> ## Documentation Index
> Fetch the complete documentation index at: https://docs.twenty.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Generate a Quote or Invoice from Twenty

> 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 theme={null}
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)