
- Invoice number
- Business name and contact details
- Client’s name and address
- Description of goods/services
- Payment terms and due date
- Total amount due
How to Create an Invoice in Google Sheets
Step 1: Open Google Sheets
- Visit Google Sheets.
- Open a blank spreadsheet or use a pre-made invoice template from the Template Gallery.
Step 2: Design Your Invoice Layout
- Use the first row for your company’s name and logo.
- Below, add invoice details such as invoice number, date, and payment terms.
- Create a table for listing services or products with columns for description, quantity, unit price, and total.
- Calculate the total amount automatically using the SUM formula.
Step 3: Automate Invoice Creation with SheetAI
Install SheetAI
- Go to the Google Workspace Marketplace.
- Search for SheetAI and click “Install.”
- Grant the necessary permissions.
Launch & Connect OpenAI/Gemini
- Open a new Google Sheet (sheet.new).
- Click on Extensions > SheetAI App > Launch to activate the add-on.
Use SheetAI to Automate Invoice Creation
- Generate Content: Automatically create invoice descriptions based on past data.
- Analyze Text: Detect errors or missing details in invoices.
- Perform Data Cleaning: Remove duplicate entries and format data correctly.
- Extract Information: Pull client details from previous records for recurring invoices.
Export SheetAI Functions
- Create itemized tables instantly.
- Generate structured invoices with a single command.
- Extract key invoice data for financial tracking.
Want to automate your google sheet processes? Check out our guide on how you can do so!
Benefits of Using SheetAI for Invoicing
1. Saves Time & Increases Efficiency
2. Ensures Accuracy & Reduces Errors
3. Extracts Insights & Improves Record-Keeping
4. Simplifies Payroll & Expense Submissions
- Manage payroll effectively.
- Submit expenses in a structured format.
- Schedule training sessions for employees on financial management.
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