Grist Invoice Widget: 100% Free Invoices & E-Invoices

Grist Custom Widget · Invoicing

Invoice Studio · A free Grist widget by ANUPRESS

A Grist invoice widget that sends what your tables already know

You keep clients, products and jobs in a table. The invoice should come from there, not from a second app you retype it into. Invoice Studio reads the tables you have, draws the document, exports the PDF or the e-invoice file, and gets it on its way. It runs in your browser and nothing leaves your document.

Open the live demo Install it in Grist ↓

By ANUPRESS Team · Free and open source · Reading time ~20 min

This is the complete guide to the Grist invoice widget from the people who built it: why an invoice creator that lives inside your own database beats a separate invoicing app, how to install it in ten minutes even if you have never opened Grist, what every button does, and what it will not do. The demo below is the real widget on a sample business, with nothing to sign up for.

Why an invoice creator inside your database

Most invoice generators work the same way. You open a website, type the client’s address again, type the lines again, download a PDF, and the record of that invoice lives on someone else’s server behind a monthly fee. The free tier caps how many you can send, the client list is theirs, and the day you stop paying the history goes dark.

The Grist invoice widget starts from the other end. Your clients are already a table. Your products are a table. An invoice is one row plus its lines, and the widget draws the document from those rows. Everything a professional invoice creator does happens in your browser, on data that stays in a document you own and can open in a spreadsheet view at any time.

What a professional invoice creator must do	Invoice Studio	A typical subscription invoicing app
Invoices, quotes, receipts, credit notes, proformas, delivery notes, statements	All of them, from one table, each drawn by its own rules	Usually invoices and quotes; the rest on a higher plan
Numbering you control, per kind, restarting yearly or monthly	Yes, with a prefix, padding and reset period per kind	Often fixed
Your logo, colour, wording and legal line	Yes, stored in the document	Yes, on paid plans
Tax by country, reverse charge, small-business exemption, Indian GST split	Yes, worked out from the two addresses	Varies
The client’s language on the document	Per client, in English, German, French, Spanish, Italian, Dutch, Polish and Portuguese	Sometimes
E-invoices that public bodies accept (XRechnung, Factur-X, UBL)	Yes, accepted by the official validators	Rare, or an add-on
A payment QR code the client scans	SEPA, UPI or a payment link	Card links on paid plans
Reminders, late interest, statements of account	Yes	Yes, on higher plans
Repeat invoices for rent and retainers	One press raises the next period	Yes
Your data stays yours	In your Grist document; the widget has no server	On the vendor’s server
Price	Free, open source, no account	Monthly fee per user, or a capped free tier

Two honest gaps: the widget cannot send email on its own, because a web page has no mail server, and it takes no card payments, because that needs a server too. Both are covered below with the routes that do work.

Live demo of the Grist invoice widget

This is the real widget on a construction firm’s sample business, the same starter you would get on first load. Click an invoice on the left, switch the layout in the top bar, press Edit to open the composer, or Send to see the message it writes. Nothing here is saved anywhere.

anupress.github.io/grist-invoice-studio · live demo

Every trade has its own starter. Add ?trade=restaurant, ?trade=legal or any trade id from the gallery below to the demo URL to load that business instead.

How the Grist invoice widget works

Grist shows the widget on a page like any other view. The Grist invoice widget asks for four tables, works out which is which from their column names, and draws the selected invoice. When you press Save it writes rows back through the same API. The PDF, the e-invoice XML and the email are all built in the browser. There is no ANUPRESS server in the loop, which is why there is no account, no fee and no usage limit.

New to Grist? Start here

Grist is a spreadsheet that behaves like a database. You get tables with typed columns, references between tables, formulas in Python, and pages of views you lay out yourself. It is open source, there is a hosted version with a free plan, and you can run it on your own machine or server. For invoicing that means the invoice list can be filtered, summed and charted like any other table, and exported whenever you want.

