect, select Google Docs as the action application and choose ‘Create Document from Template’ as the action event.

During this step, you will need to map the fields in your Google Docs template with the transformed data from the previous step. This includes mapping the customer name, product details, and total amount to the corresponding fields in the invoice template.

Select the correct Google Docs template for invoices. Map the document name dynamically using customer details and order ID. Ensure all required fields in the template are filled correctly.

Once you have mapped all the fields correctly, save the action, and your invoice will be automatically generated in Google Docs whenever a new order is placed in WooCommerce.

5. Final Steps and Testing

After setting up the entire workflow, it’s crucial to test it to ensure everything works smoothly. Place a new order in your WooCommerce store and monitor Pabbly Connect to see if the invoice is generated as expected in Google Docs.

If everything is set up correctly, you should see a new invoice document created in your specified Google Drive folder with the correct details filled in. If any issues arise, check the mappings and ensure that all fields are correctly aligned.

This automation not only saves time but also ensures that invoices are generated accurately without manual intervention. With Pabbly Connect, you can automate this process seamlessly, allowing you to focus on other important aspects of your business.

Conclusion

In this tutorial, we explored how to automatically generate invoices for multiple WooCommerce products using Pabbly Connect and Google Docs. By following the steps outlined, you can streamline your invoicing process and reduce manual workload effectively.