Make

Make.com Invoice Generator

Generate invoice PDFs from your Make.com scenarios

Design a reusable invoice template in DocuPotion, connect the DocuPotion app to Make, and generate populated invoices from any trigger your scenario fires on.

Oliver Watts
George Collier
Matt Neary
5.0

from user reviews

Start generating invoices

Here's how it works

Generate invoices from your Make scenarios in three steps.

1

Design your invoice template

Build your invoice template using the DocuPotion AI editor or upload an existing document. Refine with prompts or quick edits until it’s exactly the way you want it.

2

Connect DocuPotion to Make

Add the DocuPotion app to your Make account, then map fields from earlier modules to merge fields like {{customerName}} and {{invoiceTotal}} in your template.

3

Generate from any scenario

Drop the Create a Document module into any Make scenario. Trigger it from a new Google Sheets row, an Airtable record update, a HubSpot deal change, a webhook, a schedule, or anything else Make supports. The finished invoice flows straight into the next module of your scenario, ready for email, storage, or your CRM.

DocuPotion AI editor showing an invoice template

Start with an invoice template

Pick a professionally designed starting point, then customise it with data from your Make scenarios.

Greenway Lawn & Garden Co.
812 Maple St, Athens, GA 30606
(706) 555-0148 · billing@greenwaylawn.com
Invoice
#GLG-2026-0419
IssuedMay 1, 2026
DueMay 16, 2026
Amount due $847.80
Bill to
Marisol Pérez
Pérez Residence
240 Old Field Rd, Athens, GA 30605
marisol.perez@gmail.com
Description Qty Unit price Amount
Monthly lawn maintenance
4 $65.00 $260.00
Spring fertilizer & weed treatment
1 $180.00 $180.00
Mulch installation — front beds
3 $85.00 $255.00
Pruning — crepe myrtles (front)
1 $120.00 $120.00
Subtotal$815.00
Discount-$30.00
Tax (8%)$62.80
Total due$847.80
Payment terms
Net 15. A 1.5% / month late fee applies to balances unpaid 30+ days past the due date.
How to pay
Check made out to Greenway Lawn & Garden Co. mailed to the address above, or pay online at greenwaylawn.com/pay using invoice number GLG-2026-0419 as the reference.
Notes
Thank you for choosing Greenway! Your next regular service is scheduled for May 7. The 30.00 discount is your annual-customer loyalty credit — applied automatically each spring.

Small Business Invoice

Helena Bryce Photography
Weddings · Portraits · Editorial
Invoice
HB-026
Issued
May 4, 2026
Due
Jun 14, 2026
Shoot date
Jun 7, 2026
Location
Sokol Blosser Vineyard, Dundee OR
Photographer
Helena Bryce Photography
1218 NE Alberta St, Portland, OR 97211
hello@helenabryce.co
helenabryce.co
Client
Lauren & Marcus Hale
2841 SE Belmont St, Portland, OR 97214
lauren@laurenhale.com
Vineyard Wedding · Full-Day Package
Description Qty Price Amount
Full-day wedding coverage
1 $4,200.00 $4,200.00
Pre-wedding engagement session
1 $650.00 $650.00
Premium album
1 $780.00 $780.00
Travel & accommodation
1 $320.00 $320.00
Subtotal$5,950.00
Tax (0%)$0.00
Total$5,950.00
Deposit paid Feb 18, 2026($1,500.00)
Balance due$4,450.00
Payment
Balance is due 7 days before the shoot date (May 31, 2026). Pay via Stripe link sent separately, or by ACH to Helena Bryce Photography LLC · Routing 123100782 · Account 4429 0188.
Delivery
Sneak peek (10 images) within 72 hours · Full edited gallery (600+ images) within 6 weeks · Album proof for approval within 8 weeks of gallery delivery.
Usage rights
Personal print and online use granted to client in perpetuity. Photographer retains copyright and the right to use selected images in portfolio, social media, and editorial submissions. Commercial use by client (e.g., advertising) requires a separate license.

Photography Invoice

Anvil, Inc.
Invoice
#001-2024-001
Date issued: Jan 1, 2024
Date due: Jan 31, 2024
From
Anvil, Inc.
123 Anvil Street, San Francisco, CA 94105
info@useanvil.com
Bill to
Client Name
Client Company, LLC
456 Client Avenue, New York, NY 10001
client@example.com
Amount due
$1,100.00
Description Qty Unit price Amount
Service A
1 $500.00 $500.00
Service B
2 $250.00 $500.00
Service C
1 $100.00 $100.00
Service D
4 $50.00 $200.00
Total $1,100.00

