How to generate and email invoices from a template with Make

Finance & invoicingMake

The problem

Freelancers who send several invoices a week rebuild the same document by hand each time.

Tools needed

• Make
• Google Sheets
• Google Docs (invoice template)
• Gmail

Step-by-step recipe

1. Keep invoice data (client, items, amounts, due date) in a Google Sheet.
2. Have a Make scenario pick up rows that are ready to invoice.
3. Fill a Google Docs invoice template with the row's data.
4. Convert the document to PDF and email it to the client.
5. Write the invoice status back to the sheet.

Copyable prompt

Optional AI step for the email body:
Write a short, friendly email (max 80 words) to [CLIENT NAME] sending invoice [NUMBER] for [AMOUNT] due on [DATE] for [PROJECT/SERVICE]. Mention that the PDF is attached and how to pay: [PAYMENT DETAILS]. No sales pitch, no emojis.

What the builder reported

The poster says it was a game-changer for sending 5-10 invoices a week. The thread gives no hard numbers and keeps setup details private.

These are the source author's own claims. AgentRecipes has not tested or verified them.

Watch out for

• The source stays high level, so expect to design the template mapping yourself.
• Send the first few invoices to yourself to check totals and formatting before going live.

Source

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