DocForgeHow-to guide
How to generate invoices from a CSV
Turn a spreadsheet of customer, line item, and payment data into branded invoice PDFs with DocForge.
What you'll need
Supplies
- CSV with customer and invoice data
- Invoice copy, payment terms, and tax details
- Brand assets or layout notes
Tools
- DocForge template builder
- Spreadsheet app
Steps
- 1
Prepare the invoice CSV
Start with one row per invoice and clear column names for customer details, invoice numbers, due dates, line items, totals, tax, and payment instructions. Remove merged cells and formulas so DocForge receives plain values.
- 2
Draft the invoice template
Create a new DocForge template and describe the invoice layout in plain language. Include the sections your finance team expects, such as billing details, itemized charges, tax totals, payment terms, and footer notes.
- 3
Map CSV columns to template fields
Upload the CSV and review the suggested field mapping. Match each spreadsheet column to the right template variable, especially invoice numbers, customer names, due dates, totals, and any repeating line-item fields.
- 4
Preview sample invoices
Generate previews for a handful of rows before running the full batch. Check spacing, currency formatting, tax labels, and whether long customer names or addresses wrap cleanly on the PDF.
- 5
Generate and download the batch
Run the full CSV once the previews look right. DocForge generates the invoice PDFs in the background, tracks failures, and lets you download the completed batch as a ZIP file.