Simple Invoice

Northbridge Construction
General Construction · License #CO GC-44102
PROGRESS INVOICE
No. PI-0009
Project
Mountain View Office Building — TI
Project #
PRJ-2025-204
Period
Apr 1 – Apr 30, 2026
Application #
9 of 12
Contractor
Northbridge Construction
4500 Industrial Way, Denver, CO 80216
(303) 555-0188 · ar@northbridgecon.com
Owner
Lauren Whitaker
Cascade Real Estate Partners LP
2200 Larimer St, Denver, CO 80205
Project site
12200 Mountain View Pkwy, Lakewood, CO 80228
May 1, 2026 · Due May 31, 2026
Schedule of values
Phase / Work item Contract value Prior billed % complete This period
01 — General conditions $85,000.00 $59,500.00 78% $6,800.00
02 — Site work & demolition $120,000.00 $120,000.00 100% $0.00
03 — Concrete & framing $340,000.00 $272,000.00 85% $17,000.00
04 — MEP rough-in $210,000.00 $147,000.00 78% $16,800.00
05 — Drywall & finishes $165,000.00 $33,000.00 30% $16,500.00
06 — Doors, frames & glazing $92,000.00 $0.00 12% $11,040.00
Approved change orders
CO # / Description Approved Prior billed % complete This period
CO-003 · Upgraded HVAC controls package $28,400.00 $0.00 40% $11,360.00
Original contract$1,012,000.00
Approved change orders$28,400.00
Revised contract$1,040,400.00
Total earned to date$710,000.00
Less retainage (10%)($71,000.00)
Less prior payments($568,170.00)
Amount due this period$70,830.00

Construction Progress Invoice

Vermilion Components Ltd.
Unit 8, Hawthorn Industrial Park, Manchester M22 5RN, UK
PROFORMA INVOICE
No. PFI-2026-0227
Issued May 5, 2026
Valid until Jun 4, 2026
From
Vermilion Components Ltd.
Unit 8, Hawthorn Industrial Park, Manchester M22 5RN, UK
+44 161 555 0192 · sales@vermilioncomponents.co.uk
To
Henrik Lindqvist
Norrland Maskin AB
Storgatan 14, 902 47 Umeå, Sweden
h.lindqvist@norrlandmaskin.se
Reference
Quote Q-2026-0827
Expected ship date: Jun 18, 2026
Currency: GBP
Incoterms: FOB Liverpool (Incoterms 2020)
Description Qty UoM Unit price Amount
Industrial bearing assembly, type B2-440
120 pcs 48.20 5,784.00
Hydraulic actuator, 25 kN
30 pcs 186.50 5,595.00
Replacement seal kit RK-9
20 pack 32.00 640.00
SubtotalGBP 12,019.00
Shipping (estimate)GBP 480.00
Tax (0% (export), est.)GBP 0.00
Estimated totalGBP 12,499.00
Terms of this proforma
  • This is a proforma invoice issued for quotation, customs pre-clearance, or letter-of-credit purposes only. It is not a tax invoice and does not constitute a demand for payment.
  • Prices and availability are quoted in good faith and remain valid until Jun 4, 2026. After this date, all figures are subject to revision.
  • Acceptance: a binding sales contract will be formed only upon issuance of a corresponding commercial invoice and the buyer's confirmation of order.
  • Payment terms upon order: 50% deposit on order confirmation, 50% balance on shipment notification.
Authorised by · Vermilion Components Ltd.
Imran Khan · Sales Manager

Proforma Invoice

Whitman, Pierce & Locke LLP
Attorneys at Law
1700 K Street NW, Suite 1200, Washington, DC 20006
(202) 555-0144
billing@wplawyers.com
Statement for Professional Services
Invoice No. WPL-2026-0518 · May 1, 2026
Client
Catherine Brennan
Polaris Therapeutics, Inc.
60 Binney St, Cambridge, MA 02142
Matter
Acquisition of Northstar Pharma assets
Matter no. M-2025-0228
Period: Apr 1 – Apr 30, 2026
Due: May 31, 2026
Professional services
Date Attorney Description of services Hours Rate Amount
Apr 02 JCW Review and revise asset purchase agreement, draft markup of indemnification provisions; conference with client re: same. 3.4 $925 $3,145.00
Apr 04 RPL Draft disclosure schedules; review counterparty schedules; correspondence with seller's counsel. 5.2 $780 $4,056.00
Apr 09 JCW Negotiation call with seller's counsel re: closing conditions and material adverse change definition; follow-up memo to client. 2.8 $925 $2,590.00
Apr 11 AMP Conduct IP diligence on assigned patents; prepare memo summarizing assignment chain risks. 6.0 $560 $3,360.00
Apr 16 RPL Revise schedules per client comments; prepare closing checklist and signature pages. 4.1 $780 $3,198.00
Apr 22 JCW Review HSR filing draft; conference with antitrust counsel; revise filing. 2.2 $925 $2,035.00
Disbursements
Date Description Amount
Apr 12 Filing fee — HSR notification (premerger) $125,000.00
Apr 18 Document production services (third-party vendor) $1,840.00
Apr 28 Travel — Boston meeting (flight, lodging, ground) $1,422.00
Professional services$18,384.00
Disbursements$128,262.00
Subtotal$146,646.00
Less retainer applied($75,000.00)
Balance due$71,646.00
Trust account summary
Opening balance$100,000.00
Applied to this invoice($75,000.00)
Closing balance$25,000.00
Payment
Net 30. Wire to Whitman, Pierce & Locke LLP — IOLTA / Operating · Truist Bank · Routing 053101121 · Account 9221 0488 · Reference Matter M-2025-0228 / Invoice WPL-2026-0518. Checks payable to Whitman, Pierce & Locke LLP.

