Bulk Generate PDF Sales Invoices in Google Docs™
Need to create many invoices without editing the same Google Docs™ file again and again? Use Mail Merge & Variables to generate invoice documents from spreadsheet rows, then convert the finished batch to PDF.
The fastest way to learn the workflow is Load Sales Invoice Example in Google Docs™. It loads a ready-made invoice template and source sheet into the current mail merge session.
What You Need
Section titled “What You Need”- A Google Docs™ file
- The Text To Table Converter add-on
- A few minutes to test the sample workflow
How to Create an Invoice Batch
Section titled “How to Create an Invoice Batch”- Open any Google Docs™ file.
- Open
Extensions>Text To Table Converter>Document Tools>Mail Merge & Variables.... - In the setup area, click
Load Sales Invoice Example. - Wait while the add-on loads the copied invoice template and copied spreadsheet.
- Click
Analyze Tags. - Review how the invoice placeholders map to the spreadsheet columns.
- Click
Create single documentto preview one invoice first. - Open the preview and check the customer details, invoice number, line items, totals, and formatting.
- If the preview looks correct, click
Create all documents.
Convert the Full Invoice Batch to PDF
Section titled “Convert the Full Invoice Batch to PDF”After Create all documents finishes, the results area switches from preview mode to batch results.
- Wait for the invoice batch to finish generating.
- In the completed results area, click
Convert all to PDF. - Let the add-on convert the generated invoice documents.
- Open the saved PDFs from Google Drive when the conversion finishes.
That button converts all generated documents to PDF and saves them to Google Drive. This is useful when you need invoice PDFs ready for email or record keeping.
What You Can Do After the Batch Finishes
Section titled “What You Can Do After the Batch Finishes”- Use the left and right arrows to browse the generated invoice documents.
- Open one generated invoice to review it again.
- Delete a generated document if you need to rerun the batch.
- Use
Convert to PDFfor one generated document, orConvert all to PDFfor the full set.
Best Way to Replace the Example with Your Own Invoice Template
Section titled “Best Way to Replace the Example with Your Own Invoice Template”Start by keeping the sample invoice template and changing only the spreadsheet. That makes it easier to check whether your column headers map correctly.
After your source sheet works, replace the template with your own invoice layout. Always test with Create single document before running the full batch again.
Get the Add-On
Section titled “Get the Add-On”Create invoice documents and convert the finished batch to PDF without building each invoice by hand.
Use Mail Merge for Invoices in Google Docs™
Install Text To Table Converter to generate invoice documents from spreadsheet data and convert the result to PDF.