Automate invoices, payments, and refunds
An n8n workflow manages invoices, payments, and refunds, updating records with status, PDF links, and timestamps.
What they did
The setup was a single n8n workflow triggered by a webhook, with API-key validation up front and separate routes for invoice, payment, and refund events. It used Google Sheets for records, PDFbro to create invoice PDFs, Google Drive to store them, and Resend to send emails; before each path ran, it checked for duplicates, then updated statuses, links, balances, and timestamps after processing.
How it went
The result was an end-to-end flow that kept invoice, payment, and refund handling in one orchestration layer while preventing duplicate records and duplicate notifications. The post frames it as a practical, reliability-focused example, but gives no performance metrics or business impact numbers.
Worth knowing
The main catch is that the design emphasizes state management and duplicate checking, not just connecting apps, so copying it means modeling each event path and its status updates carefully.
Labels
An n8n workflow manages invoices, payments, and refunds, updating records with status, PDF links, and timestamps.
It used Google Sheets for records, PDFbro to create invoice PDFs, Google Drive to store them, and Resend to send emails; before each path ran, it checked for duplicates, then updated statuses, links, balances, and timestamps after processing.
The “Material” label failed its quality check and is not used for selection.
Details
- Agents
- n8n
- Source
- Source date
- Sep 1, 2026
- Accounts
- 1
- In registry since
- Oct 12, 2026