Invoices from a Google Sheet, one PDF per row
Keep your invoices as rows in a sheet: number, client, amount, due date. Make a Google Docs invoice with <<tags>> for those columns, and RowDocs creates one PDF per row, named the way you want, and can email each client their own invoice.
Install from Google Workspace Marketplace
RowDocs is in Google's review right now. It will be installable from the Marketplace as soon as Google approves it.
Your Autocrat templates just work
Same <<Column Name>> tags, so switching takes minutes, not a rebuild.
Runs on form submit
New Google Form response in, document and email out. No button to press.
Only the rows you want
Merge rows that match a condition, like Status is "Approved", and skip the rest.
Links written back
The document link and status go into your sheet, so you always know what was sent.
Formatting built in
<<Amount|number:2>>, <<Date|date:d MMMM yyyy>>, <<Name|upper>>.
Minimal access
RowDocs only works with the files you pick and the documents it creates. It never reads your Gmail.
Questions
Can amounts show two decimals and thousands separators?
Yes. <<Amount|number:2>> prints 1,234.50, and <<Due|date:d MMMM yyyy>> formats dates.
Can I only send invoices that are ready?
Yes. Add a row condition, e.g. Status is "Ready", and other rows wait. Rows that were already merged are skipped.
Can one invoice list several line items?
Each row makes one document, so put the lines you need as columns (Item 1, Item 2, ...) or a single text column.
Free to start
20 documents a day free, forever. Pro removes the limit for $49 a year. See pricing.