Short answer: Use a free Google Apps Script that numbers every invoice for you, saves it as a PDF, emails it to your client and logs it, from one button in your sheet. It runs in your own Google account; nothing is sent to us. Setup takes 5 steps: Set up the invoice tab; Add a Log tab; Paste the script; Add a Send invoice button; Send your first invoice.
How to set it up
- Set up the invoice tab. Start with a simple invoice tab. The invoice number lives in cell F2, the client's email goes in B6, line items go in rows 10 to 30, and the total is in E31.
- Add a Log tab. Add a second tab called Log, so every invoice you send gets a record: date, number, client and total.
- Paste the script. Open Extensions, then Apps Script, and paste in the code below. It has two small functions. newInvoice adds one to the number and clears the old line items. sendInvoice saves the sheet as a PDF, emails it to the client, writes a line in your log, and then starts the next invoice.
- Add a Send invoice button. Go to Insert, then Drawing, draw a simple shape, label it Send invoice, and save it onto the sheet. Click the three dots on the button, choose Assign script, and type
sendInvoice, exactly as it's written in the code. - Send your first invoice. The first time you click it, Google asks for permission, because the script sends email from your own Gmail account. Review it and allow it; that only happens once. The PDF lands in your client's inbox with the invoice number in the file name, the Log tab gets a new row, and F2 is already on the next number.
Want this set up for your business? Free written scope in 20 minutes
Get the script
Download it free
We'll email you the script (Code.gs). It runs in your own Google account; nothing is sent to us.
Ready-made copy
A Google Sheet with the tabs and the script already in place: click Make a copy and it works.
$19 one-time, emailed straight after payment.
Have us install it for you
We set it up in your Google account in a short Connect session, connect it to your sheet and check that it runs.
$49 one-time.
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 every invoice for you, saves it as a PDF, emails it to your client and logs it, from one button in your sheet.
How do I set it up?
In 5 steps: 1. Set up the invoice tab; 2. Add a Log tab; 3. Paste the script; 4. Add a Send invoice button; 5. Send your first 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.
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