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Itemized Invoice with Price Lookup

Generate a styled invoice PDF from a typed list of items, with per-unit prices pulled from a Google Sheet price book you maintain. Any item missing from the sheet pauses for a quick manual cost entry, which the workflow then writes back to the sheet so the next run picks it up automatically. The invoice is emailed to the customer after review. Use this when your prices live in a sheet you update separately; for a one-off invoice with prices typed inline, use Itemized Invoice from CSV.

document-generationinvoicegoogle-sheets

Generate a styled invoice PDF from a typed list of items, with per-unit prices pulled from a Google Sheet price book you maintain. Any item missing from the sheet pauses for a quick manual cost entry, which the workflow then writes back to the sheet so the next run picks it up automatically. The invoice is emailed to the customer after review. Use this when your prices live in a sheet you update separately; for a one-off invoice with prices typed inline, use Itemized Invoice from CSV.

Steps
1
Collect Invoice Details
FORM
2For Each Line Item
3
Look Up Item Price
Google Sheets
4
Item In Sheet?
CONDITION
5
Enter Missing Item Cost
FORM
6
Save Item To Sheet
Google Sheets
7Collect Priced Items
8
Render Invoice PDF
PDF
9
Send Invoice
Send Email

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