Invoice Collection & Confirmation Automation
Automatically generate invoices, securely send them to clients, and track every payment status in one centralized invoice automation system—without manual follow-ups.
Automated Invoice Generation
Creates a professional PDF invoice automatically using the data submitted through JotForm as part of an automated invoicing solution.
Instant Invoice Delivery
Sends the generated invoice directly to the client via Gmail for fast and reliable delivery within the invoice processing automation workflow.
Centralized Invoice Tracking
Stores invoice records and client details in Airtable for easy tracking and management using invoice tracking automation.
What This Automation Does
This invoice collection and confirmation automation streamlines invoicing by capturing client details from JotForm, automatically generating a professional PDF invoice, storing it securely in Google Drive, emailing it to the client via Gmail, and updating Airtable for centralized tracking and record management.
See How It Works
Automation Workflow Architecture
A fully automated invoicing workflow automation that connects form submission, invoice generation, client communication, and record management into one seamless process.
Powerful Integrations Behind the Automation
This invoice management automation connects industry-leading tools to ensure accuracy, reliability, and seamless data flow.
JotForm
PDF.io
Google Drive
Gmail
Airtable
How the Automation Works
Why Use This Automation
Simplify invoicing, reduce errors, and improve payment communication.
Faster Invoice Processing
Generate and send invoices instantly after form submission
Error-Free Invoicing
Eliminates manual data entry and billing mistakes
Centralized Records
Keeps all invoices and client details organized in one system
Improved Client Experience
Ensures timely and professional invoice delivery
Reduced Administrative Work
Automates repetitive invoicing tasks
Who Can Use This Automation?
Freelancers & Consultants
Automate client billing and invoice delivery
Agencies
Manage multiple client invoices with ease
Small & Medium Businesses
Simplify recurring and one-time invoicing
Finance & Accounting Teams
Reduce manual processing and improve accuracy
Automate Your Invoicing Today
Stop wasting time on manual invoice creation and tracking. Let invoice collection and confirmation automation handle everything—from invoice generation to client confirmation.