Simple Invoicing to Folder and Sheets

Beginner Questions
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1

:bullseye: What is your goal?

Hi I am very new to make AI integration and what I’m planning to do is that I have an invoice that I converted and edited from PDF to Google docs and I’m planning to automate my invoice each month every first week of the month where in the only changes that will be made are the invoice number the date and the year of course and the name of the file and some details that indicates the date and the month of the invoice so whenever it’s generated automatically every first week of the month any date in each week I plan to save it or convert it in PDF form and save it automatically to a folder where in the folder also generates another folder that corresponds in that specific one also I plan to generate those changes that will be made and added on a Google sheet or database that I just created I hope someone can help me with this I’m very new to this thank you

:thinking: What is the problem?

i dont know where to start, how do I integrate my templated google docs with some variables such date, invoice number, details of month and year of the invoice and save it to a folder and generates the updated information to my existing google sheet database.

:test_tube: What have you tried so far?

everything. i searched on youtube and vloggers

2

Hey there,

you can start here.

3

Hello,

What you’re looking for is called a recurring invoice. You’ll find plenty of examples and guides online on how to build it.

One thing worth clarifying – the community is not a place where someone will build something for you from scratch for free.
We’re here to help you solve problems, but that always requires you to try something first.

Once you do, share what you’ve built and where you’re stuck :slight_smile:

Have a nice day,
Michal

4

Hi Juday,

for this case I would start very small and build it in this order:

  1. Scheduler
    Run the scenario once per month, for example on the first Monday or first day of the month.

  2. Prepare variables
    Create the values you need before touching the document:

  • invoice number
  • invoice date
  • invoice month/year
  • file name
  • folder name
  1. Google Docs template
    In your Google Doc template, use simple placeholders like:
    {{invoice_number}}
    {{invoice_date}}
    {{month_year}}

Then in Make, create a copy of the template and replace those placeholders with your prepared values.

  1. Folder + PDF
    Create/find the correct Google Drive folder first, then export the completed Google Doc as PDF and save it there.

  2. Google Sheet log
    Only after the PDF is created successfully, add a row to your Sheet with:
    invoice number, date, month/year, file name, folder link, PDF link.

One important tip: don’t update the Google Sheet before the PDF is created. If the document/PDF step fails, your database will show an invoice that does not really exist yet.

So the basic scenario structure is:

Scheduler → Set variables → Copy Google Doc template → Replace placeholders → Create/find folder → Export PDF → Save PDF → Add row to Google Sheets

Hope this gives you a clean starting point. Once you try the first few modules, post a screenshot of the scenario and the exact step where it breaks, and people here can help much more easily.