Automated Invoice Generator
Streamlined invoice creation and management system
Project Overview
View on GitHub
How This System Works
The Automated Invoice Generator is a Python-based tool designed to automate the generation, export, and delivery of professional invoices from Excel order data. This system streamlines the entire invoice workflow, from processing order data to sending completed invoices via email.
Key Features & Capabilities
Excel-based Processing
Reads order data from Excel files and converts to structured invoice data
Automatic Tax Calculations
Handles complex tax calculations and PO number management automatically
Multiple Export Formats
Supports both XLSX and PDF export formats with professional formatting
Automated Email Delivery
Direct Outlook integration for automated invoice delivery with attachments
Core Components
The system consists of several key Python modules:
- LoadOrders: Reads
orders.xlsxand converts to list of dictionaries - FormatInvoice: Populates invoice templates with order data
- ExportInvoice: Saves invoices as
.xlsxor.pdffiles - SendInvoice: Attaches and sends invoices via Outlook integration
- GenerateAllInvoices: One-click pipeline to process all orders
Technical Requirements
Local Installation
- • Python 3.7+
- • Windows OS (for PDF generation)
- • Microsoft Excel (for PDF generation)
- • Microsoft Outlook (for email delivery)
Docker Installation
- • Docker environment
- • Cross-platform support (Windows/Linux)
- • LibreOffice (Linux PDF generation)
- • win32com (Windows Excel integration)
Email Integration
The application includes comprehensive Outlook email integration for sending invoices directly from the application:
Email Features
- • Direct Microsoft Outlook integration
- • Multiple recipients and CC support
- • File attachment capabilities
- • Comprehensive error handling
Requirements
- • Windows OS
- • Microsoft Outlook installed
- • pywin32 package
- • Unit tested functionality
Example Usage
from invoice import SendInvoice
SendInvoice(
emailAddr="recipient@example.com",
filePath="invoice.pdf",
cc="accounting@example.com",
additional_attachments=["invoice.xlsx"]
)Business Benefits
Automated Workflow
End-to-end automation from Excel to email delivery
Professional Output
Consistent, professional invoice formatting
Cross-Platform
Docker support for Windows and Linux
🔗 Project Repository
This project is open source and available on GitHub. You can view the complete source code, documentation, and contribute to the development. Includes comprehensive test coverage with pytest.