Create and send multi-item PayPal invoices via email

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Important notice

This workflow is provided as-is. Please review and test before using in production.

1. Workflow Overview

Who Is This For? Small businesses, consultants, agencies… anyone who bills with PayPal. What Problem Does It Solve? Automates itemized invoicing and delivery via PayPal’s Invoicing API with support...

Best for

Invoice Processing automation workflows
advanced n8n builders looking for reusable templates

Tools used

n8n-nodes-base.code, n8n-nodes-base.set, n8n-nodes-base.merge, n8n-nodes-base.form, n8n-nodes-base.formtrigger, n8n-nodes-base.switch, n8n-nodes-base.httprequest, n8n-nodes-base.stickynote

Source and attribution

This workflow is cataloged by N8N Workflows and links back to its original n8n.io source page by Andrew.

Original n8n.io source

1.1 Workflow description

Title: Create and send multi-item PayPal invoices via email
Workflow name: Create and send multi-item PayPal invoices via email

Who Is This For?

Small businesses, consultants, agencies… anyone who bills with PayPal.

What Problem Does It Solve?

Automates itemized invoicing and delivery via PayPal’s Invoicing API with support for an “Add more items?” loop.

What This Workflow Does

Collects your PayPal credentials & invoice data via a form
Dynamically generates a timestamp + random 4 digit number for the invoice_number
Calls PayPal to create and then send the invoice
Supports endless line-items via a Switch + Merge loop.

Setup

Grab a PayPal REST App’s Client ID & Secret.
Toggle “Live or Test” to point at production vs sandbox.
PayPal Credentials
- If you select Test, this workflow points at PayPal’s sandbox (api-m.sandbox.paypal.com) and requires your sandbox Client ID & Secret.
- If you select Live, it points at PayPal’s production endpoint (api-m.paypal.com) and requires your live Client ID & Secret.
(Optional) Customize your logo, currency, default notes.

How to Customize

– Change the currency dropdown
– Tweak the invoice-number format in the “Set Invoice Number and Date” code node
– Swap out or style the n8n Form nodes for your own UX

1.2 Logical Blocks

This catalog entry is organized from the workflow JSON. The node-level section below shows the executable blocks available for review before importing the template.

2. Block-by-Block Analysis

Block 1 - PayPal | Encode Basic Auth Token

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 2 - Remove Client ID and Secret Key

Type / Role: n8n-nodes-base.set - set
Config choices: Version 3.4

Block 3 - Set Invoice Number and Date

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 4 - Add href link for Preview

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.1

Block 5 - Get Preview URL

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 6 - Reformat JSON

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 7 - Add Another Item

Type / Role: n8n-nodes-base.form - form
Config choices: Version 1

Block 8 - Remove Add Decision

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 9 - Reformat newItem JSON

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 10 - Append newItem into items with currency_code

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 11 - Collect Invoice Details

Type / Role: n8n-nodes-base.formTrigger - formTrigger
Config choices: Version 2.2

Block 12 - Prompt for Additional Line-Item

Type / Role: n8n-nodes-base.form - form
Config choices: Version 1

Block 13 - Prompt for Additional Line-Item 1

Type / Role: n8n-nodes-base.form - form
Config choices: Version 1

Block 14 - Loop: More Items?

Type / Role: n8n-nodes-base.switch - switch
Config choices: Version 3.2

Block 15 - Combine New Items Into Master List

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.1

Block 16 - Fetch OAuth Token

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 17 - Call PayPal Create Invoice

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 18 - Dispatch Invoice via PayPal

Type / Role: n8n-nodes-base.httpRequest - httpRequest
Config choices: Version 4.2

Block 19 - Merge Base Invoice & Add-Item Decision

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.1

Block 20 - Merge Updated Items & Add-Item Decision

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.1

Block 21 - Strip Add-Item Loop Metadata

Type / Role: n8n-nodes-base.code - code
Config choices: Version 2

Block 22 - Merge Invoice Creation Response & Preview Data

Type / Role: n8n-nodes-base.merge - merge
Config choices: Version 3.1

Block 23 - Sticky Note1

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Block 24 - Sticky Note

Type / Role: n8n-nodes-base.stickyNote - stickyNote
Config choices: Version 1

Showing the first 24 of 28 workflow blocks. Download the JSON for the full node graph.

