Does Google Sheets have invoice templates?
Yes! Thanks to the wide range of accessible Google Sheets invoice templates available to all Google Sheets users, you can easily and quickly send invoices to your clients.
These templates range from basic designs (suitable for any type of business) to more specialized formats aimed at specific services or product types.
My favorite Google Sheets invoice tools and templates are as follows:
- The customizable Google Sheets template gallery invoice template.
- Spreadsheet Point’s editable invoice template.
- OpenDocs various ‘Simple,’ ‘Sales,’ ‘Service,’ and ‘Shipping’ invoice templates (all suited for different invoicing requirements).
- Invoice Simple’s range of professional invoice templates (compatible with both Google Docs and Google Sheets).
- Sheetify Bookkeeping, a Google Sheets bookkeeping template with a built-in invoice generator (using Google Forms and Docs).
Best Google Sheets invoice template (Sheetify Bookkeeping)
My Google Sheets Bookkeeping template (Sheetify Bookkeeping) is by far the most efficient and simplest method for generating invoices on Google Sheets.
Basically, with Sheetify Bookkeeping, you can seamlessly create an invoice using Google Forms, Google Docs, and Google Sheets.
Plus, if you connect Bookkeeping with my other small business Google Sheets template tool Sheetify CRM, you can email those invoices directly to your clients.
All through Google Sheets.
The best part is you don’t have to write any Apps Scripts or create any formulas to use the Sheetify Bookkeeping, Sheetify CRM, and the Sheetify invoice generator tool.
All you need to do is create and customize your own Google Form (Can a Google Form Generate An Invoice?) to capture data for your invoice and then share that form with your customers.
Sheetify Bookkeeping will do the rest.
How to send invoices from Sheetify Bookkeeping?
To create an invoice using the Sheetify Bookkeeping tool, follow these steps:
- Download the Sheetify Bookkeeping tool from SheetifyCRM.com.
- Follow the steps to integrate and activate Sheetify Bookkeeping within Google Sheets.
- In your Sheetify Bookkeeping Google Sheets template, go to the top menu and click ‘Sheetify’ > ‘Setup Invoicing’ > ‘Setup Sheetify Invoicing’.
- Return to the Google Drive folder (provided when you downloaded Sheetify Bookkeeping) and find the document ‘Custom Sheetify Invoice.’
- Copy this document.
- Click ‘Show File Location,’ then open the copied file.
- Add your own business’s name, address, contact information, payment details, and any terms and conditions to this file.
- Copy the URL code (see the exact code example within the video below).
- Paste that code in the ‘Settings’ tab under ‘Invoice Template ID’ on your Sheetify Bookkeeping template.
- Here, you can also access the Google Drive invoice folder (where all generated invoices live) and the Google Form link (which you can share with customers).
- Click the Google Form, then share the link with your customers to fill out.
- Once shared, Sheetify Bookkeeping uses the inputted form data to automatically craft a Google Doc invoice (you can find this in the previously mentioned Google Drive Invoice folder).
- You can also download this invoice as a PDF.
Check out this full process here.
And as mentioned earlier, you can email the invoice directly to your customers using Sheetify CRM.
Sheetify Bookkeeping Google Sheet template (features)
Sheetify Bookkeeping offers many awesome features beyond the scope of invoice generation.
In fact, I’d go as far as to say that this Google Sheets small business template can revolutionize how you manage all your business finances.
Sheetify Bookkeeping comes with pre-defined automations and sheets for:
- Tracking income and expenses.
- Calculating taxes.
- Organizing tasks.
- Setting business goals.
All you need to do is input your business data; it does the rest for you.
With a built-in Apps Script, conditional formatting, and data validation rules, you never have to worry about calculations or syncing data again.
Plus, it effortlessly integrates with Google Tasks for task management, Google Docs and Forms for invoices, and Gmail for email communications.
Sheetify Bookkeeping also enriches your financial toolkit with a variety of detailed reporting dashboards such as:
- Monthly dashboard.
- Annual dashboard.
- Projections dashboard (up to five years).
- Custom dashboard for specific needs.
- Performance analytics dashboard.
- Balance sheet dashboard.
- Sales tax dashboard.
You can then download and share these dashboards as reports with your team using the ‘Reportify’ function.
Check out my in-depth guide on how to use and download these dashboards here.
Sheetify Bookkeeping offers functionality beyond mere invoice generation, positioning it as a viable and affordable alternative to traditional accounting software.
How much does Sheetify Bookkeeping cost?
Available for just $47, Sheetify Bookkeeping delivers unparalleled value, offering lifetime access to accounting and bookkeeping functionalities without breaking the bank.
Plus, if you also purchase my Google Sheets CRM template Sheetify CRM at the same time, you’ll receive an additional 15% discount on both products.
For an in-depth exploration of Sheetify CRM, check out this detailed guide.
Why create business invoices in Google Sheets?
You should consider using Google Sheets (and Sheetify Bookkeeping) to craft and send invoices to your clients for the following reasons:
- Accessibility: Google Sheets is completely free to use with any Google Workspace account. Plus, it operates on the cloud, meaning anyone with an internet connection can easily create and access invoices.
- Collaboration: Google’s incredible collaboration capabilities allow multiple users to view and edit invoices in real-time, enabling seamless collaboration among all team members and external clients.
- Customization: The spreadsheet tool is highly customizable, allowing you to easily adjust layouts, add custom fields, and add your own branding elements, such as logos.
- Automation: With Google Sheets, you can actually automate parts of the invoicing process with built-in formulas and Apps scripts to help with calculating totals, taxes, or applying discounts.
- Data Analysis and Reporting: Unlike dedicated invoicing software, Google Sheets is a data storage and analysis tool. With Google Sheets, you can monitor payment patterns, client behavior, or financial trends and generate reports based on your invoicing data without leaving the platform.
- Security: As a Google product, the Google Sheets infrastructure is highly secure, ensuring your confidential financial data is always protected.
- Reliability: Google Sheets is automatically regularly backed up and holds a reliable uptime, meaning that your data is always up to date whenever needed.
Leveraging a Google Sheet template like Sheetify Bookkeeping to craft business invoices will save you money and offer flexibility, unparalleled collaboration, and data analysis.
Other tools simply can’t compete with that.
