How to Make an Invoice in Google Sheets?

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Getting paid for your services without any hassle is exciting. One of the main parts of the payment is curating an invoice without errors. And only professional-looking invoices will be taken seriously by your clients. Though there are multiple ways to invoice, creating an invoice using Google Sheets is easier than doing it in Google Docs and Microsoft Word. 

A Google Sheets invoice template can figure out complex fee calculations, just like an excel spreadsheet. Also, like Google Docs, it stores data in the cloud, and you can access your invoices anywhere via the internet. Besides, it is extremely flexible and can capture all the details clearly and ensure your customers understand them. 

This article has a quick step-by-step guide on how to make an invoice in Google Sheets. Also, you will find some tips, FAQs, and other information on the topic. 

5 Steps to Make an Invoice in Google Sheets

To create a customized invoice in Google Sheets, use the below-given steps. 

Note: Google Sheets is all about multiple rows and columns. So to create a professional invoice, you must merge them. 

Step 1: Add the title

The first step is to create a title in Google Sheets.

To do it, 

1. Highlight the first six to eight cells in row 1, then go to Format> Merge cells> Merge all.

2. Once the selected cells are merged, add the title “Invoice.”

3. Now go to the toolbar and pick a text size, text color, and background color of your wish.

4. Again, repeat the same steps—merge row 2 and add your company name. 

Pro tip: The center aligns the title and company name to make it look more professional. And use different colors for both rows. 

Step 2: Enter the required details

Your invoice must contain the company and receiver details, and the footer must contain the invoice and payment details and the terms and conditions. 

1. Company details

First, add the company details.

Now that you have added the invoice and company or business name, in the next set of cells, i.e., in cells A3 to A5, add the phone number, email address, and website.

Add the address into cell D3 and enter the company address details such as the street name, city-state country, and zip code in E3 to E5, respectively. 

Left aligns the details. 

If the address or specification is long, drag the column and adjust accordingly. 

2. Service-rendered section

Now add the services rendered section below the company details. 

Add the description, date, hours, hourly rate, and invoice item cost on the 7th row starting from A7. Refer to the pic below. 

Note: You can follow the same format if you want to add product details. 

Step 3: Add formulas

To simplify the calculation, you can add formulas for the totals and taxes section.

First, add correct headings for Subtotal, Tax, and Total in column E. Next to the Subtotal heading, click the cell, type =SUM, and enter the cell range. Here we have added F9 to F11.  

Once you have the subtotal, click the cell next to Tax and enter =(subtotal result cell) * (Tax rate). i.e =F15*10%, assuming the tax rate as 10%. You will get the value. 

Next to Total, type =SUM(F15:F16). You will get the total.

Step 4: Build the footer

Now add another colored title bar with titles for Invoice Details, Payment Details, and Terms and Conditions.

Step 5: Export the file and send the invoice to your clients

Though you are done curating the invoice in Google Sheets, you can’t send the completed invoice directly to clients, isn’t it?

So you must convert it to PDF format. To do this, 

Go to File > Download > PDF.

In the PDF formatting tab on the right side, uncheck the Show Gridlines box. 

Now click Export in the top right corner.

Choose to print and post the invoice or send it via email.

This is the final sample Google Sheets invoice. 

Things to Consider When Preparing Invoice in Google Sheets

Whether you are creating your own invoice on Google Sheets or using the invoice template, it is essential to pick the right one. 

The invoice template must have the following details:

1. Invoice 

The invoice document must be saved as “invoice” to make your client understand it is not a quote, credit note, or just a receipt. 

2. A unique invoice number

Each invoice number must be unique for clear identification, and it is essential to keep track of the numbers and references used. 

3. Your company name and address 

Add your company name and the business address where a client can contact you in case of doubts or queries. 

4. The company name and address of the customer

After adding your company details, you must mention to whom this invoice is being addressed. 

5. Supply date

Ensure to mention when the product or service was delivered.

6. The date of the invoice

Mention the date on which the invoice was generated.

7. The total amount payable

You must also include the payment terms, methods, and mode and the purchase order number. You can add a personal touch to the invoice by thanking your client for their business and acknowledging you would be happy to service again in the future. Even if you are editing a blank invoice template, ensure every detail is added.

How to Create an Invoice in Google Sheets Using Template?

  • Explore through the template gallery in Google sheets, choose the best template, and make a copy. 
  • Then fill in the required details.
  • Customize it according to your company brand. Choose the font and colors and add the logo to give a more professional look.
  • Save the Google Sheets invoice in the client name or invoice number or any way that makes it easy to find. 
  • Share the invoice with your client via email. 

Tips to Remember When Creating Invoices in Google Sheets

  • It’s unprofessional to resend an invoice to the client. So thoroughly check the Google Sheets invoice template, enter the details correctly and send it to the client. 
  • Keep track of all your invoices sent to your clients to make your tax return work easy. 
  • Please make a copy of the original invoice template and save it somewhere safe. This helps you to keep the template free of unnecessary details and edits for every new invoice you create.

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Frequently Asked Questions
  1. Is there an invoice template in Google Sheets?

    Yes, Google Sheets has an invoice template. Go to File > New > Template gallery, choose your ideal one from the Google Sheets templates gallery, and edit it. 

    Apart from multiple Google Sheets invoice templates, there are hundreds of other invoice templates online, and you can make use of them.

    If you are short of time, then create professional invoices using the best third-party invoicing software, which is InvoiceOwl, to save time and effort. This software contains multiple templates which can be personalized, sent to the client, and get paid quickly. So choose any free invoice template and add details, and tada! You are done.


  2. Does Google have an invoice system?

    Yes, Google does have an invoice system named Invoiced. This invoicing system makes it easy for companies of different sizes to create an invoice quickly. Additionally, it allows businesses to accept online payments swiftly in a matter of a few clicks and get paid online.


  3. When is the right time to send a Google Sheets invoice?

    If your client has bought your product or services, then send an invoice at the time of purchase. If it’s a long-term project, generate an invoice upfront before you start the project, and send monthly invoices with the remainder to be paid upon.


  4. Does Google have an invoice generator?

    There is no Google invoice generator. But you can find invoice templates in the Google Sheets invoice template gallery and make a copy and create a new invoice.

Conclusion

That’s all about how to create invoices using Google Sheets. As a small business owner, invoicing your clients is always hectic because you tend to make errors. Suppose you want to get a clear, organized, easily understandable invoice that builds credibility and gets you paid on time. Then Google Sheets invoice is your best option. 

Author Bio
Jeel Patel
Jeel Patel
Founder

Jeel Patel is the Founder of InvoiceOwl and is the main curator & writer of the content found on this site. With ideals of quality, commitment, and perseverance, he believes in creating lasting business relationships with the clients.

Canada

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