How To Create An Invoice Using Google Forms? (Free and Paid Options)

How to create an invoice using Google Forms?

You can create professional, visually appealing, and accurate invoices to send to your clients using Google Forms, Google Sheets, and potentially Google Apps Script.

Creating an invoice using Google Forms involves several steps:

1. Setting up your Google Form to collect invoice details from your clients.
2. Creating a Google Sheets invoice template as the framework for your invoice.
3. Emailing the invoice from Google Sheets as a PDF to your clients.

How to generate an invoice using Google Forms?

Here's a step-by-step guide for how you can create personalized invoices through Google Forms and Google Sheets:

• Create a new invoice form in Google Forms to capture invoice details: Include fields that capture all invoice details like the client name, service or product description, quantity, price, and any other specific business details.

• Link Google Forms to Google Sheets: Click ‘Responses’ on your Form and select the green ‘Link to Sheets’ icon to create a new spreadsheet.

• Send the Google Form link to your clients: Clients will fill out their form details, which are automatically collected and stored within the Google Sheet spreadsheet.

• Create your Google Sheets invoice template: In the same linked Google Sheet, add a new sheet, insert the Invoice template from the template gallery, and then add the relevant client information from the Form responses to your invoice template.

• Customize your invoice template: Insert your own business information, logo, and detailed list of services or products with quantities and prices.

• Add built-in formulas and Google Sheets features: These can be used to automatically calculate totals, taxes, and other financial calculations.

Additionally, you can use Google Apps Script to generate the invoice and automatically insert client details.

By writing custom scripts, you can transform your form responses into a formatted invoice that automatically calculates the taxes and totals of products or services owed for you.

Integrating an Apps Script can also automatically generate a PDF version of your invoice, which you can email to your clients.

However, this requires a deep technical understanding of Google Sheets and Google Apps Script.

How to create an invoice using Google Forms (Sheetify Bookkeeping)

Do you want the functionality that a Google Apps Script brings to Google Form invoices but don’t want to muck around with actually writing an Apps Script?

Presenting Sheetify Bookkeeping– the ultimate Google Sheets accounting and bookkeeping tool built for small business owners.

Sheetify Bookkeeping is the simplest and most streamlined way to craft invoices straight from Google Forms.

With a built-in invoice generator and Apps Script, Sheetify Bookkeeping blends Google Forms, Google Docs, and Google Sheets to create seamless, customizable invoices.

Once set up, you won’t have to think about formulas, integrations, or time-consuming data entry ever again.

To create an invoice using Google Forms and Sheetify Bookkeeping:

• Visit Sheetifycrm.com to download Sheetify Bookkeeping.
• Follow the instructions to integrate Sheetify Bookkeeping with Google Sheets.
• Within the Sheetify Bookkeeping template, select ‘Sheetify’ in the top menu. Then ‘Setup Invoicing > Setup Sheetify Invoicing.’
• Head to Google Drive and select the folder that came with your Sheetify template.
• Duplicate the 'Custom Sheetify Invoice' Google Document found within this folder.
• Choose ‘Show File Location,’ then open the duplicated file.
• Add and edit your business name, logo, address, and payment information.
• Copy the URL code (see image below)
• Paste the copied code into the Sheetify Bookkeeping ‘Settings’ tab within the ‘Invoice Template ID’ section.

You should also see the link to the Google Drive invoice folder mentioned earlier here, as well as the Google Form link.

• Select the Google Form link and tailor it as needed.
• Distribute the link to your clients.

As submissions roll in, Sheetify Bookkeeping automatically transforms Google Form data into a Google Doc invoice– a document neatly stored in the previously mentioned Google Drive folder.

• Once generated, simply download your invoice as a PDF to send to your clients.
• Additionally, Sheetify CRM users can email the invoice directly from the Google Sheets template, thanks to the built-in email marketing tool.

Consider watching our video tutorial that guides you through this process for more information.

By leveraging Sheetify Bookkeeping, you can essentially streamline your invoicing processes without the added hassle of writing your own Apps Script.

Click here to check out Sheetify Bookkeeping’s entire feature set.

Why create an invoice using Google Forms?

Creating invoices using Google Forms, coupled with Google Sheets and Google Docs, offers a streamlined, efficient, and customizable approach to invoice management.

Google products are easily accessible from anywhere, meaning businesses and their clients can conveniently manage invoices on the go.

Plus, Google invoices are cost-effective (completely free!) and customizable, enabling you to tailor your invoices specifically to your business needs.

This method creates a frictionless workflow from invoice creation to record keeping, saving you time while reducing errors that come with manual data entry.

Additionally, it’s secure, offers real-time data collection, integrates seamlessly with other Google Apps, and is easily shareable with team members.

This makes Google Forms invoices ideal for businesses looking for a simple yet efficient, scalable, and integrated invoicing system!

Does Google have an invoice template?

Yes, Google provides a free customizable invoice template within the Google Sheets template library.

Plus, you can find a variety of downloadable free and paid Google Sheets-compatible invoice templates online for different business needs.

These templates typically come with automatic tax, GST, and total calculations.

The best Google Sheets invoice template is Sheetify Bookkeeping, a dynamic Google Sheets accounting template that comes with a built-in invoice generator.

Sheetify Bookkeeping uses an Apps Script to automatically populate a Google Doc invoice using your Google Form data.

It then routinely converts that invoice into a PDF.

Read more about Sheetify Bookkeeeping Google Sheets template here.

And that is how you can create an invoice using Google Forms.

Using Google Forms (along with other Google products) is an awesome way to build customizable invoices for free.

I hope you’ve found this article helpful!