Quickstart - Invopop

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

Go to console.invopop.com and select your sign up method. Selecting “Google” will take you to the Google sign-up page.

Fill in your information

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

Create a first sandbox workspace

You’ll be prompted to create a first sandbox workspace. Don’t worry, you can always create more workspaces later.

Congratulations, you've just created your first sandbox workspace

You will be redirected to the Invopop console. Congratulations, you’ve just created your first sandbox workspace!

Inviting colleagues

Now that you’ve signed up, you can invite your colleagues to join your organization. 1.

Go to Admin

Within the Invopop console, click on your name on the bottom left corner, and select Configure organization. You may be prompted login again, and you’ll be redirected to the workspaces page.

Go to the members' page

Click on the Members tab on the left. You’ll 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 colleagues’ email addresses and position and click on Send.

All done

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 let’s create your first workflow. We’ll start with a simple workflow that generates a PDF invoice.

Go to Console

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.

Go to Workflows

Click on the Workflows on the left sidebar. You’ll see a list of all the workflows in your workspace.

Create a workflow

Click on the Create workflow button on the top right corner. You’ll see a list of template workflows that you can use to get started.

Select a template

Select the “PDF Invoice” template and click on Load template.

Modify the workflow

Let’s 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.

Configure the step

You should now see the configuration of the Set state step, otherwise click on the step you’ve just added. Select Sent in the State dropdown.

Save and Publish

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 let’s upload an invoice to your workspace that we’ll later send to the ‘PDF Invoice’ workflow. You can upload document manually from the Console or by using the API.

Console
API

In the Console, click on Invoices on the left sidebar.
Click on the New invoice button on the top right corner. You’ll 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.

Example invoice

  {
      "$schema": "https://gobl.org/draft-0/bill/invoice",
      "$regime": "GB",
      "uuid": "01975e35-426f-760e-aab8-a30b942fee07",
      "type": "credit-note",
      "series": "SAMPLE",
      "code": "000002",
      "issue_date": "2025-06-11",
      "currency": "GBP",
      "preceding": [
          {
              "uuid": "019035bd-4524-73ab-bf44-6037841ce5d9",
              "type": "standard",
              "issue_date": "2024-07-31",
              "series": "SAMPLE",
              "code": "001"
          }
      ],
      "supplier": {
          "name": "Test Company Ltd.",
          "tax_id": {
              "country": "GB",
              "code": "000472631"
          },
          "addresses": [
              {
                  "num": "12",
                  "street": "Main Street",
                  "locality": "Hull",
                  "code": "HU17 7PQ",
                  "country": "GB"
              }
          ],
          "emails": [
              {
                  "addr": "company@example.com"
              }
          ]
      },
      "customer": {
          "name": "Random Company Ltd.",
          "tax_id": {
              "country": "GB",
              "code": "350983637"
          },
          "addresses": [
              {
                  "num": "45",
                  "street": "Some Street",
                  "locality": "London",
                  "code": "SW1A 1AA",
                  "country": "GB"
              }
          ],
          "emails": [
              {
                  "addr": "random@example.com"
              }
          ]
      },
      "lines": [
          {
              "i": 1,
              "quantity": "20",
              "item": {
                  "name": "Development services",
                  "price": "90.00",
                  "unit": "h"
              },
              "sum": "1800.00",
              "discounts": [
                  {
                      "reason": "Special discount",
                      "percent": "10%",
                      "amount": "180.00"
                  }
              ],
              "taxes": [
                  {
                      "cat": "VAT",
                      "rate": "standard",
                      "percent": "20.0%"
                  }
              ],
              "total": "1620.00"
          }
      ],
      "totals": {
          "sum": "1620.00",
          "total": "1620.00",
          "taxes": {
              "categories": [
                  {
                      "code": "VAT",
                      "rates": [
                          {
                              "key": "standard",
                              "base": "1620.00",
                              "percent": "20.0%",
                              "amount": "324.00"
                          }
                      ],
                      "amount": "324.00"
                  }
              ],
              "sum": "324.00"
          },
          "tax": "324.00",
          "total_with_tax": "1944.00",
          "payable": "1944.00"
      }
  }

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. You’ll be redirected to the invoice detail view.

