Can a Google Form Generate An Invoice? (Free Invoice Generator)

August 26, 2024

Can a Google Form generate an invoice?

Yes, you can use Google Forms to generate an invoice.

This is done by using an Apps Script to integrate other Google Apps, such as Google Docs and Google Sheets, with your Google Form.

Essentially, the Apps Script automatically populates a Google Docs or Sheets invoice template with the form data (and can also convert the document into a PDF).

This is an accurate, effective, and efficient way to generate an invoice through Google Forms.

However, this method is complex unless you have in-depth Google technical knowledge.

So, is there an easier way to generate an invoice using Google Forms?

How to generate an invoice using Google Forms (three easy methods)

If you don’t know how to write an Apps Script or have the means to hire a Google Apps Script expert, you’re in luck!

There are three other ways to generate an invoice within Google Forms:

How to generate a Google Form invoice (Google Sheets and Google Docs templates)

To generate an invoice using Google Forms and Google Sheets:

Design and create a Google Form to collect the data required for your invoice. Ensure to include client details, services or goods provided, costs,
Under ‘Responses,’ click ‘Link to Sheets’ and create a new Google Sheets spreadsheet specifically for your Google Form invoice responses.
Select an invoice template from the invoice template gallery within Google Sheets.
Enter the data collected from your Google Form into the invoice template.
Customize the invoice template to your liking.
Select ‘File’ > ‘Email’ > ’Email this File.’
Enter the recipient's email address and click ‘Send’.

Note: You can also use an invoice template within the Google Docs template gallery and manually input the data from the form responses to generate the invoice.

How to generate a Google Form invoice (Gemini AI)

Have you heard of Google’s new smart AI tool, Gemini AI?

Paid Google Workspace users can collect Google Form invoice responses (as shown above) and then use Google’s AI tool to craft a personalized, professional invoice.

Here’s how it works:

Create and design your unique Google Form to collect invoice data.
Within Google Docs, open a new document.
Select ‘Help me write.’
Type in your prompt explaining what kind of invoice you want to create.
Ensure you describe what information you want on your invoice and the invoice style.
Gemini AI will then generate an invoice for you, which you can choose to accept or regenerate.

By using Gemini AI to help generate your invoices, you’ll significantly accelerate productivity and efficiency within your business.

How to generate a Google Form invoice (Sheetify Bookkeeping)

As I mentioned earlier, the best way to generate an invoice from Google Forms is to use Google Apps Script and Google Docs or Sheets.

However, I also mentioned that this process requires in-depth technical knowledge.

So, what if I told you you could get the best of both worlds?

Introducing Sheetify Bookkeeping - the easiest (and most efficient) approach to generating Google Form invoices.

Sheetify Bookkeeping is a Google Sheets accounting template that integrates Google Forms, Google Docs, and Google Sheets to generate invoices easily.

Thanks to the built-in Apps Script, Sheetify Bookkeeping makes this process super simple.

To generate a Google Form invoice using Sheetify Bookkeeping:

Go to Sheetifycrm.com and download Sheetify Bookkeeping.
Follow the prompts to set up and authorize Sheetify Bookkeeping within the Google Sheets template.
Within your Sheetify Bookkeeping template, head to the top menu and select ‘Sheetify’ > ‘Setup Invoicing’ > ‘Setup Sheetify Invoicing’.
Head back to the Google Drive folder that came with your Google Sheets template.
Copy the Google Doc within this folder named ‘Custom Sheetify Invoice’.
Select ‘Show File Location,’ then open the newly copied file.
Customize this document by adding your own business name, address, contact details, your own payment details, terms and conditions,
Select the URL and copy the code (see image below).

Sheetify Bookkeeping invoice generator code

Paste that code within the ‘Settings’ tab of your Sheetify Bookkeeping template under the ‘Invoice Template ID.’

This is also where you’ll find the link to your Google Drive invoice folder and the Google Form link.

Simply customize this Google Form, and then share it with your customers to fill out and submit.
Sheetify Bookkeeping then works its magic to automatically generate a Google Doc invoice using that Google Form data!
You can then find your Google Doc invoices inside the Google Drive Invoice folder mentioned earlier.
Download the invoice as a PDF.
Alternatively, if you use Sheetify CRM (Google Sheets CRM template), you can email the invoice directly to your customers through the built-in email marketing feature.

Watch this detailed video tutorial explaining this process here.

Sheetify Bookkeeping Template Features

In addition to generating invoices, Sheetify Bookkeeping is a powerful accounting template that can help you manage all your business finances on one Google Sheet.

Sheetify Bookkeeping comes with a built-in Apps Script and designated sheets for income and expense tracking, tax calculations, task management, and goal setting.

This dynamic bookkeeping template also seamlessly connects with Google Tasks (task management), Google Docs and Forms (invoices), and Gmail (emails).

And get this! As a Google product, any adjustments you make on one sheet will automatically update that data across related sheets!

Sheetify Bookkeeping comes with an assortment of specialized reporting dashboards tailored to your needs, including:

A Monthly dashboard.
An Annual dashboard.
A 5-Year forecast dashboard.
A Customizable dashboard.
A Performance comparison dashboard.
A Balance sheet dashboard.
A Sales tax dashboard.

These in-depth dashboards can assist with forecasting income, monitoring outflows, evaluating tax responsibilities, and more.

You can even send these dashboards as reports to yourself or fellow team members!

Sheeitfy Bookkeeping is available as a one-off payment of $47, which includes lifetime accounting and bookkeeping features at an affordable price.

You’ll also receive 15% off this price if you purchase Sheetify CRM, my ultimate Google Sheets CRM template business toolkit.

Want to know more about Sheetify CRM? Watch my comprehensive guide here.

Sheetify Bookkeeping is so much more than a Google Form invoice generator.

This incredible tool can completely replace the need to invest in standalone accounting software.

Find out more about Sheetify Bookkeeping here.

Back to blog