Invoicing

Example Invoice

Below is an example of an invoice generated by the script:

Getting Started

Follow the step-by-step tutorial below to learn how to set up and use the script to generate your own invoices from Google Sheets.

Tutorial Steps

Step 1: Create a new document within Google Sheets.

Step 2: In the top bar, click "File" > "Import".

Step 3: Select "Upload" and then "Browse" to select your files.

Step 4: Import the "Invoicing_Tool.xlsx" template downloaded from this Repository.

Step 5: I would personally "Replace Current Spreadsheet" but ultimately this is up to you.

Step 6: Here's your template!

Step 7: Select from the top bar "Extensions" > "Apps Script"

Step 8: Here's your Apps Script interface.

Step 9: Navigate to "invoice.gs" within this Repository.

Step 10: Copy contents of "invoice.gs"

Step 11: Paste within your Apps Script and Save.

Step 12: Customize your information here.

Step 13: Click "Run" to initialize your Apps Script.

Step 14: Authorization is required to allow your services within Google to access each other.

Step 15: Review and click "Allow" to continue once you've thoroughly reviewed and understand.

Step 16: Navigate back to your sheet and refresh. You should now have the "Custom" menu at the right end of the top bar.

Step 17: Select a row as your source and then select "Custom" > "Generate Invoice"

Step 18: The process will run.

Step 19: Files Done! Click on that link to access your file.

Step 20: Here's what it'll look like! You'll customize to add your information of course.

Step 21: These files will automatically version based on the "Job ID" and save to an "Invoices" folder on the Google Drive account authorized.