The LinkoPDF blog

Invoice guides for Excel, CSV and monthly billing.

Practical guides for the work between your data and the PDF you send. Choose a workflow, prepare the next billing cycle, or solve the issue holding up your batch.

Looking for help with the product? The LinkoPDF user guide connects the single invoice editor, custom layouts, spreadsheet imports, and troubleshooting.

Find the workflow for your business

Start with the tool you use or the work you bill.

Bulk invoice guide

Generate multiple invoices from Excel or CSV

Follow the spreadsheet-to-PDF workflow, download sample data, and build a repeatable billing routine.

Read the complete guide
Google Sheets

Create invoices from Google Sheets

Export your billing data, connect a reusable layout, and generate separate client PDFs.

See the Sheets workflow
Agencies & consultants

Invoice retainers, projects, and extra hours

Build branded invoices with a clear service breakdown for every client.

See the agency workflow

Make monthly billing repeatable

Prepare recurring invoice batches with approved data, stable invoice numbers, and a clear handoff to delivery.

Recurring invoices

Create recurring invoices from a monthly spreadsheet

Reuse the layout, update each billing period, and check the PDFs before delivery. See which document steps you can automate.

Use the monthly checklist
Excel formulas

Set up invoice numbering in Excel

Use a prefix and padded sequence, freeze assigned IDs, and find unintended duplicates.

Get the formulas
Workflow

When is bulk invoicing worth automating?

Decide based on repetition, error risk, layout consistency, and the shape of your data.

Check the signs
Excel

Can Excel generate invoices automatically?

Understand when formulas are enough and when a reusable PDF template helps.

Read the practical answer

Connect your template and fix your data

Get a clean source file and predictable PDF output before running a full batch.

PDF templates

Mail merge Excel data into a PDF template

Connect changing spreadsheet values to one page design and generate personalized documents.

Follow the PDF merge guide
Troubleshooting

Fix invoice CSV import errors

Diagnose shifted columns, lost zeros, broken characters, blank fields, and incorrect grouping.

Find the fix
Step by step

How to create a PDF invoice in Excel

Use the data already in Excel to create invoice PDFs, check each batch and print multiple invoices with a reusable layout.

Follow the guide
Data preparation

What should a bulk invoice CSV look like?

See examples for identifiers, dates, totals, quoted text, and multiple items.

See the format

Work with accounting exports

Choose the standard PDF or a custom layout based on the result you need.

QuickBooks

How do you save QuickBooks invoices as PDF?

Use QuickBooks for the standard file. Export data when you need a custom design.

See both workflows