What the builder lets you control

Layout and field labels

Position customer details, dates, totals, and payment instructions. Edit static text labels to match your terminology, such as Client, Project, or Reference.

Your logo and branding

Add a logo image and adjust text, spacing, and colors. Keep the same company details and visual style across every generated invoice.

Values from your spreadsheet

Link columns to invoice numbers, customer names, dates, balances, taxes, and item descriptions. The linked values change for each invoice; the layout stays in place.

Template workflows LinkoPDF supports

Import a one-page PDF invoice.Use your existing invoice as the design background, then place dynamic fields on top.
Build from a blank canvas.Create a clean invoice layout inside the editor when you do not have an existing PDF template.
Draft with AI, then refine manually.Use AI for a first layout pass and then adjust the result before connecting live data.

What to include in a reusable invoice template

Fixed information

Company logo, sender details, payment notes, footer terms, and bank instructions usually stay fixed.

Per-invoice fields

Invoice number, customer name, address, issue date, due date, subtotal, tax, and amount due should be dynamic.

Repeating item table

For itemized billing, reserve a clear table area for service names, quantities, prices, taxes, and line totals.

Set up custom invoice fields without changing your spreadsheet

A label explains a field to your customer; a linked value supplies the data. For example, the label can say Client while the value comes from a column named Customer Name. Keep those two elements separate so the label stays fixed when you generate the next invoice.

Example labels and spreadsheet links
Visible labelSpreadsheet columnWhat changes per invoice
Invoice numberInvoice #The customer's invoice identifier
ClientCustomer NameThe customer or company name
ServiceDescriptionThe work or product being billed
Amount dueTotalThe amount supplied by your billing data

These column names match the downloadable invoice sample. Your file can use different names; select the matching column when linking each field. Prepare and verify the amounts in your source data before exporting.

Build, link, and reuse your invoice template

  1. Choose the starting layout. Edit the starter invoice, begin with a blank page, or import a one-page PDF. On an imported PDF, the original design stays in the background; place new text and linked fields above it.
  2. Add your fixed content. Set company details, logo, field labels, and payment instructions. Leave enough room for long customer names and item descriptions.
  3. Connect the changing values. Import your Excel or CSV data, then link the columns to the corresponding fields. For several items per invoice, group rows by invoice number and use a linked table.
  4. Check a small export. The editor previews the layout. Generate a small batch and inspect the populated PDFs for missing fields, clipped text, and incorrect totals.
  5. Save for the next batch. Save the template with your account and keep the same column names in future files. The free account supports up to five saved templates.

Want to see the mapping before you start? Try the Excel-to-template field linking example.

Continue with the right invoice guide

LinkoPDF user guide

Choose instructions for a single invoice, a spreadsheet import, reusable layouts, or common import problems.

Itemized invoice generator

Use grouped rows when one invoice needs multiple products, services, quantities, prices, or descriptions.

Questions this page answers

Can I customize invoice field labels?

Yes. In the visual builder, edit the static label separately from the linked spreadsheet value. For example, a Client label can sit beside a field linked to your Customer Name column.

Can I add my company logo?

Yes. Add your logo as an image in the visual builder and position it in the layout. If your imported PDF already includes a logo, it remains part of the background.

What can I change in an imported PDF?

An imported one-page PDF is used as the design background. Add text, images, and linked fields above it. To change text or artwork embedded in that background, edit the original PDF before importing it.

Can I use my current invoice PDF as a template?

Yes. Import a one-page PDF invoice template and map spreadsheet fields on top of it.

Can I reuse the same template with a new spreadsheet?

Yes. The point of the builder is to map once and reuse the layout with future Excel or CSV files.

Is this only for invoices?

LinkoPDF can link spreadsheet data to multiple template types, but this page is focused on invoice templates and batch invoice PDF output.

Build the invoice layout your spreadsheet needs

Create a reusable template that turns billing rows into polished invoices instead of forcing your team to edit every invoice manually.