Invoice Automation (Google Sheets)

Apps Script workflow to generate invoice rows, render PDFs, and email them from Google Sheets.

Highlights

• Generates transaction rows with formulas and lookups.
• Creates invoice PDFs from a Docs template.
• Sends invoices using Gmail draft templates.

Tech

Apps Script, Google Sheets, Gmail, Google Drive

Scripts

• Initialize_sheets.js - setup notes and formulas for sheet structure.
• txn_generator.js - transaction generation helpers.
• pdf_generator.js - PDF generation for invoices.
• mail_merge.js - email invoices via Gmail draft.

Setup

1. Open the Google Sheet and go to Extensions -> Apps Script.
2. Paste the scripts into the project.
3. Review sheet/tab names referenced in the scripts and update as needed.
4. Create a Gmail draft used by mail_merge.js.

Usage

• Run initialization steps to create headers and formulas.
• Generate transactions, build PDFs, then send emails.

Notes

• Gmail quotas apply.