Send invoice with attachment in email

How can I automate billing via email? I want to get a database and send an email making the bill with a bill attachment.
My difficulty is selecting the bill according to the person’s name, because it will be for more than one person at the same time.

Welcome to the Make community!

I would suggest completing the Make Academy before jumping into building a complete scenario. If you need specific assistance when you are building a scenario it’s easier to help you then. Otherwise, you can also hire a professional by posting a request in the Hire a Pro category.

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If you need further assistance, please provide the following:

1. Relevant Screenshots

Please share screenshots of your scenario, any error messages, relevant module fields, and filters in question? It would really help other community members to see what you’re looking at.

You can upload images here using the Upload icon in the text editor:

2. Scenario Blueprint

Please export the scenario blueprint file to allow others to view the mapped variables in the module fields. At the bottom of the scenario editor, you can click on the three dots to find the Export Blueprint menu item.

3. Output Bundles of Modules

Please provide the output bundles of the modules by running the scenario (or get from the scenario History tab), then click the white speech bubble on the top-right of each module and select “Download input/output bundles”.

A. Upload as Text File

Save each bundle contents in your text editor as a bundle.txt file, and upload it here into this discussion thread.

B. Insert as Formatted Code Block

If you are unable to upload files on this forum, alternatively you can paste the formatted bundles.
These are the two ways to format text so that it won’t be modified by the forum:

  • Method 1: Type code block manually

    Add three backticks ``` before and after the content/bundle, like this:

    ```
    content goes here
    ```

  • Method 2. Highlight and click the format button in the editor

Providing the input/output bundles will allow others to replicate what is going on in the scenario even if they do not use the external service.

Following these steps will allow others to assist you here. Thanks!