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Here is everything you need to know about Google Docs invoice templates. Who they are for, how they work, what to put in them, and most importantly, how to create a Google Docs invoice template.
Google Docs invoice templates are for people or businesses who need to invoice a client for goods or services and only need a basic invoice to send.
A Google Docs invoice template works by providing an official document of goods and services purchased from one party to another. The sending party fills in the Google Docs invoice template with all of the details regarding the transaction: including their contact info and their client's contact info, good and services provided, cost of items, taxes, discounts, deposits, terms, due date, invoice number, and anything else pertinent.
You can create a Google Docs invoice template in two ways: From scratch (Hard) or b using a template (Easier). If we want to save more time and you can skip templates all together and use an invoice generator (Easiest).
The most complicated way to create a Google Docs invoice template is to create one from scratch using, you guessed it, Google Docs.
Include the following sections and information in your Google Docs invoice template:
Once you have all of that information, create sections in Google Docs to enter the data. Pay special attention to the layout and formatting. Do a print preview so you can see how it will look if you or your client prints the invoice. Triple check your calculations to make sure you are charging them the correct amount and have applied taxes, discounts, and deposits correctly. Style it with your choice of font, colors, and logo.
Once you are satisfied with your Google Docs invoice template, save it so you can use it again by following the steps below:
1. Open up Google Drive.
2. Select + New > New Folder:
3. Give the new folder a descriptive name like "Invoice Templates."
4. Select Create.
5. Select the three-dots menu or right click for the invoice template you created and choose Move to:
6. Select the folder you created and then click Move:
You can also move the invoice template into the folder using drag-and-drop.
Now the invoice template you created is saved in a descriptive folder so you can easily use it again.
When using it again, select File > Make a copy so you don't overwrite your invoice template.
We also recommend saving your completed Google Docs invoice as a PDF file for easy sending.
To save as a PDF file, follow the steps below:
Now you can send it to your client by email, text message, or print and mail it. We recommend email or text since it is the fastest way to get the invoice to your client. Getting it in their hands faster means you should get paid faster.
When in doubt, you can always pick up the phone and call them to make sure they received the invoice.
ℹ Did you know, you can automatically track your sent invoices and estimates with Invoicer? That way you don't need to ask your client if they received an invoice. Try it now.
Pros: you have complete control of the look and layout, and it doesn't cost you anything.
Cons: time-consuming, you need a Google account (is that really a con?), harder to stay organized, keep track of invoices, you need to perform calculations manually, you need to format an invoice manually, and it is difficult to know the invoice status.
An easier way to create a Google Docs invoice is to use a premade Google Docs invoice template like the one at the top of this page (or the one you just created!). This way, all sections are already on it, and you need to enter your information and perform calculations.
For Google Docs invoice templates using an embedded Google Sheets spreadsheet, the formulas should be in place, so you only need to enter the information, and the amounts are calculated for you. It is still good to double-check to make sure you are invoicing your client the correct amounts.
Enter the following information in your Google Docs invoice template sections:
Once you are happy with your Google Docs invoice, save it and send it so you can get paid for your hard work.
Pros: You only need to enter the information. You can style the template how you like. It is free.
Cons: Still time-consuming, you need a Google account, harder to stay organized and keep track of invoices, you need to perform calculations manually, and it is difficult to know the invoice status.
By far the easiest way to create an invoice is by using an invoice generator. An invoice generator guides you through the invoice creation process, performs calculations automatically, and makes it very easy to send and manage invoices. You can even track your invoices, send late payment reminders, manage items, and receive online payments!
To create an invoice using Invoicer.ai, watch the video above and follow the steps below.
Note, the information you enter is automatically saved for you so you do not need to enter it again. This is useful when you create new invoices for the same client and items.
If you haven't signed up yet you will need to create a free account to download a PDF and send your invoices. Once you are signed up you can access your invoices from any device.
Once you are happy with your invoice you can click View Stub to see what the stub view looks like. The stub view is a summary of the invoice and it is what the client sees when they view the invoice from email.
You can also click the PDF button to download and view a PDF version of the invoice.
If everything looks good, click the Send button to send your invoice to your client or email or text the PDF version.
The pros of using an invoice generator far outweigh the cons. The time savings alone are worth every penny with an affordable invoice generator like Invoicer.ai.
Creating an invoice using a Google Docs invoice template can actually be complicated, prone to errors, and come off as unprofessional!
It doesn't have to be. Use an invoice generator to save time, look professional, and get paid fast.