Create a free account at getgrist.com, or install Grist on your own machine if you would rather keep it entirely local.
Create an empty document. Give it a name like Invoicing. You do not need to add any tables: the widget builds them.
Add the widget with the four steps in the next section. On first load the widget offers to set up a sample business for your trade, so within a minute you are looking at working invoices.

Coming from a spreadsheet? Grist imports Excel and CSV files directly. The CSV section below gives you four files with the right headers, so your client list and price list can be in place before you write the first invoice.

Install the Grist invoice widget

Add a widget to a page in your document and choose Custom. Grist’s own custom widget page shows the panel.

Paste the URL into Enter Custom URL:

Widget URL

https://anupress.github.io/grist-invoice-studio/

Set Access to Full document access in the creator panel on the right.
Set up or connect. An empty document gets the trade chooser. A document with invoice tables opens straight onto its first invoice.

Step 3 is not optional. Below full access, Grist refuses to list the document’s tables at all, so a document full of invoices looks identical to an empty one. The widget says so rather than telling you that you have no invoices. It asks for full access because it reads four tables and writes rows, columns and attachments back to them. Try it on a copy of your document first. Everything it writes is additive: rows it creates, columns it adds, never a rename or a removal.

If you run Grist yourself, there is a shorter route. Start Grist with GRIST_WIDGET_LIST_URL pointing at https://anupress.github.io/grist-invoice-studio/manifest.json and both ANUPRESS widgets appear in the Custom widget picker with nothing to paste.

Set up: a sample business, or your own tables

Point the Grist invoice widget at a document with no invoice tables and it offers to build them. Pick your trade first, because the trade decides what the sample documents are for: a builder gets labour and materials with job references, a café gets lunches and a catering account, a legal practice gets professional charges and disbursements. A line under the chooser says what the choice sets: the document it opens with, the layout, whether prices include tax, how the numbers run. The sample document below redraws as you change it.

The Grist invoice widget's setup notice with the trade chooser set to Restaurant or café and a sample receipt drawn below it — Pick a trade (1), set up the sample business (2), and the preview below (3) redraws with that trade’s document, layout and tax settings.

Then choose how to start:

With a sample business. Four tables, a business with a name and address, three or four clients, a catalogue, and five documents in five states: overdue, paid, part paid, sent and draft. Everything works before you type a word.
Empty. The same four tables with nothing in them.
Your own tables. Keep what you have. Open Data and tell the widget which table and which columns hold what. A table whose client column is called Kunde and whose price is Preis works as well as any other once it is described there.

The Data drawer of the Grist invoice widget showing how the document was read and the table choosers — The Data drawer: how the document was read, the sample rows setup created with one button to remove them, and a chooser for each of the four tables (1).

The sample business carries the ANUPRESS name so a screenshot says who made the widget. Every client, address, phone number and tax number is invented, and the widget keeps pointing at Settings until you replace the business with yours. When your own data arrives, Data → Remove the sample rows deletes exactly the rows setup created and nothing else.

The screen, part by part

The Grist invoice widget showing five sample documents on the left and a banded construction invoice on the right, with the owed and overdue totals — The list (1), the kind and layout choosers (2), the Send, Data and Settings buttons (3), and the line that says what is owed (4).

The list. Every document with its number, client, amount and state. A filter box narrows it by number or client. Above it, Refresh rereads the tables, Edit opens the selected document in the composer and New starts one. The tabs switch the list to Clients or Catalogue.
Kind and layout. The kind chooser turns the current document into a quote, receipt or credit note on screen, and the kind is saved with the document. The layout chooser tries another masthead for this session; the business’s own layout lives in Settings.
Send, Data, Settings, Print. Send opens the message panel. Data opens the drawer that says which table holds what. Settings holds everything the business decides once. Print prints the document and nothing else.
What is owed. One line above the list totals every open document and every overdue one, so the widget answers the first question a business has before you click anything.

