How to generate invoices with Sheetify Google Sheets bookkeeping?
Thanks to the built-in invoice generator, you can easily generate invoices inside the Sheetify Google Sheets bookkeeping template!
Sheetify Bookkeeping features an integrated Apps Script that seamlessly combines Google Forms, Docs, and Sheets together.
This enables you to generate professional, personalized, and precise invoices effortlessly.
How to set up the Sheetify invoice generator?
To generate an invoice with Google Sheets Sheetify Bookkeeping, you’ll first need to set up the built-in Sheetify invoice generator.
To do that, follow these steps:
- Navigate to Sheetifycrm.com and purchase Sheetify Bookkeeping.
- Set up the template and follow the instructions for authorization (you'll get these instructions after the download).
- Select 'Sheetify' from the top menu of your bookkeeping template, then 'Setup Invoicing' > Setup Sheetify Invoicing'.
Next, follow this guide to copy the Sheetify invoice Google Doc and personalize it to suit your business and brand:
- Open the Google Drive folder that came with your Sheetify Bookkeeping template.
- Locate and copy the 'Custom Sheetify Invoice' Google Doc.
- Select 'Show File Location' to find and open the newly copied document.
- Add your business name, logo, address, contact information, payment details, and terms and conditions to the Google Doc.
- Copy the specific code within the document’s URL (see the image below for reference).
- Paste that code within the 'Invoice Template ID' box found in the 'Settings' sheet of your Sheetify Bookkeeping spreadsheet template.
And that is how you set up the Sheetify invoice generator!
How to send invoices to customers with Sheetify Bookkeeping?
Once you’ve set up the invoice generator, all you need to do is fill out the Sheetify Bookkeeping pre-made Google Invoice Form.
Sheetify Bookkeeping then automatically generates a Google Docs invoice using the Google Form data you entered that you can then send to your clients.
Follow the steps below to complete the invoice generation process within Sheetify Bookkeeping:
- Select the Google Form link within the ‘Settings’ sheet of your bookkeeping template.
- Fill in the Google Invoice Form with specific client, business, and invoice details.
- Click ‘Submit’.
- Head back to the ‘Settings’ sheet within Sheetify Bookkeeping and open the ‘Invoices folder URL.’
- You should then see your newly generated invoice within this folder (along with any future invoices you create).
- Open the Google Doc invoice and select ‘File > Download > PDF document’ to download the Google Doc invoice.
- Once downloaded, simply send the PDF to your customer.
- Alternatively, click ‘Share’ within the Google Doc to share it directly with them.
For Sheetify CRM customers, it’s even easier! Simply share the Google Doc and then send it directly to your customers using the built-in email marketing feature.
And that is it! You’ve now learned how to set up, create, and send invoices to your clients using the built-in invoice generator within Sheetify Google Sheets Bookkeeping.
Click here for a step-by-step visual guide on how to generate invoices with Sheetify Bookkeeping.
Why generate invoices with Sheetify Google Sheets Bookkeeping?
Using Sheetify Bookkeeping and Google Sheets to generate invoices is beneficial for many reasons.
For starters, integrating another invoice-generation tool is unnecessary if you already use Sheetify Bookkeeping for income, expenses, and other bookkeeping management activities.
Plus, as a Google product, Sheetify Bookkeeping efficiently compiles and securely stores your customer data and invoices within Google Workspace.
Sheetify Bookkeeping also leverages well-known, easy-to-use Google Apps (Google Forms, Google Sheets, and Google Docs) for invoice generation.
This means that anyone can easily craft and send customized invoices to their clients!
And with the integration of Sheetify Bookkeeping's custom Apps Script, you don’t need to worry about manually moving and entering data, as Sheetify handles it automatically for you!
Generating invoices through Sheetify is an innovative and effective strategy for any business owner aiming to streamline their invoice and billing processes.
It’s as simple as that!
Sheetify Bookkeeping Google Sheets Quote Generator
Are you aware that with Sheetify Bookkeeping, you can also craft impressive and professional quotes to send to your clients?
Like the invoice generator, the quote generator allows you to create and send tailored quotes to your clients through Google Forms, Google Docs, and Google Sheets.
The process is straightforward, closely mirroring the previously above invoice generator steps (with minor tweaks), all thanks to the convenience of the built-in Apps Script.
Check out how you can generate quotes with Sheetify Bookkeeping here.
Additionally, to discover the full capabilities of Sheetify Google Sheets Bookkeeping template, watch this video tutorial!
