Hi everyone,
what is currently the best way to automatically generate professional-looking invoices in KNIME?
My setup:
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Data is stored in Google Sheets
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I want to fill a template automatically (Google Docs or similar)
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Output should be one PDF per customer
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Invoice needs a clean, modern design (logo, header, items table, totals)
I tried BIRT (Classic UI only) and the new KNIME Reporting extension, but I’m not sure what the recommended or most modern approach is today.
Question:
Is there a way to automate Google Docs templates from KNIME?
Or what is the best practice for creating nicely designed invoice PDFs?
Thanks for any suggestions!
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@phil21oo Here are a few examples on the Community Hub.
For generating nicely formatted invoice PDFs (one per invoice/customer), this workflow is a good starting point:
Update this with the required fields like company logo etc.,
In addition, check this agentic AI-based example that shows how invoice-related processes can be automated beyond document creation (e.g., identifying overdue invoices and triggering follow-up actions):
Revenue Recovery & Optimization Agent
(uses tools such as: Invoice_Report_Generator_Tool – KNIME Community Hub)
Finally, this Invoice Monitoring template might also be useful for tracking and analyzing invoices:
Hope this helps.
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