![]() ![]() Merge tags are little placeholders in your document that tell an app that you want to paste information here later.Īnd writing merge tags couldn’t be easier. The secret to turn any Google Doc into a powerhouse template for your automation are merge tags. ( you’ll get my template plus all the other things as a build-for-you package at the bottom of this page)īut how can you use this draft to dynamically create invoices with new information? ![]() ![]() You can do that yourself, browse the internet for inspiration or just use the same template that I use for this automation. Now, simply draft a template for your invoice. Just type doc.new into your browser to create a new Google Docs or navigate to and add a new document from there. Step-By-Step Instructions: Set Up Google Docs Invoice Templateįirst things first: your invoice template. You don’t need the paid plan for any of the tools to start creating your invoices.
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