payload invoicepdf

Professional PDF invoices and quotes for Payload CMS

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A Payload CMS 3.x plugin that adds complete invoice and quote management — JSX-based PDF templates, email sending, quote acceptance workflows, customer autofill, and a rich admin UI — out of the box.

Features

• PDF Generation — 4 built-in templates (Classic, Modern, Minimal, Bold) rendered with @react-pdf/renderer. Create custom templates with JSX.
• Invoices & Quotes — Full collections with auto-numbering (INV-2026-0001), status tracking, line items, tax calculation, and due dates.
• Email Sending — Send invoices/quotes via email with PDF attachments or live document links. Tracks send history per document.
• Quote Acceptance — Clients receive a secure link to view, accept, or decline quotes. Accepting auto-creates a draft invoice.
• Customer Autofill — Connect your existing customer collection. Select a customer and client fields fill automatically.
• Product Autofill — Link your product catalog. Add a product to a line item and description + price populate instantly.
• PDF History — Every generated PDF is stored and versioned. Browse and download previous versions from the admin.
• Admin UI — Tabbed document views, sidebar actions (download, generate, send, convert), email composer drawer, and related document links.

Screenshots

Quote Management

PDF History

Send Email Drawer

Send History

Quote Acceptance Page

Email Template

Quick Start

npm install payload-invoicepdf
# or
pnpm add payload-invoicepdf

// payload.config.ts
import { invoicePdf, builtInTemplates } from 'payload-invoicepdf'

export default buildConfig({
  // ...your config
  plugins: [
    invoicePdf({
      productCollection: 'products',
      productFieldMapping: {
        name: 'name',
        price: 'price',
      },
      templates: builtInTemplates,
    }),
  ],
})

That's it. You now have invoices and quotes collections with PDF generation, a shop-info global for your company details, and sidebar buttons for downloading, generating, and emailing documents.

Built-in PDF Templates

Template	Style
Classic	Traditional business invoice with clean lines
Modern	Sleek, minimal layout with accent colors
Minimal	Ultra-clean whitespace-heavy design
Bold	Strong color header, high contrast

Select a template per document, or set a default. Build your own with @react-pdf/renderer — see the Custom Templates Guide.

Documentation

Guide	Description
Getting Started	Installation, configuration, and your first invoice
Configuration Reference	All config options with examples
PDF Templates	Built-in templates and how to select them
Custom Templates	Build your own PDF and email templates with JSX
Email Sending	Email setup, templates, and send history
Quote Acceptance	Secure link workflow for client quote responses
Customer Autofill	Connect your customer collection for autofill

Requirements

• Payload CMS ^3.79.0
• Node.js ^18.20.2 or >=20.9.0
• A media collection with uploads enabled (or specify a custom mediaCollection)

License

MIT