How to | Create an automated Invoice | Google Sheets / Excel

How to make an automated invoice, using google sheets, same techniques can be used in excel. Ideal for contractors / freelancers. One click to fill in the information from your database. No Apps Script or other coding - just basic formulae! :)

Timings:
0:00 Example
0:42 Create a template
3:32 Set up the database
6:21 Automate filling in the database
14:27 Formatting

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[bloomfieldanalysis]

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[_gnit]

This is great thank you 😊.
came across a neat tip to easily Change INV-0001.

in that cell F12, create a Dropdown (from a range)
Data > Data Validation > Add Rule > Apply to Range, Invoice!F12 > Criteria, click Select Range & to Database sheet & click A column. done.
or type custom formula =Database!$A$2:A

Advance options: Plain Text (optional) just to get rid of the Dropdown Arrow.

Now you can double Click on INV-0001(F12 cell) & select From a list. these are attached to your Database sheet so select one & itll auto populate like normal.
the more you add to Datatabase sheet, the dropdiwn menu in F12 will auto update as well
Thank you for this tutorial!

[hyphen]

Thanks alot!! Definitely gonna add this into my assignment eventho im not an IT student but somehow Excel is quite fun to play around with

[AnahiSidonio-ucdh]

This is literally the BEST tutorial. THANK YOU! Could you please also make an invoice tracker I’m begging!!!

[SchedulingScheduling]

Awesome video, how to add the invoice data to the database sheet? Mines isn't moving to the database sheet or updating.

[ayeshaazahari]

Hi, what do I do if I were to have many items for the "Description" list, and don't want it to overlap to the next invoice's "Description" items?

[hazel]

I've had a look at this and it could be what I'm looking for. I work with an excel database of customers/jobs and at the moment manually create a quote with the same information and if it goes ahead, eventually create an invoice with the same information. So far so same as your tutorial (and the one to create an invoice and quote from the same database). However, I'm now stumped as occasionally some clients ask for quotes for several jobs - these would normally have the same quotation number, so how do I get around adding more items to the quote? I'd be really interested and grateful for your answer. I am not an expert by any means and had to slow your tutorial down to follow it and copy the formulas haha.

[uqffhys]

All invoice templates are deleted from your website. I cannot access the sheets. Any way to fix this?

[SJordi]

Hey ive got a problem, in my sheets ive got an the same number of invoice in various rows (e.g invoice 0016 is in row 10-17), therefore your explanation doesn't work. What can I do instead? sorry im a noob at this

[omizani]

Hi, thank you for great tutorial. i use it to create packaging catalog. can i want to print multiple items at one?

[blagovestalexandrov]

Hello, I trying to repeat this but I'm totally confused after 12:00 min when you mess the formula, how did you change and repair it, cause I totally mess and can do it... you just copy and paste some $ but in my case they doesn't work. Could you explain how did you do the case with Project?

[sivxcreation]

Hi what if we ad item 2 in description? ‘ how do its add on database

[devagarwal]

Hii nice Video, But I have a question what if I wanted to print all the invoices in a single PDF file like one after other can I do it

[ibz]

Hi, I've got this working, I also have a separate workbook with just my invoice in it so I can produce a PDF version from my phone on the go, is there a way of referencing the data using the IMPORTRANGE function? I've tried it but can't seem to work out what I need exactly... TIA

[emilywilde]

I am an idiot so skipping over that I have followed your WONDERFUL tut here 6 times or more...but I cannot get it to update when I change the invoice number and I am obviously missing something there a trouble shooting list maybe? What dose it do when i change the invoice number? absolutely nothing. HAH

[VortexSamples]

Hello. Is there any way to automatically download all invoices at once instead of switching manually and downloading one by one? If so this would be super awesome because I have almost 200 invoices to download lol

[JustinKais]

I guess no one sells multiple items to a customer on one invoice.

[garethjohnson]

Watched this about 40 times gone along step by step and I cannot get it to work.

[Colourful_life]

Convinced. What about multiple description lines? Say five-ten items.