Automated Invoice Generator from Google Sheets to Google Docs

This workflow automates invoice creation using Google Sheets for structured input and Google Docs for templated output — all built inside n8n.

🛠️ Step-by-Step Instructions

Step 1: Manual Trigger

Start the workflow manually for testing or development purposes.

Step 2: Google Sheets — Load Invoice Data

Pulls invoice data from a Google Sheet.

📄 Sheet URL: Copy This Sheet Expected Columns**: Company From Company To Terms Invoice Description Amount

> 🔑 Credentials Required:
> Connect to Google Sheets OAuth2 API in n8n.
> Be sure your sheet is shared with the connected Google account.

Step 3: Get Invoice Template — Load Google Doc

Loads a static Google Docs template containing placeholder values.

🧾 Template URL: Copy This Template Required Placeholders** in the document: FromCompany# ToCompany# Terms# Invoice# Description# Amount#

> 🔑 Credentials Required:
> Connect to Google Docs OAuth2 API in n8n.

Step 4: Create New Doc — Make Invoice File

Creates a new Google Doc by duplicating the invoice template.

Title Format**: Invoice: {{ $json.Invoice }} Destination Folder ID**: 1TnDibwPPPUm3VbmETiqWDVhtaUTLJ6mn
(You can change this to your own Google Drive folder)

> 🔐 Make sure your Google Docs credential has write access to this folder.

Step 5: Merge — Combine Data

Merges the loaded document and spreadsheet row together for downstream updates.

Step 6: Insert Content into Doc (Optional)

You can insert additional content here if needed.
For example, a note, header, or footer pulled from your database or a custom field.

Step 7: Input Invoice Details — Replace Fields

Uses Google Docs API to replace all placeholders from the original template with the actual values.

Replacements:

| Placeholder | Replaced With | |----------------|------------------------------| | FromCompany# | Company From from sheet | | ToCompany# | Company To from sheet | | Terms# | Terms from sheet | | Invoice# | Invoice number | | Description# | Description of service | | Amount# | Amount of invoice |

📤 Final Output

Each row from the Google Sheet results in a completed, branded Google Doc invoice stored in your Drive.

🙋 Need Help?

Robert Breen
Automation Consultant
🌐 ynteractive.com
📧 robert.j.breen@gmail.com
🔗 LinkedIn

🔒 Required APIs

| Service | Purpose | |------------------|--------------------------| | Google Sheets API | Pull structured invoice data | | Google Docs API | Load & modify invoice documents | | n8n OAuth2 | Connect both services securely |

Let me know if you'd like a follow-up step to export invoices as PDFs or auto-email them to clients!