Goal of this tutorial
In this tutorial, you will:- Sign up for an Invopop account and get your first sandbox workspace working.
- Invite your colleagues to join your workspace.
- Create a simple workflow to issue an invoice.
- Upload the invoice to the workflow and process it.
Signing up
Letโs start by signing up for an Invopop account.- Go to https://console.invopop.com and select your sign up method (email or Google).

- Fill in the form with your name, company, and position. The company will become your organization in Invopop, more on that later.

- Youโll be prompted to create a first sandbox workspace. Donโt worry, you can always create more workspaces later.

- You will be redirected to the Invopop console. Congratulations, youโve just created your first sandbox workspace!

Inviting colleagues
Now that youโve signed up, you can invite your colleagues to join your organization.- Within the Invopop console, click on your name on the bottom left corner, and select Configure , where organization is the name of your company. You may be prompted to enter login again, and youโll be redirected to the organization settings page.

- Click on the Members tab on the left. Youโll see a list of all the members in your organization.

- Click on the Invite button on the top right corner.
- Fill in the form with your colleaguesโ email addresses and position and click on Send.
- Your colleagues will receive an email with a link to join your organization and will be able to access any workspace associated with your organization.
Creating a workflow
Now letโs create your first workflow. Weโll start with a simple workflow that generates a PDF invoice.- Go back to the workspace, by clicking on the Workspaces tab, selecting your workspace and clicking on Go to Console or simply opening a new tab in https://console.invopop.com.

- Click on the Workflows on the left sidebar. Youโll see a list of all the workflows in your workspace.

- Click on the Create workflow button on the top right corner. Youโll see a list of template workflows that you can use to get started.
- Select the โPDF Invoiceโ template and click on Load template.
- Letโs add a step that sets the Document state to Sent after the PDF is generated. Click on the + button below the top right corner and select Set State in the right sidebar.

- You should now see the configuration of the Set State step, otherwise click on the step youโve just added. Select Sent in the State dropdown.
- Click on the Save Draft button save your draft workflow. Now click on Publish so you can start using it in your workspace.
Uploading an invoice
Now letโs upload an invoice to your workspace that weโll later send to the โPDF Invoiceโ workflow. You can upload document manually from the Console or by using the API.- In the Console, click on Invoices on the left sidebar.
- Click on the New invoice button on the top right corner. Youโll be redirected to the document editor.
- The document editor has two modes: the visual view and the code view. Switch to the code view by clicking on the toggle below the Save button.

- Copy the invoice example below and paste it in the code view.
- Click on the calculator icon to build the invoice. This will normalize and validate fields and add any calculated fields.

- Click on the Save button on the top right corner to save the invoice. Youโll be redirected to the invoice detail view.

Processing an invoice
Next, weโll process the invoice by sending it to the โPDF Invoiceโ workflow we set up earlier. You can do this manually from the Console or by using the API.- In the Console, click on Invoices in the left sidebar.
Select the invoice you just uploaded. This will open the document editor.
- Click Select Workflow in the top-right corner to open the workflow selection dialog.

- Select the workflow you want to run โ in this case, PDF Invoice โ and click Run Workflow.

- Youโll see the Status of the invoice update to Sent, confirming itโs been processed.