How to Build a Conversational Invoice Generator

A Professional Invoice Generation Tool with Email Capability

Written by
Naman
Reviewed by
Debayan
Last updated: 
June 4, 2026
0
 min read
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:

  1. User Input
  2. Chat UI
  3. Collect Details
  4. Preview Invoice
  5. Edit and Regenerate
  6. Email it to the client or download as PDF

Technology Stack

Frontend

Tool Purpose
React UI framework
Vite Dev server and bundler
Tailwind Styling system
Shadcn UI Components (dialog, input, cards)
Framer Motion Animations
Lucide React Icons
Sonner Toasts and alerts

Backend

Tool Purpose
FastAPI Backend framework
Motor MongoDB driver
Pydantic Validation
Requests External API calls

Database

Tool Purpose
MongoDB Store drafts

APIs and Required Services

Invoice Generation API

Feature Details
Format PDF or UBL
Pricing Free up to 100 invoices per month
Output Professional invoice PDF
Key Fields Items, tax, discounts, shipping, notes, currency

Provided by Invoice-Generator.com.

How to Get API Access

  1. Visit https://invoice-generator.com/developers
  2. Create a free account
  3. Copy your API key from the dashboard
  4. Share it with Neo (Emergent's Agent) and it will add it to the backend.

Step

Step Action
1 Visit https://invoice-generator.com/developers
2 Create an account
3 Copy your API key from the dashboard
4 Add it to your backend .env file

Gmail API (for sending invoices)

You will integrate Gmail so users can email invoices directly.

How to Get API Access

  1. Go to Google Cloud Console
  2. Create a new project
  3. Open API Library and enable Gmail API
  4. Create OAuth credentials
  5. Add redirect URIs for dev and production
  6. Copy Client ID and Client Secret
  7. Share it with Neo (Emergent's Agent) and it will add it to the backend.

Core Features

Feature Description
Conversational Input AI-style chat that replaces traditional forms
Quick Choice Chips Fast selection for currency, date, items and tax
Real Time Summary Assistant prints totals, taxes and due amounts
PDF Preview Base64 embed or download
Email Invoice Gmail integration with OAuth
Save Draft Store invoice data per user

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:

build a conversational invoice generator
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