The documents it produces

One table holds every kind. A Kind column, which setup creates and the Data drawer offers to existing documents, says what each row is, so a café’s table holds till receipts beside the catering account’s invoices and each opens as itself. A saved credit note reopens as a credit note.

Kind	What changes
Invoice, proforma	Asks for money. Shows payment details, the pay-online code and the balance.
Quote	Carries a valid-until date instead of a due date. Shows no bank details, so it cannot be paid by accident.
Receipt	Its second date is when it was paid. Its total is what was paid. No payment details.
Credit note	Names the invoice it reverses under Refers to.
Statement of account	Lists documents rather than items, oldest first, with a running balance.
Delivery note, packing slip	Quantities only. No prices, because the person unpacking the box is not the person who agreed the price.

Layouts differ in the masthead and share one body: Classic, Banded, Letterhead, Minimal, Slate, Headline, Rail and Centred. Every layout gets every future fix. Convert turns a quote into an invoice, an invoice into a receipt or a credit note, each with its own numbering. Once a document has gone out it opens read-only, with the credit note one press away, because in most of Europe an issued invoice is a record that must not be altered. Settings can turn that off.

Writing an invoice in the Grist invoice widget

Press New, or Edit on an existing document. The composer sits above the live preview, so every keystroke shows on the page it will print on.

The composer of the Grist invoice widget with the document fields, the lines grid and the star that adds a line to the catalogue — Save writes the rows, with Duplicate, the conversions and the repeat control beside it (1). Lines are typed or picked from the catalogue (2). The star adds a line to the catalogue (3).

Document. The number is assigned when you save, in the format your settings define. The kind, the client, the issue and due dates, the service date an e-invoice needs, a status you can type your own words into, the client’s reference, and a language for this document only.
Client. A picker over your client table. It ends with + New client…, which opens the client form inline and selects the new client on save.
Lines. Type a description, or pick from the catalogue and the price, unit and tax class fill in. Picking something already on the document adds to that line’s quantity instead of starting a second one, as long as the price agrees. Every line has a star that adds it to the catalogue, priced as typed.
Money. A discount, shipping, an amount already paid, a currency for this document only, and a tax override for the odd one out.
Wording. Payment terms with suggestions, a note on the document, the client’s reference.

Save writes one invoice row and its line rows as a single Grist action, so the document’s history shows one step, not a dozen. A number is assigned at that moment and never recomputed, in the format your settings define: prefix, year, padding, and whether the sequence restarts yearly or monthly.

The month after: repeats, interest and statements

An invoice creator earns its keep after the first invoice, when the rent falls due again, a client pays late, and someone asks what they owe in total. Three controls in the Grist invoice widget cover that month.

Repeat a document

The repeat control in the Grist invoice widget's composer: next week, month, quarter or year, and Raise it — Choose the period and press Raise it: the same document again, dated for the next week, month, quarter or year, as a new draft.

Open a saved invoice, choose Next month (or week, quarter, year) and press Raise it. The widget copies the lines, advances every date by the period, clears the number and opens the result as a draft. Save assigns the next number. Rent, retainers and subscriptions take one press a period.

Interest on a late payment

The Money section of the Grist invoice widget's composer with the Add interest for the days overdue button — One press adds a line of interest for the days past the due date, at the rate you set in Settings. It is an ordinary line you can edit or remove.

The rate lives in Settings → Money and tax → Getting paid, at 8% a year unless you change it, which is the figure most late-payment rules in Europe are built around. The line it adds names the days and the rate, so the client sees the working.

A statement of account

Open a client record and press Draw up a statement of account. The widget lists every open document for that client with what was charged, what was paid and the balance after each. Print it or send it as a PDF. It is drawn from the ledger each time, so it is never out of date and never saved as a document of its own.

Clients and the catalogue

The left column holds three lists: Invoices, Clients and Catalogue. Clients and catalogue items are added and edited there, with a live preview of how the address block or the thumbnail and price will print. A catalogue item takes a picture by drag-and-drop; on a live document it is uploaded as a Grist attachment.

