Send estimates from Google Sheets and turn them into invoices in one click

Short answer: Use a free Google Apps Script that numbers each estimate, emails it to your client as a PDF and, once they say yes, turns the same row into a numbered invoice and emails that too. It runs in your own Google account; nothing is sent to us. Setup takes 5 steps: Make an Estimates tab; Make a Settings tab; Paste the script; Email an estimate; Turn it into an invoice.

How to set it up

1. Make an Estimates tab. Add a tab called Estimates with these columns from A to H: Number, Date, Client, Email, Description, Amount, Status, Invoice. Each row is one job.
2. Make a Settings tab. Add a tab called Settings. Put your business name in B1, your email in B2 (client replies go there), the next estimate number in B3 and the next invoice number in B4.
3. Paste the script. Open Extensions, then Apps Script, paste in the code from our email, and save. Reload the sheet and an Estimates menu appears.
4. Email an estimate. Fill in Client, Email, Description and Amount, click any cell in that row, and choose Estimates, then Email estimate for this row. The row gets a number like EST-101 and today's date, and Status says Sent.
5. Turn it into an invoice. When the client agrees, click the row and choose Turn this estimate into an invoice. The script gives it the next invoice number, emails the invoice PDF and writes the number in column H, so the same estimate can't be invoiced twice.

Want this set up for your business? Free written scope in 20 minutes

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Good to know

• The first time you send, Google asks for permission because the email goes from your own Gmail.
• The PDF shows your business name, the number, the date, the client, the description and the amount.

Rather not set it up?

Our free invoice generator makes the PDF in your browser and emails it to you. No sheet or script needed.

Questions

What does this script do?

It is a free Google Apps Script that numbers each estimate, emails it to your client as a PDF and, once they say yes, turns the same row into a numbered invoice and emails that too.

How do I set it up?

In 5 steps: 1. Make an Estimates tab; 2. Make a Settings tab; 3. Paste the script; 4. Email an estimate; 5. Turn it into an invoice. The full steps are on this page.

Is it free, and does it send my data anywhere?

It is free: enter your email on this page and we email you the script (Code.gs). It runs in your own Google account; nothing is sent to us.

Can you install it for me?

Yes. We set it up in your Google account in a short Connect session, connect it to your sheet and check that it runs.

Want it wired into QuickBooks, your CRM or your payment system? Send us a short brief.