Does this sound familiar?
If your month-end is eaten up by invoicing, this is for you.
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Copy-pasting the same rows from your sheet into a template 30 times.
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Re-numbering invoices, fixing dates, and double-checking totals by hand.
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Attaching and sending each invoice to the right client, one email at a time.
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Scrambling when a client asks for a re-send and you can't remember what you sent.
How it works
Three steps. Runs forever.
- 1
Connect your data
Link a Google Sheet or upload an Excel/CSV with your clients, amounts, and line items.
- 2
Upload your invoice template
Use your existing Word or Google Docs invoice. Put merge tags like <<client_name>> or <<total>> where the data should go.
- 3
Run — or schedule it monthly
SheetMergy generates one invoice per row, stores them, and can email each client directly.
Built for real-world invoicing
Your templates, unchanged
Use the DOCX or Google Docs invoice you already have. No reformatting, no rebuilding.
Schedule monthly billing
Run on the 1st of every month automatically. New rows in your sheet become new invoices.
Email with PDF attachment
Send each invoice to the right recipient with a personalised subject and body, PDF attached.
Audit trail in one place
Every generated invoice is stored, timestamped, and searchable. Answer "what did I send?" in seconds.
Bulk runs
Generate 100 invoices in about a minute. Credits scale with you, not a per-seat licence.
Shared workspace
Invite your bookkeeper or accountant so they can run the same job without your login.
Questions people ask before signing up
- Can I use my existing Word invoice template?
- Yes. Upload your .docx file and add merge tags like <<client_name>> or <<total>>. SheetMergy fills them in for each row.
- Does it work with Excel, or only Google Sheets?
- Both. Upload an .xlsx or .csv, or connect a Google Sheet — same workflow either way.
- How does pricing work?
- Every new account gets 100 free credits. 1 credit = 1 invoice or 1 email sent. Packs start at $9.99 for 400 credits.
- Can I schedule it to run every month automatically?
- Yes. Pick a schedule (weekly, monthly, a specific day) and SheetMergy runs it on its own and emails the PDFs.