Are you looking to understand how to make an invoice in Google Sheets? If so, you’ve come to the right place. Whether you’re a service provider or a freelancer, creating an invoice in Google Sheets is a simple and effective way to bill your clients. In this post, we’ll show you how to make an invoice in Google Sheets, complete with screenshots to help you along the way. We’ll also introduce you to a free tool that can help you create professional invoices much faster than MS Excel, allowing you to get paid up to twice as fast. Let’s get started!
Table of Contents:
How to Make an Invoice in Google Sheets
Creating an invoice in Google Sheets is a straightforward process that allows you create an invoice easily.
Here are the simple steps to create a professional invoice:
1. Open Google Sheets
- Go to Google Sheets.
- Click on the Blank spreadsheet option.
2. Find and Use the Invoice Template
- In the menu bar, click on Help and search for templates.
- This will open a new tab. Under the Work section, select Invoice.
The default invoice template will look like this:
3. Customize Your Invoice
- Upload Your Logo: Click Insert in the menu bar, select Image in the cell and upload your logo.
- Change Colors: Click on any row or cell, and use the colour options in the menu bar to change its colour to match your brand. You can also add colours by adding the hexagon code.
4. Fill in the Invoice Details:
Click on each field and enter the necessary details, such as:
- Your Company Name
- Invoice For
- Invoice Date
- Payable To
- Invoice Number
- Name
- Company Name
- Project Due Date
- Project Name
- Description
- Qty
- Unit Price
- Total Price
5. Add New Line Items
- To add more items, insert new rows above the existing ones as needed.
6. Finalize and Download Your Invoice
- Once your Invoice is ready, it should look something like this:
- Easily download your Invoice as a PDF by clicking on File > Download > PDF document.
7. Send the Invoice to Your Client
- Attach the downloaded PDF to an email and send it to your client.
8. Save and Reuse the Invoice Template
- To save this Invoice for future use, click on File > Make a copy. This allows you to use the same template for other clients, saving you time.
We have created a Google Sheets invoice template for this blog for your convenience. You can download it for free here.
A Better Alternative to Google Sheets Invoices: CheckYa
Although Google Sheets helps you create professional-looking invoices, the process can be both time-consuming and error-prone. You must input all details manually, calculate totals, and track payments, which can lead to delays and missed opportunities. Consider using CheckYa, a superior invoicing tool, to streamline this process and eliminate errors.
Why Choose CheckYa Over Google Sheets?
1. Efficiency and Professionalism:
Unlike Google Sheets, CheckYa offers a professionally designed template to fill out and send within minutes. It reduces invoice creation time by 3 times, allowing you to focus more on your business.
2. Automatic Tracking:
CheckYa consolidates all paid, unpaid, and overdue invoices in one place. In contrast, Google Sheets requires manual tracking of each Invoice, which can be time-consuming and prone to errors.
3. Automated Reminders:
CheckYa sends automated reminders for due invoices, eliminating the need for manual follow-ups as required with Google Sheets.
4. Unique Invoice Numbers:
CheckYa generates a unique invoice number for each transaction, removing the manual tracking burden present in Google Sheets.
5. Payment Options:
Connect payment methods like PayPal and Stripe to facilitate quick payments from clients with just a tap. CheckYa supports various payment methods, including Google Pay, Apple Pay, credit cards, debit cards, ACH, and PayPal.
6. Flexible Fee Handling:
Customize how you handle payment processing fees. You can split fees with clients or pass them on fully, options not available with Google Sheets.
Create an Invoice with CheckYa in 3 Easy Steps:
1. Signup and Navigate to Invoices
- Sign up for CheckYa and navigate to the Invoices section from the left menu.
- Click on “Create Invoice” to start.
2. Add Invoice Details
- Enter customer details, line items, quantities, and prices, and choose how to handle payment processing fees with your clients.
3. Review and Send
- Review the invoice details for accuracy.
- Send the Invoice, and your client will receive it instantly.
Conclusion
Now that you know the steps to create an invoice in Google Sheets, you can confidently send your next Invoice. Follow the detailed instructions and customization options to make professional invoices. If you want to save time and reduce errors, consider using CheckYa. It streamlines the invoicing process, offers automated features, and provides professional templates. CheckYa makes invoicing quicker and ensures timely payments. Try creating your next Invoice in Google Sheets, and when you’re ready for a more efficient solution, give CheckYa a try.
