How to Generate Automated Invoices for Your Business with Pabbly Connect

Learn how to automate invoice generation using Pabbly Connect with Google Forms, Google Sheets, and Google Docs. Step-by-step tutorial for seamless integration. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Invoice Generation

To generate automated invoices for your business, you will first need to set up Pabbly Connect. Access the Pabbly Connect dashboard by signing in or creating a new account. This process takes less than two minutes, and you will receive 100 free tasks to test the automation.

Once logged in, click on the ‘Create Workflow’ button. In the dialog box that appears, name your workflow, for example, ‘Generate Automated Invoices for Business’. After naming your workflow, click on ‘Create’ to proceed.

2. Triggering Invoice Generation with Google Forms

The next step is to set up Google Forms as the trigger application in Pabbly Connect. Choose Google Forms and select the trigger event as ‘New Response Received’. This means that every time a form is submitted, the workflow will be activated.

• Access your Google Forms account and create a form named ‘Invoice Generation Form’.
• Add fields such as Name, Email Address, Contact Number, Product 1, Quantity of Product 1, Product 2, and Quantity of Product 2.
• In the Responses tab, select ‘Destination’ to link responses to a new Google Sheet.

After linking the form to the Google Sheet, fill in the form to test it. Once submitted, the responses will automatically populate in the linked Google Sheet, ready for integration with Pabbly Connect.

3. Configuring Pabbly Connect Webhook for Google Sheets

To connect Google Sheets with Pabbly Connect, you need to set up a webhook. Go back to the Pabbly Connect dashboard and copy the webhook URL provided. This URL acts as a bridge between Google Forms and Pabbly Connect.

In your Google Sheet, navigate to Extensions > Add-ons > Get Add-ons and search for ‘Pabbly Connect Webhooks’. Install the add-on and reload the page. After reloading, go back to Extensions > Pabbly Connect Webhooks > Initial Setup. Paste the copied webhook URL and set the trigger column to the final data column (Column H).

Click on ‘Submit’, then ‘Send Test Request’ to ensure that the connection is working. You should see a confirmation in Pabbly Connect that the test data has been received correctly.

4. Creating Invoice Documents with Google Docs

Once the webhook is set up, the next step is to create an invoice document using Google Docs. In Pabbly Connect, add a new action step and select Google Docs. Choose the action event as ‘Create Document from Template’. Connect your Google Docs account to Pabbly Connect.

• Select the template document you have prepared for invoices.
• Map the necessary fields such as Customer Name, Email Address, Mobile Number, Invoice Number, Product Details, and Total Amount.
• Click on ‘Save and Send Test Request’ to generate the invoice document.

After completing this step, you should see a confirmation that the invoice document has been created successfully in Google Docs, ready for sharing.

5. Sharing the Invoice via Google Drive

The final step is to share the generated invoice with the customer using Google Drive. In Pabbly Connect, add another action step and select Google Drive. Choose the action event as ‘Share a File’ and connect your Google Drive account.

Map the Document ID received from the previous step and enter the email address of the customer. Set the permission to ‘Can View’ to ensure the customer can only view the invoice without editing it.

Click on ‘Save and Send Test Request’ to finalize the sharing process. You should receive a confirmation that the file has been successfully shared, and the customer will receive an email with a link to view the invoice.

Conclusion

In this tutorial, we demonstrated how to generate automated invoices for your business using Pabbly Connect with Google Forms, Google Sheets, and Google Docs. By following these steps, you can streamline your invoicing process and enhance efficiency.