1.Starts sub-zap for invoice payload
Integrate Sub-Zap by Zapier and invoice payload mapping tools to receive invoice data and map it to invoice variables.
Send generated invoice PDF to customer by email
Automatically format and map invoice data across Zapier apps. Get instant invoice delivery when invoice payloads arrive, invoice fields include customer email, or invoice totals are readyβso you can generate PDF invoices, send them by email, and reduce manual invoice delivery without paperwork.
How this automation accelerates customer invoice delivery
When incoming invoice payloads arrive, invoice delivery stalls and billing staff spend time reconstructing details. This automation maps invoice fields, calculates and formats totals, generates a PDF, and sends it by emailβso your team can deliver invoices without chasing attachments.
Sub-Zap by Zapieror swap with your favorite app
2.Runs Python to parse pricing
Integrate Code by Zapier and automation calculators to compute billing period dates and parse raw price strings into totals.
Code by Zapieror swap with your favorite app
3.Formats dates and computes VAT
Integrate Formatter by Zapier and reporting formatters to display period dates and compute VAT from pre-VAT totals.
Formatter by Zapieror swap with your favorite app
4.Generates invoice PDF from template
Integrate PDFMonkey and document templates to generate a downloadable invoice PDF using mapped customer and line item data.
PDFMonkeyor swap with your favorite app
5.Sends invoice email with PDF
Integrate Microsoft Outlook and email templates to send the invoice PDF to the customer email with an invoice number subject.
Microsoft Outlookor swap with your favorite app
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