INVOICE EMAIL FROM GOOGLE SHEETS (FREE): Sheets row -> Gmail (Make.com template) v1.0
by Flowpaja

WHAT IT DOES
  You set Status = Send on an invoice row. On its next run, Make emails that invoice (number, amount,
  due date, payment details, optional payment link) to the client from your own Gmail, ONCE.
  Then it sets Status to Unpaid and writes the time in column O, so the row is never emailed twice.
  Status = Test sends the same email to YOU instead (Status becomes "Test done").
  Every other status (Draft, Unpaid, Paid, empty...) is ignored.

TESTED: v1.0 ran in Make on 16 Oct 2026 with fictional data (test email, client email sent once,
  no repeat on the next run, failed Gmail send put back to Send). Still use Status = Test first.

FILES
  Flowpaja_Sheets_Row_to_Gmail_Invoice_Email_FREE_blueprint.json  The Make scenario (3 modules + error route). No connections or IDs inside.
  Invoice_Email_EXAMPLE_sheet.xlsx   Invoice sheet with 4 fictional invoices (tabs: Invoices, How to use).
  Invoice_Email_Invoices_tab.csv     The same Invoices rows as CSV.
  SETUP_GUIDE.pdf                    Setup, test plan and fixes.

SETUP IN SHORT
  1. Google Sheets: Blank spreadsheet > File > Import > Upload the EXAMPLE .xlsx > Replace spreadsheet.
  2. Make: Create a new scenario > ... (More) > Import Blueprint > choose the .json file.
  3. Module 1 (Google Sheets): add your Google connection, select your spreadsheet, sheet "Invoices".
     Module 2 (Google Sheets): select the same connection.
  4. Module 3 (Gmail): add a Gmail connection. Replace YOUR-EMAIL@example.com (To field) with your own
     address, and YOUR PAYMENT DETAILS, YOUR NAME, YOUR BUSINESS in the subject and content.
  5. Click Run once. Expected: one email "[TEST] Invoice INV-2001 ..." to you; INV-2001 Status = Test done.
     Run once again: no email.
  6. Real test: put YOUR OWN second address in C3 (INV-2002), set H3 = Send, Run once. You get the client
     version; H3 becomes Unpaid and O3 shows the time.
  7. Schedule: Every hour or Daily (e.g. 08:00 and 14:00), then switch the scenario ON.
     Every 15 minutes uses about 2,880 credits a month for the checks alone (Free plan: 1,000).

IMPORTANT
  - Credits (measured in Make, 16 Oct 2026): 1 per run with nothing to send, 3 per email sent, 4 if Gmail fails
    and the error route runs.
  - Due date must be a real date and Amount a plain number (no currency sign).
  - If Gmail fails, the row's Status is set back and column O says "NOT sent ...". It retries on the next run.
  - Columns I-N are left empty on purpose: the paid Polite Invoice Reminder template uses them.
  - Personal Gmail connections need re-authorizing about every 6 months (Make > Connections > Reauthorize).
  - The invoice PDF itself is not attached. Use the payment link column for a link to your invoice.

NEXT STEP: GET PAID WITHOUT CHASING
  Polite Invoice Reminder ($19, Make.com template) uses the same columns A-H. Every invoice this free
  template marks Unpaid gets a friendly, firm and final reminder from your Gmail after the due date,
  with Test mode on by default, stop controls (Paid, Paused, Disputed, Partial) and a log tab.
  https://flowpaja.gumroad.com/l/invoice-reminder-make-template?utm_source=template-zip&utm_medium=readme&utm_campaign=sheets-row-to-gmail-invoice-email-free

NEW TO MAKE?
  Free account: https://www.make.com/en/register?pc=flowpaja
  (affiliate link: Flowpaja may earn a commission if you later buy a paid Make plan, at no extra cost to you.
  The Free plan is enough for this template.)

Questions: flowpaja.fi@gmail.com

License: free to use in your own Make account(s) and for your own clients. Please link to flowpaja.com
instead of re-uploading the files elsewhere.
Make, Google, Gmail and Google Sheets are trademarks of their owners. Flowpaja is independent and not affiliated with them.
