Automated invoice generation

On-brand invoices, calculated and sent in seconds.

Stop rebuilding invoices in Word or Canva and double-checking totals by hand. Design one locked invoice template, then generate every invoice from your billing system, a monthly CSV or a quick request to your AI assistant.

How it works

One template. Every invoice. No broken totals.

A repeating table grows with the line items you send, and Docit computes subtotal, tax and grand total at render time.

01

Design the invoice once

Add your logo, payment details, a QR code and a repeating line-item table in the visual editor.

02

Send the line items

Pass a lineItems array in the API payload, or upload a CSV with one row per line item, grouped by invoice number.

03

Get the finished PDF

Docit renders each invoice with rows, totals and pagination handled, stores it with history and returns a file URL.

Built for repeatable work

Faster invoices mean faster cash

Every invoice that waits on a person delays payment. Docit removes that wait without loosening brand control.

01

Computed totals

Subtotal, tax and grand total are calculated from the line items, so they don't depend on manual math.

02

Grouped CSV runs

Export line items from your billing tool and get one invoice per client in a single bulk job.

03

Weekend-proof

Ask Claude, ChatGPT or Gemini to invoice a client and get the branded PDF back in the chat.

04

Validated before render

Missing fields are caught before generation, not after a client spots them.

Practical examples

Invoicing workflows teams automate with Docit

01

SaaS subscription invoices

Trigger an invoice from your billing webhook with plan, seats and tax pulled from your app.

02

Agency month-end billing

Upload the month's time and expense lines and generate one invoice per client.

03

Quotes and estimates

Reuse the same line-item table for quotes, then collect a signature to approve them.

04

Receipts and statements

Generate receipts and account statements from the same structured data.