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Reports, Analytics & Dashboards

Email a daily invoice summary report from cashwerk via SMTP at 08:00

Runs every morning at 08:00, pulls recent invoices from cashwerk, builds an HTML table of counts, totals and statuses, and emails it via SMTP.

What it does

## How it works Every morning at 08:00 the workflow reads the most recent invoices out of cashwerk, turns them into one small HTML table and emails it to whoever has to look at the numbers. Nobody opens the app to find out where the month stands. The report carries the invoice count, the gross total, a count per status and the newest 25 rows. Totals come from the list endpoint itself, which returns them computed, so no amount is recalculated here and none can drift from what cashwerk shows. A delivery note or another non-financial document returns no totals at all rather than totals of zero, and is left out of the sum instead of pulling it down. ## Setup steps 1. Install the community node n8n-nodes-cashwerk (Settings → Community nodes). 2. In cashwerk go to Settings → API Platform, create an API key, and add it as a cashwerk API credential on *Get Invoices*. Scope it to reading invoices. 3. Put your SMTP credential, the sender and the recipient on *Send Email*. 4. Run the workflow by hand once and read the mail before you activate it. ## Limits - 100 invoices per run. Raise the limit on *Get Invoices*, or switch on *Return All* if you file more than that in a day. - The mail is sent whether or not anything was invoiced: an empty table means a quiet day, not a broken run.

The steps

  1. Every day 08:00
  2. Get Invoices
  3. Build Report
  4. Send Email

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