How to Make an Invoice in Google Sheets?

Isn’t it exciting when you get paid faster for the services you rendered without any hassle? One of the main parts of the payment is curating an invoice without errors. Also, remember that only the professional-looking and clear 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.

Google Sheets is an example of an invoice template that 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. 

How to Make an Invoice in Google Sheets?

To create an invoice in Google Sheets that tap into the full power of this versatile spreadsheet tool, follow a few simple steps to merge cells, build formulas, and format a professional document. In minutes, you can develop an elegant invoice from raw data that looks polished enough to be directly shared with your clients after export. Read on to unlock sheets’ advanced features, from calculations to custom styling, and produce invoices with visual pop.

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 the 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 payment 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 to 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 sections.

First, add the 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 is 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.

Check out this helpful video that walks through the entire process on how to make an invoice in Google Sheets

Things to Consider When Preparing Invoice in Google Sheets

Whether you are creating your own invoice on Google Sheets or using the Google Sheets 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 an “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, mode, and purchase order number. You can add a personal touch to the invoice by thanking your client for their business and acknowledging that you would be happy to serve them 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?

• Login to your Google account.
• Open the Google Sheets and tap on a blank spreadsheet.
• Click on “File”.
• Then tap on ‘New’ and click on ‘From template gallery’.
• Explore through the template gallery in Google Sheets, choose the most suitable 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.

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.