Create invoices from your Attio deals
Turn a won deal into a professional invoice with line items and totals, email it to your customer, and keep every invoice on the record. All without leaving Attio.
Install on Attio✓ No credit card✓ Set up in minutes
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Documents generated to date
2,000+
Documents generated every day
How to generate invoices in Attio
01
Build template
Create a reusable invoice template from a Google Doc or use one of our template automations.
02
Map your Attio data
Point merge fields at deal, company and contact attributes, and line items at a related object.
03
Generate
Open the relevant record in Attio and create the invoice with the DocuPotion app in a couple of clicks.
04
Deliver it
Email the invoice to your customer and save a copy to Google Drive, automatically.
Invoicing that starts in Attio
No retyping deal details into a separate invoicing tool.
Line items and totals on every invoice
Products and services in Attio become the invoice's line items, and a SUM formula in the template adds up the total. Every invoice adds up, every time.
Emailed to your customer automatically
Choose what happens when an invoice is ready. DocuPotion can email it straight to your customer's billing contact and push a copy to a Google Drive folder. No downloading, attaching and sending by hand.
Every invoice saved on the record
Invoices are uploaded to the Attio record they came from, named the way you choose, so the whole team can see what was billed and when. Your billing history lives in Attio.
Automate it
Send invoices the moment a deal is won
Add the DocuPotion Generate document block to an Attio workflow and invoices go out on their own when a deal closes, with a copy saved to the record.
Explore document automation- TriggerConnectedDeal moved to Won
- GenerateInvoice with line items
- SendEmailed to the billing contact
- SaveSaved to the deal + Google Drive
Step-by-step tutorial · about 15 min
Set up document generation from start to finish
Watch the full walkthrough of generating documents from Attio records, then read the guide to managing quotes and invoices in Attio.
Frequently asked questions
Can Attio create invoices?
Attio does not create invoice documents on its own. DocuPotion adds that through its Attio app: design an invoice template, map it to your deal data, and generate the PDF from any record or workflow.
Can I add line items to an invoice?
Yes. Line items from a related Attio object become a table on the invoice, and a SUM formula in the template adds up the total.
Can invoices be emailed to customers automatically?
Yes. When an invoice is ready, DocuPotion can email it to your customer and push a copy to a Google Drive folder. Combine this with an Attio workflow to send invoices the moment a deal is won.
Can I generate an invoice from a signed quote?
Yes. Use the same deal data with an invoice template, or use the Document signed trigger in an Attio workflow to generate the invoice as soon as the quote is signed.
Does DocuPotion take payments?
No. DocuPotion creates and delivers the invoice document. To collect payments, pair it with a billing tool such as Stripe, which can also be connected to Attio.
Where are invoices saved?
On the Attio record you generated them from. You can also save copies to Google Drive.
Send your next invoice from Attio
Start a free trial, no credit card required. Set up your first invoice template in minutes.