Create and Send Bulk Invoices from Google Sheets.pdf

ActiveMerge + Zapier lets you generate and send polished PDF invoices from Google Sheets—on autopilot.

📄 Design your invoice in Google Docs
📊 Track billing data in Google Sheets
🔗 Connect it all with Zapier (no coding!)
📤 Send each invoice automatically to the right client
📁 Optionally save each invoice to Google Drive

💥 Save hours on billing. No more copying and pasting.

📌 Read the full guide + get your free invoice template:
👉 https://activemerge.com/create-and-send-bulk-invoices-from-google-sheets/

1. Create and Send Bulk
Invoices from Google
Sheets CREATE YOUR INVOICE
TEMPLATE IN GOOGLE DOCS SAVE EACH INVOICE TO
GOOGLE DRIVE UPLOAD THE TEMPLATE TO
ACTIVE MERGE AUTOMATICALLY EMAIL THE
INVOICE TO EACH CLIENT PREPARE YOUR BILLING
SPREADSHEET IN GOOGLE SHEETS TURN ON YOUR AUTOMATION GENERATE YOUR API KEY FROM
ACTIVE MERGE SIGN UP FOR ACTIVE MERGE CREATE A ZAP IN ZAPIER TO
GENERATE INVOICES

2. SIGN UP FOR ACTIVE
MERGECreate and Send Bulk
Invoices from Google
Sheets

3. CREATE YOUR INVOICE
TEMPLATE IN GOOGLE DOCS Create and Send Bulk
Invoices from Google
Sheets

4. UPLOAD THE TEMPLATE TO
ACTIVE MERGE
Once your invoice template is ready, upload it to Active
Merge. The platform will detect your placeholders and
prepare the template for automation.
Log in to your Active Merge account.
Navigate to the Templates tab.
Click “Add Template” and upload the DOCX file you
downloaded from Google Docs.
Once uploaded, Active Merge will detect all dynamic
placeholders automatically.
Confirm each placeholder and name your template (e.g.,
“Client Invoice – Monthly”).
Save the template.Create and Send Bulk
Invoices from Google
Sheets

5. PREPARE YOUR BILLING
SPREADSHEET IN GSHEETSCreate and Send Bulk
Invoices from Google
Sheets

6. GENERATE YOUR API KEY
FROM ACTIVE MERGECreate and Send Bulk
Invoices from Google
Sheets

7. CREATE A ZAP IN ZAPIER TO
GENERATE INVOICESCreate and Send Bulk
Invoices from Google
Sheets

8. (OPTIONAL) SAVE CONTRACT
TO GOOGLE DRIVE
TO AUTOMATICALLY BACK UP CONTRACTS:
ADD A SECOND ACTION IN YOUR ZAP.
APP: GOOGLE DRIVE
EVENT: UPLOAD FILE
FILE: USE THE FILE LINK RETURNED
FROM ACTIVE MERGE
CHOOSE FOLDER: FOR EXAMPLE,
/INVOICES/2025/AUGUSTCreate and Send Bulk
Invoices from Google
Sheets

9. AUTOMATICALLY EMAIL THE
INVOICE TO EACH CLIENTCreate and Send Bulk
Invoices from Google
Sheets

10. TURN ON YOUR AUTOMATIONOnce everything is tested and working, publish
your Zap. Your invoicing process is now fully
automated—every new row in your spreadsheet
triggers an invoice and sends it without any
manual input.
Once all steps are tested successfully:
Click “Publish” in Zapier.
Your automation is now live. Create and Send Bulk
Invoices from Google
Sheets