On the 1st of each month, makes a PDF invoice for every active client in your sheet and emails it to them.
Uses
Gmail
Google Sheets
Monthly client invoices
Retainer clients should get their invoice on the same day every month. On the 1st, this reads your Clients sheet, makes a PDF invoice for each active client with their monthly fee and your payment terms, and emails it to them.
The sheet needs the columns Client, Email, Monthly fee and Status. Clients whose Status is Paused are skipped.
Run every month on day 1 at 09:00.Run every month on day 1 at 09:00.
Clients sheetSet clientsUrl to blank.Payment termsSet paymentTerms to Net 30.
TodayGet today's date and save it as today.Invoice monthMake today readable as “November 2026” and save it as month.Active clientsRead the rows of clientsUrl. Save it as clients.Google Sheets
For each client in clients.rows:For each client in clients.rows:
Make the invoice PDFCreate PDF file Save it as invoice.
File name: Invoice month - client.Client# Invoice for month
**Billed to:** client.Client
| Description | Amount |
|---|---|
| Monthly service, month | client["Monthly fee"] |
...Email the invoiceSend an email to client.Email. Save it as invoice_email.
Subject: Your invoice for monthHi client.Client,
Your invoice for month is attached. Payment terms: paymentTerms.
Thank you!Gmail