upstream-twenty/packages/twenty-docs/user-guide/workflows/how-tos/connect-to-other-tools/generate-quote-or-invoice-from-twenty.mdx

---
title: Generate a Quote or Invoice from Twenty
description: Automatically create invoices in external tools when deals close.
---

Automatically send deal data to your invoicing system (Stripe, QuickBooks, Xero, etc.) when an opportunity is won.

## Workflow Structure

1. **Trigger**: Record is Updated (Opportunity)
2. **Filter**: Stage = Closed Won
3. **Search Record**: Get Company details
4. **Code** (optional): Format payload
5. **HTTP Request**: Send to invoicing system

## Step 1: Set Up the Trigger

1. Create a new workflow
2. Select **Record is Updated** trigger
3. Choose **Opportunity** as the object

## Step 2: Filter for Closed Won

Add a **Filter** action to only continue when the deal is won:

| Setting | Value |
|---------|-------|
| **Field** | Stage |
| **Condition** | Equals |
| **Value** | `CLOSED_WON` (or your stage name) |

<Tip>
The trigger fires on any Opportunity update. The Filter ensures the workflow only continues when the stage changes to Closed Won.
</Tip>

## Step 3: Get Company Details

The Opportunity record may not include all Company fields you need for the invoice. Add a **Search Record** action:

| Setting | Value |
|---------|-------|
| **Object** | Company |
| **Match by** | ID equals `{{trigger.object.companyId}}` |

This retrieves the full Company record with billing address, tax ID, etc.

## Step 4: Format the Payload (Optional)

If your invoicing system expects a specific format, add a **Code** action:

```javascript
export const main = async (params: {
  opportunity: any;
  company: any;
}): Promise<object> => {
  const { opportunity, company } = params;

  return {
    invoice: {
      // Customer info from Company
      customer_name: company.name,
      customer_email: company.email || "",
      billing_address: {
        line1: company.address?.street || "",
        city: company.address?.city || "",
        postal_code: company.address?.postalCode || "",
        country: company.address?.country || ""
      },
      tax_id: company.taxId || null,

      // Invoice details from Opportunity
      amount: opportunity.amount,
      currency: opportunity.currency || "USD",
      description: `Invoice for ${opportunity.name}`,
      due_days: 30,

      // Reference back to Twenty
      metadata: {
        opportunity_id: opportunity.id,
        company_id: company.id
      }
    }
  };
};
```

## Step 5: Send to Invoicing System

Add an **HTTP Request** action:

| Setting | Value |
|---------|-------|
| **Method** | POST |
| **URL** | Your invoicing API endpoint |
| **Headers** | `Authorization: Bearer YOUR_API_KEY` |
| **Body** | `{{code.invoice}}` or map fields directly |

### Example: Stripe Invoice

```
POST https://api.stripe.com/v1/invoices
Headers:
  Authorization: Bearer sk_live_xxx
  Content-Type: application/x-www-form-urlencoded

Body:
  customer: {{company.stripeCustomerId}}
  collection_method: send_invoice
  days_until_due: 30
```

### Example: QuickBooks Invoice

```
POST https://quickbooks.api.intuit.com/v3/company/{realmId}/invoice
Headers:
  Authorization: Bearer YOUR_ACCESS_TOKEN
  Content-Type: application/json

Body: {{code.invoice}}
```

## Complete Workflow Summary

| Step | Action | Purpose |
|------|--------|---------|
| 1 | Trigger: Record Updated | Fires when any Opportunity changes |
| 2 | Filter | Only proceed if Stage = Closed Won |
| 3 | Search Record | Get full Company details for billing |
| 4 | Code | Format data for invoicing API |
| 5 | HTTP Request | Create invoice in external system |

## Tips

- **Store external IDs**: Save the invoice ID returned by the API back to the Opportunity using an **Update Record** action
- **Error handling**: Add a branch to send a notification if the HTTP request fails
- **Test first**: Use your invoicing system's sandbox/test mode before going live

## Related

- [Generate a PDF from Twenty](/user-guide/workflows/how-tos/connect-to-other-tools/generate-pdf-from-twenty) — attach generated PDFs to records
- [Workflow Triggers](/user-guide/workflows/capabilities/workflow-triggers)
- [Workflow Actions](/user-guide/workflows/capabilities/workflow-actions)
- [Closed Won Automations](/user-guide/workflows/how-tos/crm-automations/closed-won-automations)