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Actions · Lesson 39

Invoice Generator

Generate a branded PDF from a prepared invoice

Setup walkthrough
English narration · 27 sec

Before you run it

Review customer details, line items, totals, and currency before issuing or sending an invoice.

Read the related guide Open your canvasActual configuration screens. This lesson does not claim an external service was run.
English narration generated with Kokoro Heart.

Try it step by step

  1. 1. Invoice Generator

    Create a branded PDF from a prepared customer invoice.

    THE USE CASEInvoice Generator

  2. 2. Choose your brand

    Choose or create a business brand profile and review its details and logo.

    01 / YOUR BUSINESS & BRANDBrand profile · Logo

  3. 3. Map a prepared invoice

    Use a prepared Invoice Data draft, or select record mapping for one previous-step record.

    02 / PREPARED DRAFT REFERENCE{{item.draft_id}}

  4. 4. Inspect the PDF

    Generate and inspect the PDF. Pass the generated invoice ID to Send Invoice when delivery is needed.

    03 / GENERATED OUTPUTInvoice ID → Send Invoice
Read the English transcript

Create a branded PDF from a prepared customer invoice.

Choose or create a business brand profile and review its details and logo.

Use a prepared Invoice Data draft, or select record mapping for one previous-step record.

Generate and inspect the PDF. Pass the generated invoice ID to Send Invoice when delivery is needed.

Keep learningSend Invoice