How to Create a PDF Invoice from a Template Using PDF.co and Zapier
This tutorial shows how to create a customized PDF invoice by adding customer data and a company logo to an existing PDF template.
The Zap will use:
- Google Sheets — New Spreadsheet Row
- PDF.co — Add Text to PDF
- PDF.co — Add Image to PDF
- Google Drive — Upload File
Before You Begin
Prepare:
- A PDF invoice template available through a direct URL or PDF.co Files.
- A company logo available through a direct URL or PDF.co Files.
- A Google Sheet containing the invoice data.
Example spreadsheet columns include:
- Invoice Number
- Invoice Date
- Customer Name
- Customer Address
- Total Amount
Use the PDF.co PDF Inspector to determine the coordinates where each text or image element should appear.
Set Up the Google Sheets Trigger
Create a Zap and select Google Sheets as the trigger app.
Choose New Spreadsheet Row, connect your Google account, and select the spreadsheet and worksheet containing the invoice data. Test the trigger to load a sample row.
Connect PDF.co
Add an action and select PDF.co. Click Sign in, then authorize Zapier to access your PDF.co account.
The same connection can be used for every PDF.co action in the Zap.
Add Invoice Text
Select Add Text to PDF as the action event and configure it:
- Source File URL: Enter the direct URL or
filetoken://link for the invoice template. - Text to Add: Map a value from Google Sheets, such as the invoice number.
- X Coordinate: Enter the horizontal position.
- Y Coordinate: Enter the vertical position.
- Advanced Options: Set the page, font name, font size, color, and other formatting options as needed.
PDF page indexes begin at 0, so use page 0 for the first page.
Test the action and confirm that the text appears in the correct location.
Add More Invoice Fields
Duplicate the Add Text to PDF action for each additional field.
For every action after the first:
- Map the preceding PDF.co action’s output URL into Source File URL.
- Map the appropriate spreadsheet value into Text to Add.
- Enter the coordinates and formatting for that field.
Passing the latest output URL forward ensures that each new text element is added to the same invoice.
Add the Company Logo
Add another PDF.co action and select Add Image to PDF.
Configure the action:
- Source File URL: Map the output URL from the final Add Text to PDF step.
- Image URL: Enter the direct URL or
filetoken://link for the logo. - X Coordinate: Enter the logo’s horizontal position.
- Y Coordinate: Enter the logo’s vertical position.
- Configure the page, width, and height if these options are displayed.
Test the action and review the generated invoice.
For additional placement and formatting options, see the PDF Add documentation.
Save the Invoice
PDF.co returns a temporary URL for the completed invoice. Add Google Drive — Upload File and map the PDF.co output URL into the file field.
Choose the destination folder and create a descriptive file name, such as:
Invoice-{{Invoice Number}}.pdf
Test the complete workflow, then publish the Zap. A new invoice will now be generated whenever a row is added to the selected Google Sheet.
Excellent! We have successfully made a PDF Invoice by adding text and image to an empty PDF.
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