Short answer: Export CSV, upload (system remembers mapping), generate bulk invoices, download ZIP. 5 minutes monthly.
Automated Monthly Workflow
Turn month-end invoicing from 5 hours into 5 minutes with repeatable automation:
Month 1 (Initial Setup - 10 minutes):
- Export January CSV from Stripe/payment processor
- Upload to invoice generator
- Map CSV columns to invoice fields
- Enter company details
- Generate invoices, download ZIP
Month 2+ (Automated - 5 minutes):
- Export February CSV
- Upload (system auto-applies saved mapping)
- Click "Generate"
- Download ZIP, send to accountant
Time Savings: After initial setup, 95% faster every subsequent month.
What Gets Automated
- Field Mapping: Saved after first upload
- Company Details: Stored for all future invoices
- Sequential Numbering: Continues automatically
- VAT Calculations: Computed based on rates
- Reverse Charge: Applied automatically for B2B EU
- PDF Generation: All invoices created in parallel
- File Organization: ZIP created with proper naming
Setting Up Your Monthly Automation
Step 1: Standardize Your CSV Export
Use consistent export settings every month:
- Same columns: Keep CSV structure consistent
- Same date range: Full month (1st to last day)
- Same filters: All transactions or specific types
Step 2: Create Calendar Reminder
Set recurring reminder for:
- Date: 3rd of each month (allows settling time)
- Task: "Generate monthly invoices for accountant"
- Duration: 5 minutes
Step 3: Document Your Process
Write down your personal workflow:
My Monthly Invoice Workflow:
- Login to Stripe
- Go to Payments → Export
- Select previous month date range
- Download CSV
- Upload to CSV2Invoice.com
- Click Generate
- Download ZIP
- Email to accountant@example.com
Advanced Automation Options
Payment Processor Automations:
- Stripe: Schedule monthly CSV exports
- Zapier: Auto-trigger CSV export monthly
- Email Rules: Auto-forward exports to specific folder
Accountant Delivery Automation:
- Shared Dropbox Folder: Upload monthly ZIP automatically
- Google Drive: Accountant folder with read access
- Email Filters: Auto-forward with specific subject line
Monitoring Your Automation
Check these monthly to ensure quality:
- Invoice Count: Matches transaction count?
- Total Revenue: Matches payment processor?
- Numbering Sequence: No gaps from previous month?
- VAT Totals: Correct rates applied?
Common Automation Mistakes
Mistake 1: Inconsistent CSV Exports
- Problem: Different columns each month
- Solution: Save export template in payment processor
Mistake 2: Wrong Date Range
- Problem: Missing first/last days of month
- Solution: Always export "Full Month" not "Last 30 Days"
Mistake 3: Skipping Review
- Problem: Errors go to accountant
- Solution: Quick 1-minute sanity check before sending
Time Savings Breakdown
Manual vs Automated:
| Task | Manual | Automated |
|---|---|---|
| Export data | 2 min | 1 min |
| Create invoices | 4-5 hours | 2 min |
| Organize files | 15 min | 1 min |
| Total | ~5 hours | 5 minutes |
Annual Time Savings: 60 hours (1.5 work weeks)