Automate Invoice Generation, Delivery & Payment Tracking
Streamline client invoicing: auto-generate, send, track status, follow up for payment, and update sheets with receipts—all in one workflow!
Apps used
Created by Jitendra Singh
Installed by 3 users
- client unique id existsconvert_date_format
Search InvoiceIF- search invoice existsDownload Invoice
Send MailIF- invoice status unpaid 2
DelayAdd Step - always true 1IF
- invoice paid and spreadsheet update successfulSend Mail 4
Upload a FileAdd Step
Continue from hereAdd Step
Continue from hereAdd Step - search invoice missing or emptyCreate InvoiceDownload Invoice 1Send Mail 1IF
- invoice status unpaid 1Delay 1Send Mail 3Add Step
- always true
Update Spreadsheet RowIF- invoice paid and spreadsheet updatedDownload Invoice 2Update Spreadsheet Row 1Add Step
Continue from hereAdd Step
Continue from hereAdd Step
Continue from hereAdd Step
Automate Invoice Generation, Delivery & Payment Tracking
Automate Invoice Generation, Delivery, and Payment Tracking
Easily manage your client invoicing from generation to delivery, payment follow-ups, and updates to your records—all without manual effort! Perfect for small businesses and consultants who want to stay organized and get paid faster.
🛎️ 1. Trigger: Receive a New Invoice Request
When a client triggers a new invoice (via webhook), the automation begins.
📋 2. Check for Existing Invoice
The system searches your Giddh invoicing app for an unpaid or paid invoice linked to your client’s unique ID for the current date.
a. If an Invoice Exists
-
Download Invoice
Immediately retrieves the client’s latest invoice document. -
Send Email with Invoice
Sends an email to your client with the invoice attached and payment instructions.
i. If the Invoice is Unpaid
- Wait 24 hours
Delays next step to follow up after a day.
ii. If Invoice Status is Paid & Sheet Updated
- Send Thank You Mail for Payment
Lets your client know their payment was received. - Upload Receipt to Google Drive
Saves a copy of the invoice into a shared folder for your records.
b. If No Invoice Exists
- Create New Invoice in Giddh
Generates a new invoice using the client and transaction details. - Download the Newly Created Invoice
- Send Email with Invoice and Payment Link
Instantly emails the PDF and payment link to your client.
i. If Invoice Remains Unpaid
- Wait 24 hours
System pauses to allow time for payment. - Send Payment Reminder Email
Reminds the client to settle the invoice, attaching the payment link again.
ii. If Invoice is Paid
- Update Google Sheets
The client’s invoice row is marked as paid. - Download Final Invoice
- Upload Paid Invoice to Shared Google Drive
- Update Receipt Link in Google Sheets
Adds the receipt URL/link for easy reference.
🚀 End Result
- Generate, send, and follow up on invoices automatically
- Remind clients to pay only when necessary
- Keep your Google Sheets and Drive organized with all documents
- Save admin time and get paid faster
Popular Uses
- Sync invoices and receipts with Google Sheets
- Send payment reminders or thank you emails via Gmail automatically
- Store all invoice PDFs in Google Drive—no manual uploads!
Try this workflow to automate your invoice generation and payment follow-ups today!
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Frequently Asked Questions
This template automates a specific workflow by connecting multiple apps and removing manual steps. It’s useful for anyone who wants to save time, reduce errors, and streamline repetitive tasks using automation.
No. You can install and customize this template without writing any code. Everything is done through simple configuration.
Only the apps shown on the template page are required. You can customize messages, add or remove steps, apply conditions, connect more apps, and add extra actions like notifications, data updates, or triggering other automations.
Yes. Once configured, it can be used for live workflows and production systems. You can also duplicate the template and customize it for different teams or processes.
Most templates can be set up in just a few minutes. You can pause, edit, duplicate, or delete the workflow anytime.
You can start with the free plan; limits depend on your viaSocket plan and usage. If you need help, you can contact viaSocket support, check the Knowledge Base, or book a demo.
