Short answer: Use a Google Apps Script that makes an invoice PDF for every client in your sheet and emails it from your own Gmail. It runs in your Google account and sends what it works on to our server, which does the work. Setup takes 4 steps: Set up two tabs; Add the script; Add your key; Run it.
How to set it up
- Set up two tabs. Make a tab named Clients with these columns: Client, Email, Address, Description, Qty, Price, Tax %. Make a tab named Settings with your business name in B1, address in B2, email in B3 and the next invoice number in B4.
- Add the script. Open Extensions, then Apps Script. Add two script files and paste in the two files from our email:
Pushbuild.gsandmonthly-client-invoices.gs. Save, then reload the sheet. A Pushbuild menu appears. - Add your key. Choose Pushbuild, then Set key, and paste the key from your signup email. The first time a script runs, Google asks for permission because it works in your own account. Review it and allow it.
- Run it. Choose Pushbuild, then Send monthly invoices. Each client gets an invoice due in 30 days, sent from your Gmail, and the next invoice number moves on.
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 (Pushbuild.gs and monthly-client-invoices.gs) and your key. It runs in your Google account and sends what it works on to our server, which does the work.
Free for your first 10 runs. After that it's $9 a month for this snippet, or $19 a month for every Pushbuild snippet.
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 Google Apps Script that makes an invoice PDF for every client in your sheet and emails it from your own Gmail.
How do I set it up?
In 4 steps: 1. Set up two tabs; 2. Add the script; 3. Add your key; 4. Run it. The full steps are on this page.
Does it send my data anywhere?
Yes. It runs in your Google account and sends what it works on to our server, which does the work. We email you the script (Pushbuild.gs and monthly-client-invoices.gs) and your key.
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.
Pushbuild · Automate your business with Pushbuild: pushbuild.com/