A client record open in the Grist invoice widget with the Draw up a statement of account button — A client record. The country decides the tax rate; the language column decides the words on their documents; the statement button (1) sits above the form.

The Catalogue list of the Grist invoice widget with product thumbnails and an item form open, showing how the line will print — A picture on a catalogue item becomes the thumbnail beside every line that bills it (1). The card on the right shows how the line will print (2).

Every column the table has appears on the form, not only the ones the widget uses. A catalogue with Colour, Size or Supplier gets those boxes too. Where a field has no column at all, such as a client table with no email, one press adds the column the way Grist’s own “+” button does, and nothing else in the table changes.

Sending

The Send panel writes the message for you, from wordings you can edit in Settings: invoice sent, a reminder before the due date, an overdue reminder, a final notice, payment received. Pick the wording, check the address and the subject, choose what to attach, then choose a route.

The Send panel of the Grist invoice widget with the message chooser set to an overdue reminder and the attachment set to PDF — Five wordings, written for you and yours to edit (1). Attach a PDF or an e-invoice file (2). The days overdue and the amount are filled in from the document.

Route	Attaches a file	Good for
Open in mail client	No. A mailto link cannot carry a file; you attach the download.	One invoice, your own address, no setup.
Copy the message	Paste a formatted message, with the invoice laid out under it, into any composer.	Webmail.
Queue it	Yes. The message and its files go into an Outbox table.	A Grist webhook or an automation that reads the Outbox and sends.
Send to it now	Yes. One POST to an endpoint you run.	Your own relay or mail service.

The routes in the Grist invoice widget's Send panel: open in mail client, copy, download, queue for a Grist webhook, or post to an endpoint — Your own mail client (1), an Outbox table that a Grist webhook delivers (2), or a POST to a relay of yours (3). The widget never holds a password or an API key.

The email itself is built the way a designed transactional email is built, from tables and inline styles, in four shells: a card on a tinted ground, a coloured band with your name in it, a dark band, or hairlines on white. Your logo, your accent colour and your address sit in it; a small credit line at the very bottom can be turned off. A summary above the message names the document, the amount and the due date, because that is what a client answers. The whole invoice can follow under the message, so a client who never opens attachments still sees what is owed.

Four email designs from the Grist invoice widget: card, banded, slate and plain, each with the sender's name, accent and footer — The covering email in its four shells. The first shows the invoice following the message.

XRechnung, Factur-X and UBL from Grist

Public bodies in Germany already require an electronic invoice, and business-to-business mandates are arriving across the EU. The widget builds the file from the same document you see on screen.

Format	What it is	Who wants it
Factur-X (ZUGFeRD)	A PDF/A-3 with the invoice embedded as CII XML. One file a person and a machine can both read.	German and French accounting systems, and anyone with a PDF reader.
UBL 2.1	The XML most e-invoicing networks exchange.	Peppol, and public bodies that accept UBL.
CII	The XML behind Factur-X, on its own.	Recipients who ask for it by name.

Choose the profile in Settings → Sending → Electronic invoices: EN 16931, XRechnung 3.0 for German public bodies, or Peppol BIS 3.0. Before a file goes, the Send panel lists what the profile requires and what the document is missing: a buyer reference, a seller tax number, a service date, a payment means. Transmission over the Peppol network needs an access point; hand the UBL file to one, with your Peppol ID entered in Settings.

The Grist invoice widget's pre-send check reporting an invoice ready as an XRechnung 3.0 e-invoice with nothing to fix — The pre-send check says what a receiver would reject (1); here there is nothing to fix. The attachment chooser offers Factur-X, UBL or CII (2).

Accepted by the official validators. Every kind of document the widget produces passes the EN 16931 rules and the KoSIT XRechnung rules in both UBL and CII; the KoSIT validator that German public bodies run accepts every XRechnung file; Peppol’s own rules pass; and Mustang confirms every Factur-X file as a conformant PDF/A-3 with valid metadata. The whole check is a script in the repository, so it is repeated after any change. For a first public-sector customer, run one file through their validator as well; every sender does.

