Automatically send an invoice once it's created

[WouterNRS]

Hi I’d like to send invoices for two automation setups I have using Make.com

There is even a template on make.com for doing this but it doesn’t seem to work.
(Can’t add the link because I’m a new user it says)

Does anyone have an idea on how to fix either the template from make or use another way?

Thanks!

[hillel]

Hi,

Are you seeing a specific error?

Also, which version of the app are you using?

[WouterNRS]

Hi Hillel,

This is the error I’m getting in Make

No Idea about the version, where do I check this?

[hillel]

Have you supplied a value for the URL?

If you’re using v5 the URL is https://invoicing.co

[WouterNRS]

I used the mapped value straight from the template

[hillel]

Sorry, I’m not sure. I suggest reaching out to Make directly for advice.

[WouterNRS]

Just checked the webhook log and the file itself is just not available it seems. The link to the portal is there but no files. So I think it has something to do with how the PDF is attached to the record. I’ll see what Make has to say about it

[hillel]

Can you explain what you’re trying to accomplish?

The documents array would include files attached to the record, it’s separate from the invoice PDF.

[WouterNRS]

I’d like to be able to attach the generated invoice to a mail and send it out to the client automatically.

[WouterNRS]

At this point I found out how to add the link to the invoice in the portal but I’d like to just add the generated invoice as a PDF in the attachments.

[hillel]

Thanks, understood. You’ll need to check with Make for advice on how to do this. In Zapier there is a “Download PDF” option.

[WouterNRS]

I just received a reply from make.com. The PDF is just not showing up with the other data. Any Idea on how to get it to show up and be downloadable?

[hillel]

I think you may be confusing the documents array (which will be empty) and the invoice PDF.

[WouterNRS]

That’s possible however I’ve been looking for the PDF in all the other fields and it’s just not anywhere to be found. Maybe I can try to use a custom API call Any idea what Key Value pair I should be looking for to get the PDF?

[hillel]

That should be possible, I suggest using the browser console in the web app to see a sample API request.

[WouterNRS]

We found the fix after much trial and error by using the following settings

We now are able to get the PDF file and add it to a mail directly without using the portal.

[WouterNRS]

[hillel]

Glad to hear it, thanks for sharing the solution!