Daily Cashwerk Invoice Summary Email (n8n Workflow)

Get a daily Cashwerk invoice snapshot—automatically—by email

The Daily Cashwerk Invoice Summary Email (n8n Workflow) runs every morning at 08:00, pulls your latest invoices from cashwerk, builds an HTML summary with totals and status counts, and sends it to your finance inbox via SMTP.

What this workflow does

• Scheduled reporting: The workflow is triggered daily at 08:00.
• Fetch invoices from cashwerk: It retrieves up to 100 invoices using the cashwerk API.
• Generate an HTML report: The email includes:
  • Total invoice gross amounts
  • Status counts (e.g., how many invoices per status)
  • A list of the first 25 invoices
• Email delivery: It sends the HTML summary email with the current date in the subject line through an SMTP email step.

Use cases

• Finance visibility: Ensure your team gets a consistent daily view of cashflow-related invoices without manual checking.
• Operational monitoring: Quickly spot shifts in invoice statuses (e.g., more pending items) as they change day-to-day.
• SaaS bookkeeping workflows: Add a lightweight invoice reporting layer to your finance process using n8n automation.

Technical details

• Nodes / components: Schedule Trigger, cashwerk community node (n8n-nodes-cashwerk), Code, Email send, Sticky Note.
• Requirements: Install n8n-nodes-cashwerk and create a cashwerk API key (Settings → API Platform).
• Configuration: Add cashwerk API credentials in the cashwerk node, then configure SMTP credentials plus sender/recipient email addresses.
• Customization: Adjust schedule time and invoice limit/filtering settings to match reporting needs.