Can clients have different billing cycles?

Add a Billing Frequency column and branch logic for weekly/quarterly clients alongside monthly ones.

Can I attach a real PDF invoice?

Yes — add a PDF-generation node before the email step.

FinanceStructurally Validated

Recurring Invoice Generator

On the 1st of every month, this automatically generates and sends an invoice to every active client on your billing list — no manually recreating the same invoice every month.

Automation flow

Step 1

Monthly Trigger

Runs on the 1st of each month.

Step 2

Read Billing List

Pulls all clients.

Step 3

Filter Active Clients

Keeps only active accounts, assigns invoice numbers.

Step 4

Create Invoice Row

Logs the new invoice.

Step 5

Send Invoice

Emails the client.

How it works

1On the 1st of every month, the billing list is read.
2Every client marked Active = Yes gets a new invoice generated with a unique invoice number.
3Each invoice is logged and emailed automatically with a 14-day due date.

Services used

Google SheetsGmail

What you'll need

An n8n Cloud or self-hosted account
A Google account (Sheets)

What's included

Zero manual monthly invoice recreation
Auto-generated unique invoice numbers
Pairs directly with Invoice Reminders
Easy to extend with PDF generation

Estimate what this could save you

Times per week

Minutes each time

Your hourly value ($)

3.6 hours/month

≈ $108/month in your time

A rough estimate based on what you enter above — not a guarantee. Actual time saved depends on your process.

Make it yours

Chain into invoice-reminders using the same Invoices sheet for automatic overdue follow-ups.
Support different billing amounts per client without a fixed monthly cycle by adding a Billing Frequency column.
Generate a real PDF invoice attachment instead of a plain-text summary.

Works well with this automation

Budget vs Actual Spend Alert

Compares category budgets against actual spend every week and alerts your team the moment a category crosses 80%.

$15

Expense Approval Workflow

Expenses over $500 route to a manager for approval; smaller ones are auto-noted to finance.

$19

Stripe Failed Payment Recovery

The instant a Stripe payment fails, the customer gets a recovery email with a one-click update-card link.

$15

Save with the complete system: Finance & Invoicing Bundle

Instead of buying separately: $87 — System: $39

View system

Questions about this template

$19one-time

Secure checkout via Polar. Delivered by email instantly.

Structurally validated: automatically checked for valid n8n format before every deploy.

Difficulty: Medium
Setup time: ~15 min
Integrations: 2
Node count: 5
Format: .json + guide