How to Build a Conversational Invoice Generator
A Professional Invoice Generation Tool with Email Capability
Table of Contents
Overview
You will learn how to build a web app that lets users chat with an assistant to collect invoice data, preview the invoice in real time, generate a PDF using an external API, and email it through Gmail.
User Flow:
- User Input
- Chat UI
- Collect Details
- Preview Invoice
- Edit and Regenerate
- Email it to the client or download as PDF
Technology Stack
Frontend
Backend
Database
APIs and Required Services
Invoice Generation API
How to Get API Access
- Visit https://invoice-generator.com/developers
- Create a free account
- Copy your API key from the dashboard
- Share it with Neo (Emergent's Agent) and it will add it to the backend.
Step
Gmail API (for sending invoices)
You will integrate Gmail so users can email invoices directly.
How to Get API Access
- Go to Google Cloud Console
- Create a new project
- Open API Library and enable Gmail API
- Create OAuth credentials
- Add redirect URIs for dev and production
- Copy Client ID and Client Secret
- Share it with Neo (Emergent's Agent) and it will add it to the backend.
Core Features
Final Notes
You now have a clear plan for building a smart invoice app that uses:
- A conversational UI
- A professional PDF generator
- Gmail email delivery
- A modern React interface
Check out the polished version of the app we made right here:

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