While it’s true that Google Sheets can be used to process complex algorithms, it can also be used as a template for some simple invoicing. If you’re looking for a free way to make an invoice for a client, Google Sheets is easy and efficient to use and personalize.
Before we begin, make sure you have access to the following:
Step 1: Open Google Sheets
Step 2: Select Template Gallery to show all options
Step 3: Fill out the relevant information
Note on adding more item lines:
Note on adjustments:
When it comes to taxes or adjustments, use the “adjustments” cell and reformat it to do the math for you by typing the following:
=[subtotal cell]*[tax amount]
This will multiply the subtotal by 0.X, with the “X” being whatever percentage the applicable taxes are. In our example, taxes are 14%, so we multiply cell G24 by 0.14. These taxes will automatically be added to the subtotal and update the invoice total.
And voilà! Your invoice should now look something like this:
Step 5: Download
All that’s left is to download it! When it comes to file types, PDFs are standard for invoices.
Here are some extra steps to personalize your invoice and make it look more professional.
Step 1: Select a top-right cell (such as F5)
Step 2: Insert > Image > Insert image over cells
Step 3: Upload from your computer or drag a file to the box.
Step 4: Resize and place in the top right corner
As a default, the Google Sheets template will have a color palette with its text in blue and pink. To make yourself stand out from the crowd and ensure company cohesion, changing these colors to match your company’s color palette is recommended. (If one doesn’t already exist, select colors from the logo. If none exists, or if it’s monochrome, blue is always a safe choice regarding business matters.)
These may just be shades of the same color, though you might want to make the “Submitted on” and invoice total stand out by using complimentary colors, for better legibility and clarity. However, avoid using red or yellow anywhere in the invoice since red has a negative connotation with money (which you’re asking for in the invoice!), and yellow is hard to read against a standard white background.
Here’s what NOT to do:
And conversely, here’s a better example of what you should do!
See how much better it looks? While blue isn’t a complementary color to green, it still stands out and feels much more professional. The client can see the most important information: the total amount due and the submission date.
If you’re interested in having a standard, personalized copy after changing the color pallet or font, it’s a good idea to save a standard copy to use in the future to save time (which, after all, is money!).
Step 1: File > Make a copy.
Step 2: Rename it, so it’s easily identifiable as a template
Step 3: Select the file location
Step 3: For future invoices, make copies of this template
Always refer to any previous agreements with your client when it comes to how soon after submission an invoice will be paid.
The standard is 30 days from the date the invoice is submitted. However, there are some things to watch out for, such as weekends or bank holidays. These may necessitate the due date being extended by a day or two.
Always make sure this is up-to-date before you send it! If you work on an invoice over several days, ensure your “submitted on” date accurately reflects the date you send it to your client.
Pretty straightforward, right? Thanks to Google Sheets’ template, you can create and even personalize your invoices.
Here is the Google Sheets Invoice Template we created for this how to article. Follow the steps below to make a copy:
However, if you’re looking for an even easier option to invoice clients, Invoicer.ai offers unlimited invoicing, clients, and estimates, payment reminders and tracking (so you can see when your invoices are delivered, viewed, and paid), estimate-to-invoice automation, real-time updates, notifications, and more!