Getting paid

Three things close most of the gap between an invoice and the money, and none of them needs a server.

A SEPA code. On a euro document with your IBAN in Settings, the widget prints the EPC QR code that nearly every banking app in the euro area scans to pre-fill the transfer: account, amount, reference.
A UPI code. On a rupee document with your UPI id, the equivalent for India.
A payment link. Any payment page you already have, printed as a code with the URL beside it for anyone typing.

A construction invoice from the Grist invoice widget with bank details and a pay-online QR code at the foot — How to pay, then the code (1). The QR is drawn as vector squares in the PDF too, so it prints sharp.

The code appears only on documents that ask for money with something still owed. A receipt, a quote or a credit note never carries one. Partial payments show a paid line and the balance; a paid receipt shows what was paid.

Languages and tax

A client’s Language column decides what their documents say: English, German, French, Spanish, Italian, Dutch, Polish or Portuguese. A French client gets a Facture, a German one a Rechnung, without anyone choosing per invoice. Dates, column headings, totals and the status word follow. The PDF embeds a subset of a font that carries the accents, so a Polish name prints as typed.

The Grist invoice widget rendering a Rechnung for a German client with German headings and dates — The same document to a German client (1). Nothing was chosen per invoice; the client record carries the language.

Tax comes from a rate you enter or from a rate table by country. The reverse charge between EU businesses is worked out from the two countries and the client’s VAT number, and the document says so. A business under a small-business scheme gets the sentence its country expects, such as the §19 UStG note in Germany. Indian documents split GST into CGST and SGST or keep IGST, from the two states.

Settings, tab by tab

Settings are saved into the Grist document itself, so everyone who opens the Grist invoice widget on that document sees the same business. Nothing in them is ever a password or an API key.

Business Logo, name, address, tax number and the legal line printed small at the foot of every document. Change of trade reapplies a starter without touching who you are.

The Money and tax tab of the Grist invoice widget's settings: currency, tax mode, rate presets and getting paid — **Money and tax** Currency and number format, one rate or a rate table by country, what the tax is called, prices with or without tax, and the ways of being paid: IBAN, UPI, payment link, late-payment rate.

The Document tab of the Grist invoice widget's settings: layout, paper size, density, labels and wording — **Document** Language, layout, paper, density, accent colour, PDF fonts, whether issued documents lock, and the labels and wording on the page.

Sending The e-invoice profile and Peppol ID, what to attach by default, the email shell and accent, and the credit line.

Two tabs are not pictured. Numbering sets the prefix, padding and reset period for each kind of document. Messages holds the five email wordings with their placeholders, so the reminder says what you would say.

PDF and print

The PDF writer is part of the Grist invoice widget, not a library. A document that stays within Western European letters uses the standard PDF fonts and weighs about 6 KB. One that needs more embeds only the glyphs on the page. Paper is A4, US Letter, US Legal, A5, or an 80 mm or 58 mm till roll, which switches to a single-column layout.

Print prints the invoice and nothing else: no bar, no sidebar, and none of the browser’s own header and footer. A PDF saved from the print dialog is named after the invoice, the same name the Download button gives it. Download HTML gives a self-contained file that opens in any browser and looks identical.

Grist invoice templates: starters by trade

A template here is not a design; the layouts cover that. It is the handful of decisions a particular kind of business would otherwise make one at a time: what the document is called, what the reference field is for, how the numbers run, whether prices include tax, what a typical line looks like. Each starter is small on purpose, so there is little to undo. Every one below is a real first document from the demo, drawn with that trade’s settings, and every name and address in it is invented.

