How to Automate Invoicing with Google Sheets & Automated Docs

In this article, we'll see how to use AutomatedDocs to create invoices from your Google Sheets table when a new row is added to a sheet.

This enhances your workflow by utilizing native integration between AutomatedDocs and Google Sheets to automatically create all your invoices without any manual work.

Our example will cover invoices, but the approach will also work well for other documents like quotes, sales orders, purchase orders, or any tabular content.

Limitations of Using Google Sheets for Invoicing

Using Google Sheets for invoicing comes with several limitations that can hinder efficiency and accuracy. One major drawback is the significant amount of manual work required, which includes tasks such as entering customer details, invoice numbers, and payment terms. This manual process is time-consuming and prone to human error, which can lead to discrepancies in financial records. 

Additionally, the need to copy and paste data between sheets and documents can create inconsistencies and further increase the risk of mistakes. These limitations make it challenging to maintain a streamlined and error-free invoicing process, especially as the volume of transactions grows.

To address these challenges, we offer a flexible solution by combining AutomatedDocs and Google Sheets. Google Sheets provides the data, and AutomatedDocs generates the invoices from templates.

We will demonstrate this solution by guiding you through the creation of a PDF invoice. The necessary components for this process include:

- Invoice template: We will use a DOCX file, but a Google Docs file works as well.

- Sheet with invoicing data.

- AutomatedDocs account.

- Google Drive folder to upload the created invoice (optional).

Configure AutomatedDocs for Google Sheets Invoicing Generator

1. Upload Your Invoice Template

The first step involves configuring our document creation with AutomatedDocs. First, we select a ready-to-use invoice template, or we can create a new one by adding the correct tags and fields.

From the Templates section, let's click "Add New" and upload the template or choose one from our Google Drive account.

Once uploaded, our template is ready.

2. Connect Google Sheet with AutomatedDocs

We already have a ready-to-use sheet in Google Sheets with the information for our invoices.