3. Summary Table

Workflow	Create and send multi-item PayPal invoices via email
Complexity	advanced
Nodes	28
Categories	Invoice Processing
Author	Andrew
Published	01 May 2025

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

Use the JSON export at /data/workflows/3811/3811.json as the source template for this automation.
2. Import the template into n8n

Open n8n, import the downloaded JSON, and review each node before activating the workflow.
3. Configure credentials and variables

Replace placeholder credentials, API keys, webhook URLs, account IDs, and environment-specific values with your own settings.
4. Test with sample data

Run the workflow manually or in a staging workspace, inspect node output, and confirm downstream systems receive the expected data.
5. Activate and monitor

Enable the workflow only after testing, then monitor executions, errors, and rate limits during the first production runs.

5. General Notes & Resources

Review imported nodes carefully before activation. This catalog entry is intended to help you inspect the workflow structure, understand required services, and find related templates faster.

Node names, credentials, schedules, webhook paths, and external service limits may need adjustment for your workspace.

Download workflow JSON Original n8n.io source Invoice Processing workflows

Frequently asked questions

What does Create and send multi-item PayPal invoices via email do?

What do I need before importing this workflow?

Review the workflow JSON, configure any required credentials in n8n, and test the automation in a safe workspace before using it in production.

Can I customize this workflow?

Yes. Use the block-by-block analysis and the downloadable JSON to inspect each node, then adjust credentials, prompts, schedules, filters, or destinations for your Invoice Processing use case.

Andrew

1 workflow

Nodes

n8n-nodes-base.code n8n-nodes-base.set n8n-nodes-base.merge n8n-nodes-base.form n8n-nodes-base.formtrigger n8n-nodes-base.switch n8n-nodes-base.httprequest n8n-nodes-base.stickynote

Complexity

advanced

Published 01 May 2025

Likes 0

View on n8n.io Download Workflow

Install path: /data/workflows/3811/3811.json

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Create and send multi-item PayPal invoices via email

Workflow preview

Important notice

1. Workflow Overview

Best for

Tools used

Source and attribution

1.1 Workflow description

Who Is This For?

What Problem Does It Solve?

What This Workflow Does

Setup

How to Customize

1.2 Logical Blocks

2. Block-by-Block Analysis

Block 1 - PayPal | Encode Basic Auth Token

Block 2 - Remove Client ID and Secret Key

Block 3 - Set Invoice Number and Date

Block 4 - Add href link for Preview

Block 5 - Get Preview URL

Block 6 - Reformat JSON

Block 7 - Add Another Item

Block 8 - Remove Add Decision

Block 9 - Reformat newItem JSON

Block 10 - Append newItem into items with currency_code

Block 11 - Collect Invoice Details

Block 12 - Prompt for Additional Line-Item

Block 13 - Prompt for Additional Line-Item 1

Block 14 - Loop: More Items?

Block 15 - Combine New Items Into Master List

Block 16 - Fetch OAuth Token

Block 17 - Call PayPal Create Invoice

Block 18 - Dispatch Invoice via PayPal

Block 19 - Merge Base Invoice & Add-Item Decision

Block 20 - Merge Updated Items & Add-Item Decision

Block 21 - Strip Add-Item Loop Metadata

Block 22 - Merge Invoice Creation Response & Preview Data

Block 23 - Sticky Note1

Block 24 - Sticky Note

3. Summary Table

4. Reproducing the Workflow from Scratch

1. Download the workflow JSON

2. Import the template into n8n

3. Configure credentials and variables

4. Test with sample data

5. Activate and monitor

5. General Notes & Resources

Frequently asked questions