Law Firm Invoice (Statement of Services)

Northgate Trading Co.
Exporter · EIN 47-2884109
For customs purposes only
COMMERCIAL INVOICE
No. CI-2026-0481 · May 4, 2026
Exporter / Seller
Northgate Trading Co.
1290 Harbor Blvd, Long Beach, CA 90802, USA
+1 (562) 555-0181 · exports@northgatetrading.com
EIN: 47-2884109
Importer / Buyer
Atlas Importações Ltda.
Mateus Oliveira
Av. Paulista 2300, São Paulo, SP 01310-300, Brazil
compras@atlasimport.com.br
CNPJ: 12.345.678/0001-90
Ship to
Atlas Importações — Distribution Center
Rod. Anhanguera Km 110, Campinas, SP 13050-000, Brazil
Country of origin
United States (US)
Country of destination
Brazil (BR)
Port of loading
Long Beach, CA — USLGB
Port of discharge
Santos, SP — BRSSZ
Incoterms
CIF Santos (Incoterms 2020)
Currency
USD
Reason for export
Sale
Carrier
Maersk · Vessel Adrian Maersk
No. Description of goods HS code Origin Qty UoM Unit value Total value
1 Cordless impact drill, 18V, model RX-9 8467.21.00 US 240 pcs 84.50 20,280.00
2 Lithium-ion battery pack 5.0 Ah 8507.60.00 US 480 pcs 32.00 15,360.00
3 Drill bit set, 24-piece HSS 8207.50.40 US 240 set 18.20 4,368.00
4 Carrying case, hard-shell ABS 4202.92.90 CN 240 pcs 9.40 2,256.00
Total packages20 cartons
Total net weight612 kg
Total gross weight684 kg
Subtotal of goodsUSD 42,264.00
FreightUSD 1,840.00
InsuranceUSD 275.00
Other chargesUSD 0.00
Total invoice valueUSD 44,379.00
Declaration
I hereby certify that the information on this invoice is true and correct, and that the contents of this shipment are as stated above. The goods described are of US origin (except where noted) and are not subject to any sanctions or export restrictions of the United States or the destination country.
Authorised signature · Northgate Trading Co.
Karen Liu · Director of Exports
Date
May 4, 2026

Commercial Invoice

Maya Chen Studio
Brand & Web Design
Invoice
#MC-2026-018
Issued
May 1, 2026
Due
May 15, 2026
Project
Website redesign — phase 2
From
Maya Chen Studio
412 Mission St, San Francisco, CA 94105
hello@mayachen.studio
mayachen.studio
Bill to
Sasha Patel
Lumen & Co.
92 Greenpoint Ave, Brooklyn, NY 11222
sasha@lumenandco.com
Description Hours Rate Amount
Brand discovery workshop
5 $120/hr $600.00
Homepage design
14 $120/hr $1,680.00
Component library setup
8 $120/hr $960.00
Project management
3 $120/hr $360.00
Subtotal$3,600.00
Tax (0%)$0.00
Total due$3,600.00
How to pay
Bank transfer (preferred): Mercury Bank — Acct 9001 4421 — Routing 084003997. Payment also accepted via Wise or PayPal at hello@mayachen.studio. Please reference invoice number on the transfer.
Notes
Net 14. Thanks again for choosing Maya Chen Studio — phase 3 (blog + content templates) starts the week of May 18.

