Invoices, Quotes and Reports as Files

Generate in the background

Document generation is slow and it can fail. Doing it during a web request means a user waiting and a request that sometimes times out.

Queue it, generate it, store it, and notify when it is ready. For a single invoice that feels like overkill until the day someone generates four hundred.

Store, do not regenerate

An invoice regenerated next year may look different, because the template changed, the tax rate changed or a product name was edited. The document you sent is the record; store it.

• Store the generated file, not just the data
• Record which template version produced it
• Never overwrite a document that has been sent
• Keep them for as long as your records policy requires

Templates need to be maintainable

Someone in the business will want to change the wording, the logo or the layout. If that requires a developer every time, it will not happen and the documents will go stale.

HTML templates rendered to PDF are usually the right approach: familiar, editable, and version-controllable.

The details that matter

1. Page breaks that do not split tables awkwardly
2. Fonts embedded, so it renders the same everywhere
3. Page numbers and continuation headers on multi-page documents
4. Correct number formatting for currency and dates
5. Accessible output where recipients need it

Test with real data

Documents that look correct on the sample data and break on real data are the standard failure mode here.

Frequently asked questions