Create PDF invoices from template in Power Automate

Eliminate paper invoices and free up 60% of time for business growth. Automate creation of PDF invoices and other business documents from Word templates with Plumsail Documents in Power Automate.

Step 1. Upload your invoice template

Plumsail Documents allows users to issue new invoices using their own invoice template. Uploading one’s own invoice template can help save time on future invoices, thereby expediting the payment process.

Log in to your Plumsail Documents account to access the invoice template. If you don’t already have one, create a Plumsail account.

Use this template

Create a new process in Plumsail Documents

Step 2. Set up invoice generation process

In your Plumsail Documents account, configure the output settings for the invoice process. Select PDF as the output format, then add a delivery step—for example, send the generated PDF invoice by email via Outlook or save it to SharePoint or OneDrive.

Invoice process output and delivery settings

Step 3. Create Flow in Power Automate

In Power Automate, create a new flow with a trigger that fits your workflow—for example, when a form is submitted or a new row appears in SharePoint. Add the Start document generation process action from the Plumsail Documents connector and map the trigger data to the invoice template tokens.

Power Automate flow for PDF invoice generation

What people say about Plumsail Documents

We have Flows where users wanted to submit information via Forms or SharePoint, have that data pulled into multiple Office docs, then all converted to PDF. Plumsail Documents made it easy to it all done!

Jeremiah Benjamin

SharePoint Administrator

@ FLEXcon

Average user rating: 4.8

Creation of a quote took around 20 minutes before automation, now it takes around 5-6 minutes, including the time it takes the server to generate and serve the file!

Sebastian Fuss

Managing director

@ SleevesUp!