The freelancer or consultant starter document of the Grist invoice widget: a minimal invoice with a day rate line — **Freelancer or consultant** Minimal layout, payment within 14 days, a day-rate line and a closing line that thanks the client. Open this starter

The creative or marketing agency starter document of the Grist invoice widget: a headline layout with a PO number field — **Creative or marketing agency** Headline layout, a PO number field, Net 30 with late-payment interest written into the terms. Open this starter

The software or subscription starter document of the Grist invoice widget: a slate layout with per-seat lines — **Software or subscription** Slate layout, SUB numbering by month, charged monthly in advance, per-seat lines, and a line about automatic renewal. Open this starter

The retail shop starter document of the Grist invoice widget: a receipt with prices that include tax — **Retail shop** Receipts by default, prices include tax, Minimal layout, a numbering prefix that carries the date. Open this starter

The restaurant or café starter document of the Grist invoice widget: a catering account invoice with a product thumbnail — **Restaurant or café** Till receipts with prices that include tax, and a catering account billed as an invoice, with thumbnails from the menu. Open this starter

The online shop starter document of the Grist invoice widget: an order invoice in the classic layout — **Online shop** Classic layout, the order invoice, and a packing slip made from it with Convert, on its own numbering. Open this starter

The construction and trades starter document of the Grist invoice widget: a banded invoice with a job reference — **Construction and trades** Banded layout, a job reference, labour by the day and materials as scheduled, 30-day terms with retention of title. Open this starter

The vehicle repair starter document of the Grist invoice widget: a rail layout with the registration as the reference — **Vehicle repair** Rail layout, the registration as the reference, labour by the hour and parts as listed, payment on collection. Open this starter

The clinic or practice starter document of the Grist invoice widget: a letterhead invoice with a policy or claim number — **Clinic or practice** Letterhead layout, a policy or claim number, payable on receipt, and a closing line saying the invoice may go to an insurer. Open this starter

The legal practice starter document of the Grist invoice widget: a centred invoice with a matter reference — **Legal practice** Centred layout, a matter reference, LI numbering, professional charges by the hour and disbursements. Open this starter

The school, tutor or course starter document of the Grist invoice widget: a fee invoice with a student reference — **School, tutor or course** Classic layout, a student reference, FEE numbering, fees due before the start of term. Open this starter

The charity or nonprofit starter document of the Grist invoice widget: a banded document with tax switched off — **Charity or nonprofit** Banded layout, tax switched off, DON numbering, and the note that no goods or services were provided for a donation. Open this starter

The property or equipment rental starter document of the Grist invoice widget: a monthly rent invoice with an agreement number — **Property or equipment rental** Classic layout, an agreement number, RENT numbering that restarts monthly, due on the first of the month. Open this starter

The haulage and logistics starter document of the Grist invoice widget: a banded invoice with a consignment number — **Haulage and logistics** Banded layout, a consignment number, CON numbering, collection and delivery plus waiting time, Net 30 with demurrage. Open this starter

A trade can be reapplied later from Settings → Business → Change of trade. It resets the wording, numbering and layout the starter owns and leaves your name, address, logo, messages and tables exactly as they are.

Bulk import with CSV

Moving from another tool, or from a spreadsheet, is a CSV job. The repository carries four files with the Grist invoice widget’s own column headers, each in two versions: sample, filled with the construction starter’s business so you can see what goes where, and blank, with the headers alone for your data.

File	Table	What each row is	Download
clients	Clients	One client: name, contact, address, tax number, language	sample · blank
products	Products	One catalogue item: SKU, name, price, unit, stock, tax class	sample · blank
invoices	Invoices	One document: number, client by name, dates, status, kind, totals	sample · blank
invoice-items	InvoiceItems	One line: the invoice it belongs to by number, description, quantity, price	sample · blank

Download all eight files as a zip The single-file links open on GitHub, where each CSV shows as a table with a download button.

