How to Automate Invoicing with Make.com

Automating your invoicing with make.com helps you eliminate manual data entry, reduce errors, and speed up payments by connecting your sales, finance, and communication apps in a single visual workflow.

This how-to guide walks you step by step through building an automated invoicing process based strictly on what is shown on the official make.com invoicing automation page.

What You Can Do with Make.com Invoicing Workflows

Before building your first scenario, it helps to understand the types of automations that make.com highlights for invoicing.

• Create invoices automatically when an order is placed.
• Send invoices to customers by email or messaging tools.
• Sync invoice and payment data with your accounting or CRM tools.
• Send reminders and notifications to customers and internal teams.
• Build complex approval flows using a drag-and-drop interface.

All of this is done without coding, using visual scenarios in make.com that connect your favorite work apps.

Prepare to Build an Invoicing Scenario in Make.com

To follow the approach presented on the make.com invoicing page, get the following elements ready:

• An account in make.com.
• Your invoicing or accounting app accounts (for example, tools mentioned on the page such as common accounting, CRM, or payment platforms).
• Access to the apps where orders originate, like eCommerce, forms, or CRM systems.
• Access to communication tools you want to use to send invoices or notifications.

Once you have these pieces, you can start replicating the style of automations promoted on make.com.

Step 1: Create a New Make.com Scenario

The core of any automation in make.com is a scenario, which is a visual workflow of connected modules.

1. Log in to your make.com account.

2. Create a new scenario from the dashboard.

3. Choose the first app that will trigger your invoicing flow, such as an order system or form application.

4. Open the scenario editor to see the visual canvas where you will add modules.

The scenario editor is the same style of interface shown on the invoicing automation page, where you visually chain steps together.

Step 2: Add a Trigger to Capture Invoice Data in Make.com

To automate invoicing with make.com, you first need to capture the data that will be used on the invoice.

1. Add a trigger module from your order, form, or CRM app.

2. Configure the trigger to run when a new order, deal, or booking is created.

3. Test the trigger so that sample data (customer, items, amounts) appears in the make.com scenario.

This trigger is the entry point for all downstream invoice creation steps.

Step 3: Create an Invoice Automatically with Make.com

Once you have order data in the scenario, configure make.com to create an invoice in your accounting or invoicing tool.

1. Add a new module for your accounting or invoicing app.

2. Choose an action such as “Create Invoice” or the closest equivalent available in that app.

3. Map data from the trigger into the invoice fields, including:

   • Customer name and contact details.
   • Line items and descriptions.
   • Quantities, prices, taxes, and totals.
   • Invoice date and due date.

4. Run a scenario test so that make.com creates a sample invoice in your accounting application.

At this stage, your workflow mirrors the basic “order to invoice” pattern promoted on the official invoicing page.

Step 4: Send the Invoice Using Make.com

The next step is to send the created invoice to your customer using the channels shown in typical make.com use cases, such as email or messaging tools.

1. Add an email or communication module to the scenario.

2. Connect the module to your preferred email or messaging account.

3. Compose the message, including:

   • Customer greeting.
   • Invoice summary (number, total, due date).
   • Link or attachment to the invoice from your invoicing app.

4. Map the recipient field to the customer email or contact data from earlier modules.

5. Test the module to ensure make.com successfully sends the invoice message.

This step turns your invoice creation into a full “order to cash” communication workflow.

Step 5: Add Payment and Status Sync with Make.com

Many of the invoicing automations shown by make.com also include synchronization of payment and status information.

1. Add a module from your payment gateway or accounting app that can detect invoice payment or status changes.

2. Configure it to watch for events such as “Invoice Paid” or “Payment Received.”

3. When this event is detected, add another module to:

   • Update the invoice status in your CRM.
   • Notify an internal team via chat or email.
   • Trigger a follow-up workflow, such as onboarding or fulfillment.

By chaining these modules together, make.com keeps your finance and sales tools aligned automatically.

Step 6: Automate Reminders and Follow-Ups with Make.com

To reduce late payments, you can extend your scenario to send reminders based on due dates and statuses.

1. Add a scheduling module or use filters and routers in make.com to check invoice due dates and statuses.

2. Set conditions to send reminders only when an invoice is still unpaid and past its due date.

3. Add communication modules (email, chat, or SMS) and craft friendly reminder messages.

4. Optionally, notify internal teams when an invoice has been overdue for a certain number of days.

This type of automated reminder workflow is similar to the advanced scenarios often shown in make.com examples.

Optimize and Monitor Your Make.com Invoicing Scenario

After building your first invoicing automation, use the tools provided in make.com to refine performance and reliability.

Test and Debug in Make.com

• Run the scenario step by step with sample data.
• Review execution logs to see each module’s input and output.
• Adjust mappings when any field appears empty or in the wrong format.

Add Filters and Routers in Make.com

To handle more complex invoice rules, add filters and routers directly in the scenario editor.

• Filter out internal orders that do not require invoices.
• Route high-value invoices to an approval path.
• Send different email templates based on customer segments.

Schedule and Maintain Your Automation

• Decide how often the scenario should run (real time or scheduled).
• Monitor error notifications and update connections as apps change.
• Periodically review business rules to keep them aligned with your invoicing policies.

Resources to Go Further with Make.com Invoicing

To see the original invoicing automation concepts and visual examples, review the official page at make.com invoicing automation. It shows how flexible the visual builder can be for financial workflows.

If you want expert help designing robust automations or integrating advanced AI into your invoicing stack, you can also consult specialists at Consultevo, who focus on automation and optimization solutions.

By following these steps, you can replicate and adapt the invoicing patterns promoted on make.com, building an automated order-to-cash process that saves time, reduces manual work, and keeps your revenue operations running smoothly.

Need Help With Make.com?

If you want expert help building, automating, or scaling your Make scenarios, work with ConsultEvo — certified workflow and automation specialists.

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