Use the Create an Entry API endpoint with a request body that wraps your invoice in the required structure.Your request body should look like this:

{
  "content_type": "application/json",
  "data": {}
}

Populate the data field with your complete invoice object. You can use the example below:

  {
    "$schema": "https://gobl.org/draft-0/bill/invoice",
    "$regime": "GB",
    "uuid": "029035bd-4524-73ab-bf44-6037841ce5d9",
    "type": "standard",
    "series": "SAMPLE",
    "code": "001",
    "issue_date": "2024-07-31",
    "currency": "GBP",
    "supplier": {
        "name": "Test Company Ltd.",
        "tax_id": {
            "country": "GB",
            "code": "000472631"
        },
        "addresses": [
            {
                "num": "12",
                "street": "Main Street",
                "locality": "Hull",
                "code": "HU17 7PQ",
                "country": "GB"
            }
        ],
        "emails": [
            {
                "addr": "company@example.com"
            }
        ]
    },
    "customer": {
        "name": "Random Company Ltd.",
        "tax_id": {
            "country": "GB",
            "code": "350983637"
        },
        "addresses": [
            {
                "num": "45",
                "street": "Some Street",
                "locality": "London",
                "code": "SW1A 1AA",
                "country": "GB"
            }
        ],
        "emails": [
            {
                "addr": "random@example.com"
            }
        ]
    },
    "lines": [
        {
            "i": 1,
            "quantity": "20",
            "item": {
                "name": "Development services",
                "price": "90.00",
                "unit": "h"
            },
            "sum": "1800.00",
            "discounts": [
                {
                    "reason": "Special discount",
                    "percent": "10%",
                    "amount": "180.00"
                }
            ],
            "taxes": [
                {
                    "cat": "VAT",
                    "rate": "standard",
                    "percent": "20.0%"
                }
            ],
            "total": "1620.00"
        }
    ],
    "totals": {
        "sum": "1620.00",
        "total": "1620.00",
        "taxes": {
            "categories": [
                {
                    "code": "VAT",
                    "rates": [
                        {
                            "key": "standard",
                            "base": "1620.00",
                            "percent": "20.0%",
                            "amount": "324.00"
                        }
                    ],
                    "amount": "324.00"
                }
            ],
            "sum": "324.00"
        },
        "tax": "324.00",
        "total_with_tax": "1944.00",
        "payable": "1944.00"
    }
  }

If everything goes well, you’ll get a 200 OK response along with the JSON for your newly registered invoice.

You’ve just created your first invoice! You can click on Preview to see how it’d look like in a PDF format.

Processing an invoice

Next, we’ll process the invoice by sending it to the ‘PDF Invoice’ workflow we set up earlier. You can do this manually from the Console or by using the API.

Console
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 — in this case, PDF Invoice — and click Run Workflow.

You’ll see the Status of the invoice update to Sent, confirming it’s been processed.

Use the Create a Job API endpoint with the following request body:

  {
    "workflow_id": "186522a6-e697-4e34-8498-eee961bcb845",
    "silo_entry_id": "03836750-461b-11f0-a07f-051acfb70532"
  }

silo_entry_id should reference the Silo Entry ID of the uploaded invoice.
workflow_id should reference the ID of the workflow you created.

If everything goes smoothly, you’ll receive a 202 Accepted response confirming the invoice has been processed.

That’s it! You’ve successfully processed your first invoice.

​Signing up

​Inviting colleagues

​Creating a workflow

​Uploading an invoice

​Processing an invoice

Signing up

Inviting colleagues

Creating a workflow

Uploading an invoice

Processing an invoice