Prepare the rows. Export clients, items and invoices from the old tool as CSV, open each in a spreadsheet, and rename the headers to the ones in the blank file. Columns the old tool did not have can stay empty. Columns it had that the file lacks can be kept: the widget shows every column of a table on its forms and only reads the ones it knows.
Import in Grist. In your document choose Add New → Import from file, pick a file, and set the destination to the existing table of that name. Grist matches columns by name. Import clients and products first, then invoices, then invoice items.
Press Refresh in the widget. The list fills with what you brought in.

How the references work. The Client column in the invoices file is the client’s name; the widget matches it to the Clients table by name, and keeps working if the column is a reference instead. The Invoice column in the items file is the invoice number. Dates are written as year, month, day with hyphens. Kind is the document’s word: Invoice, Quote, Credit note, Receipt. Pictures cannot travel in a CSV; drop a photo onto the item in the Catalogue list afterwards.

The same files, with a longer readme, live in the docs/import folder of the repository.

Where the Grist invoice widget loses

Naming what a tool cannot do is the part of a guide worth trusting.

It cannot send email by itself. A web page has no mail server. The routes above hand the message to something that does. Grist’s own automations email collaborators only, so a Grist webhook needs a relay at the other end.
Repeats are raised by a person. Raise it takes one press a period; a document nobody opens does not raise itself on a schedule.
Scripts the embedded font does not cover, such as Chinese, Arabic and Devanagari, print as boxes in the PDF. The screen and the email are unaffected.
Peppol transmission needs an access point. The widget builds a file the network accepts; it does not connect to the network.
No client portal and no card payments. Both need a server, and the widget’s promise is that there is none.

Grist invoice widget FAQ

Is the Grist invoice widget free?

Yes. Invoice Studio is open source under the MIT licence and hosted on GitHub Pages. There is no account, no tier and no usage limit. Grist itself has a free plan, and can be self-hosted.

I have never used Grist. How much do I need to learn?

Enough to create a document and add a widget to a page, which is a few minutes. The widget builds its own tables with a sample business, so you can write your first invoice before you have learned anything about columns or formulas. Grist looks like a spreadsheet and behaves like a database, which is what makes the invoice tables filterable, chartable and exportable later.

Does my invoice data leave my Grist document?

No. The widget is a static page that runs in your browser. It reads your tables through Grist’s own widget API and writes back through the same API. ANUPRESS has no server and receives nothing.

Can it send an invoice by email on its own?

Not by itself. A web page cannot send email. The widget opens your mail client with the message written, copies a formatted message to the clipboard, queues the message in an Outbox table for a Grist webhook, or posts it to an endpoint you run.

Does it produce XRechnung and Factur-X files?

Yes. The Send panel attaches a Factur-X PDF, a UBL file or a CII file, built to EN 16931 with the XRechnung 3.0 or Peppol BIS 3.0 profile you choose in Settings. Every output is checked against the official KoSIT and Peppol validators before a release, and a pre-send check in the widget lists anything the chosen profile still needs.

Which languages can the documents be written in?

English, German, French, Spanish, Italian, Dutch, Polish and Portuguese. The language is set per client, so a French client gets a Facture without anyone choosing it per invoice.

Can I import my existing clients, products and invoices?

Yes. Four CSV files on GitHub carry the widget’s column headers, each in a filled sample version and a blank version. Export from your old tool, paste the rows under those headers, and import each file into its table with Grist’s Import from file. Clients are matched by name and invoice lines by invoice number.

Does it work with Grist’s own Invoicing template?

Yes. The template is recognised by its columns, so swapping the widget URL is the whole migration. The Data drawer then offers the columns the template lacks, such as a status, a paid date and a client email, and adds them without renaming or removing anything.

Keep going

The source, the changelog and the issue tracker are on GitHub. If you would rather have it set up for you, with your tables, your logo and your tax settings in place, that is a service we offer.

Invoice Studio is built and maintained by ANUPRESS. It is free, open source, and runs entirely in your browser. The sample businesses, clients and addresses in the demo are invented.

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Grist Invoice Widget: Free Invoices, Quotes and E-Invoices From Your Tables