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Get PDF with JSReport

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Get PDF with JSReport streamlines billing by allowing users to input invoice details through a form, automatically generate PDF invoices via JSReport, and send them via Gmail. This efficient workflow simplifies the invoicing process, saving time and reducing manual errors, ensuring timely delivery of invoices to clients.

Workflow Overview

Get PDF with JSReport streamlines billing by allowing users to input invoice details through a form, automatically generate PDF invoices via JSReport, and send them via Gmail. This efficient workflow simplifies the invoicing process, saving time and reducing manual errors, ensuring timely delivery of invoices to clients.

This workflow is ideal for small business owners, freelancers, and anyone involved in invoicing and billing processes. It is particularly beneficial for:

  • Freelancers who need to generate invoices quickly and efficiently.
  • Small business owners looking for a streamlined way to manage billing without investing in expensive software.
  • Accountants who require a simple method to create and send invoices to clients.
  • Startups that want to automate their billing processes to save time and reduce errors.

This workflow addresses the challenges of manual invoice generation by automating the process. It eliminates the need for cumbersome spreadsheets or word processors, allowing users to:

  • Quickly create invoices using a web form.
  • Generate professional PDFs automatically via JSReport.
  • Send invoices directly via email, reducing the time spent on administrative tasks.
  1. Form Submission: Users fill out the 'Create Facture' form with essential billing information, including buyer details and item descriptions.
  2. PDF Generation: Upon form submission, the workflow triggers a call to JSReport, which generates a PDF invoice based on the provided data.
  3. Invoice Sending: Once the PDF is created, the workflow automatically sends the invoice to the specified email address using Gmail.

Statistics

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Quick Info

Categories
Communication & Messaging
Manual Triggered
+1
Complexity
simple

Tags

manual
api
integration
sticky note
simple
gmail
formtrigger
2l2vovq2wubvyeh1
+2 more

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