Automated Invoice Generator from Google Sheets to Google Docs

Description

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
📧 [email protected]
🔗 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!