We need the “Company email” field as required so we can use a script to send the email to that address. The two most important fields here are “Company Name” and “Company email”, so they are marked as Required. Here is the link to the Form: Generate Invoice Form, and here is a link that will create a copy of the Form in your Drive: Generate Invoice Form COPY so you can adapt it to your needs.Īs you can see, the first section of the Form is for gathering general data for the recipient of the invoice. Also, you can use further analyses on the sales and not worry that some products are not going to be included if you made a small typo. This way is better if you have a limited number of products/services and you want to minimize human error when entering the name. In my example, I use a “Multiple choice” question type to get the product. For the products/services input, you can use a “Short answer” question and get the name, so basically there is no limit to the number of products/services you can create invoice with. The template for the invoice, in the Google Sheet, has space for 20 fields, so you can create up to 20 fields to be populated with product details. This means that I can populate only 5 fields in the invoice with any of the 6 products. If these limits are not making you problems then this is the perfect solution for you.įor this example, I have created a Google Form that includes 6 products and 5 fields to populate the invoice template.
Also, you have to define upfront, the maximum number of items you going to include in your invoice. The problem in creating this type of form is that the more products or services you sell the more complex the input field is going to get.
HOW TO USE GOOGLE DOCS TO AUTO EMAIL RESPONSE HOW TO
If you are a beginner you can learn more about Google Forms from this article: How to Create Google Form and How to Google Form Responses. Create a Google Form to collect Invoice data But this setup is going to be very easy to implement, you will have your data in one place, you will automate the whole procedure and you can track payments much easier. I know it sounds difficult, I know you have your template in some document or maybe in a spreadsheet with formulas to do the calculation for you.
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