Give you some cell references that are helpful for really anyone who's used in google sheets so a link to the templates that i go over in this video in the video description below and finally i'm.
Going to also show you how to customize these templates and publish or save them so you can send them out to your clients and customers based on what's right for you.
So you'll start off by opening a new browser and just searching for google docs invoice template it'll bring up a search result that should be something similar to this but it's simply.
Docs.google.com flash templates and it'll open up an interface that will look like this and if this comes up for you this is actually the old template library and.
You can see right here that google gives you a notification that this is going away soon so if this shows up you can use these templates just by clicking on the use this template button and you can.
Also preview them if you'd like you can click on these and store them to your Google Drive and I'll show you how to do that in just a second but all these templates are available in the.
Marketplace for you and that way you know you can modify them and change them as you'd like and again I'll show you how to do that in just a second so what we're going to do is we're going to go.
Into the sheets tab and just click on this button here and it'll open up this new template library and then you can scroll right down here and you'll see an invoice option and just click right here.
And it's going to open up a standard template invoice that you can take and use and so what I've done is I've already downloaded this and added it to my Google Drive in order to make best.
Use of these templates you're going to want to have a gmail account and of course it's free to sign up so just sign up for a gmail account if you don't have one yet and what you'll do is just click.
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On this icon right here and go to Drive
It'll open up your Drive folder and everybody gets one of these by default with a free gmail account and this is where all of your documents.Are stored so this is the standard template it is this is the off-the-shelf version and I have downloaded this template already and made some modifications to it and so I'll pull.
That up here right now and just show you how to change this around and customize it the way that you want to have it so this template has automatically removed the the sell guidelines from the.
Background and if you want those to show up while you're changing the layout you can highlight everything and come up to the View tab and click the gridlines and you'll notice that they show back up so.
If you want to move you know move some cell references around or remove some of the items around you can do that so a lot of the fields here are pretty self-explanatory and you just need to.
Come in and customize them and you can put your customers name invoice number project name and the due date obviously you can invoice to the person right here and I've already filled my name in and.
Then submitted on date again very very simple and straightforward so if you want to add your logo you just click in a cell reference here click insert and then the image folder will come up you.
Can pull in your logo it'll upload and add it to the document okay then you can click on it and hover over and hold and click and resize this as as you see fit so I'll just leave it right there and.
Maybe I'll make this a little bit smaller here okay so I got my logo on there I'll fill out my my information right here you can customize it obviously as you see fit and then we'll.
Come down and add some references here
So by default they got some pre-populated fields in here and let's just say you have consulting services and you have a website project okay you.Can change the quantities let's change input one each and then unit price will just adjust those and then we're going to add a cell reference and we want this to total so that the quantity and the.
Unit price add up correctly and if I hover in this cell and I look at the Prada I look at the cell reference right here it is adding this these two fields the.
Unit price in the quantity automatically so if I change this to two you'll notice that it populates to a thousand dollars and it also changes the the grand total down here at the bottom so you can.
Configure that however you'd like and if you're not using these other fields you can just zero them out or delete them completely the adjustments tab you can rename if you want if you have shipping.
And handling or just an other column I'll just label it as an other field and we're not going to use that for this example so I'm just going to zero it out and leave it blank so we have our totals.
Here a thousand plus hundred and it's totalling at eleven hundred right here so that's how you modify this if I go back to the original template you can see that there's nothing in here but.
Just a notes section so in my template I've added a couple of references here then I'm going to go over with you so because this is a spreadsheet it accepts cell references and what I have here are.
A couple of images that are clickable and if I hover over this button the Pay Now button and come up here you can see the cell reference that is held within that cell so it is a hyperlink and what.
This is doing is its image it's any image that's inserted into this cell and you can change it to make it whatever you would like the image location is right here now in this template which.
Again I'll make available to you you can use this pay now button if you would like the hyperlink which is the link location is right here so obviously you can change that out to whatever you'd.
Like so that's the Pay Now button and this Google icon works exactly the same way and these references are available out there online through the Google resources so it's where I got them so I.
Just wanted to show you that these are two images that have the same reference but obviously it's displaying two different images and I'm going to leave them there for right now but when I go.
To save this before it would be sent out to a client or customer I'm going to delete one of these buttons and just use one of them the third option.
Is a simple link text the easiest way to do the link is just to click on an open cell and then come right up here to the link option and click on it and it's going to display a link any text so if I.
Wanted to type in this example to pay this invoice click here then I can just click right here and type in the hyperlink of where I want to send somebody to pay this invoice and click.
Apply this is now a clickable link and you can see it pops pops up when you hover over this this is just a text field so now you can adjust it you can if you want to increase the font you can.
If you want to make it bold or italics or change the color the background color you can customize it to whatever you would like so let's assume we have our invoice configured the way that we want.
It to be the last thing that I'm going to do before I save this or publish it is to get rid of these gridlines again by just going to view and gridlines and unchecking and then all of that goes.
Away okay so before I download this I'm going to delete out these buttons so I'm only giving my customer one option and I'm just going to type in here to pay this invoice click here and I'll leave.
Everything else and I'm just going to leave that link right there you get how it's a hyperlink so we'll go to file download and PDF and what it's going to do is I'll click.
Export here and it's going to save it to my hard drive and I'm going to click on this and it brings it up in PDF format so on a side by side here you can see that this is the Google sheets version.
And this is the PDF version and if I come down here with my mouse and I hover over to pay this invoice click here if I click on it it's going to bring up a new web browser and it's going to bring up.
My post payment page service which in this case is simply paid out me so that's the simple process of saving to PDF then obviously you can just attach that to your email you can.
Ended off your customer can open the PDF they can click on the payment link and they can get the invoice paid so another option to publish this is to come up to file and click publish to the web these.
Options give you the ability to publish this document and make it open make it available to everyone or anybody who has the link you may or may not use that I don't personally use that option but it.
Is available to you the last option that I'll go over with you is that you can simply save this to your drive folder your Google Drive folder so if I wanted to just drag one.
Of these in from my windows browser copy it here it shows up and there's and I'd if I double click on it you can see that it pulls this this invoice up with the clickable link now with Google Docs the.
Way that it works is that you can right click on this and you can get a shareable link and you make sure to turn it on if it doesn't automatically turn on and you can click on this copy it to.