Freelance Invoice

RIDGEPOINT BUILDERS
License #AZ ROC 312894
INVOICE
#INV-4421
Date
May 3, 2026
Due
May 18, 2026
Job #
JOB-2026-118
PO #
PO-7782
Contractor
RIDGEPOINT BUILDERS
1840 W Industrial Pkwy, Phoenix, AZ 85009
(602) 555-0190 · billing@ridgepointbuilders.com
Customer
Daniel Reyes
Reyes Family Trust
2280 E Camelback Rd, Phoenix, AZ 85016
dreyes@reyesft.com
Job site
2280 E Camelback Rd, Phoenix, AZ 85016
Kitchen remodel — phase 1 of 2 (demo + framing)
Labor
Description Hours Rate Amount
Demolition crew (2 workers, 3 days) 48 $65.00 $3,120.00
Lead carpenter — framing 32 $85.00 $2,720.00
Apprentice carpenter — framing 32 $45.00 $1,440.00
Project supervision 8 $95.00 $760.00
Materials
Item Qty Unit Amount
2x4 SPF studs (8 ft) 60 $4.20 $252.00
1/2" plywood sheathing 12 $38.00 $456.00
Framing nails 16d (5 lb box) 4 $22.00 $88.00
Dumpster rental (10 yd) 1 $385.00 $385.00
Miscellaneous fasteners + hardware 1 $164.00 $164.00
Labor subtotal$8,040.00
Materials subtotal$1,345.00
Subtotal$9,385.00
Tax (5.6%)$525.56
Total due$9,910.56
Payment
Net 15. Make checks payable to Ridgepoint Builders LLC. ACH transfer: Wells Fargo · Routing 121000248 · Account 4441 9982 7706. Reference job #JOB-2026-118 on payment.

Contractor Invoice

Lattice Cloud, Inc.
Invoice · INV-LC-208441
Amount due
$1,016.05
Due May 15, 2026
IssuedMay 1, 2026
PlanLattice Team
PeriodMay 1 – May 31, 2026
Seats24
Billed by
Lattice Cloud, Inc.
350 Bryant St, San Francisco, CA 94107
billing@latticecloud.io
Billed to
Helix Diagnostics, Inc.
Priya Anand
1700 7th Ave, Suite 2200, Seattle, WA 98101
priya@helixdx.com
Item Seats / Qty Unit price Amount
Lattice Team — monthly subscription
24 $32.00 $768.00
Premium support add-on
1 $199.00 $199.00
API overage
127,420 $0.0008 $101.94
SSO add-on
1 $60.00 $60.00
Subtotal$1,128.94
Discount-$112.89
Tax (0%)$0.00
Total$1,016.05
Lattice Cloud, Inc. · latticecloud.io · Questions? billing@latticecloud.io

Software / SaaS Invoice

Make.com Invoice Generator FAQ

How do I generate an invoice from a Make scenario?

Design an invoice template in DocuPotion's AI editor, then add the DocuPotion Create a Document module to a scenario. Map fields from earlier modules to merge fields like {{customerName}} and {{invoiceTotal}}, and the module returns the finished invoice as either a file or a hosted URL, ready to pass into the next module of your scenario.

What can trigger invoice generation in Make?

Anything Make can trigger from. New rows in Google Sheets, new Airtable records, HubSpot or Salesforce deal updates, Stripe payments, Typeform submissions, scheduled runs, webhooks. If it's a Make trigger, it can fire the DocuPotion module.

Can I bulk-generate invoices for a list of customers?

Yes. Use Make's Iterator to loop over a list of records (rows in a Google Sheet, records in Airtable, line items from an order) and the DocuPotion module runs once per item. Pair it with a scheduled trigger and you have a recurring billing run with no extra glue code.

How do I include line items, totals, and tax in the invoice?

Pass structured data through to the Create a Document module. Line items work as arrays in the merge data, totals and tax can be computed with Make's built-in functions or a Tools module beforehand, and DocuPotion templates support iteration so the line item table can render any number of rows.

How do I deliver the generated invoice to the customer?

The DocuPotion module gives you two output types to choose from: a file or a hosted URL. The file output is the easiest option for most subsequent modules. Attach it directly to a Gmail or Outlook send, upload it to Google Drive or Dropbox, post it to Slack, or save it to a record in your CRM with no extra download step. Switch to the hosted URL output when the next module accepts a link rather than a file.

Do I need a paid Make plan?

DocuPotion's Make integration works with any Make plan, including the free tier. Make's free plan covers a set number of operations per month, which is enough to trigger DocuPotion and pass the generated invoice into a downstream module like an email or storage upload. Higher volumes or more frequent runs use more operations, so heavier workloads may need a paid Make plan. There are no DocuPotion-specific Make plan requirements beyond that.

Is there a free trial?

Yes. Start a free DocuPotion trial without a credit card and generate your first Make invoices right away.

Loved by teams everywhere

From invoices to contracts, teams rely on DocuPotion to automate their document workflows and scale easily.

"I set up DocuPotion and deployed within 30 minutes. Everything worked seamlessly and the team is always responsive and helpful for support. I'd strongly recommend it to any developer who needs to generate documents at scale in their app."
George Collier

George Collier

Founder, Not Quite Unicorns

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