DocMaster for Google Sheets

Turn Google Sheets into an invoice engine

DocMaster is a Google Sheets add-on that combines order management, cart-style invoicing, and Google Docs automation in one guided workflow.

Sheets stay your database for items, customers, and orders
Docs templates produce branded invoices with markers
Automatic totals, taxes, and discounts stay consistent
Background task queue keeps bulk runs safe and visible

Stop manual invoicing in Google SheetsOne-click invoice automation for small teamsGoogle Docs invoice templates without copy-pasteAccurate taxes and totals every single timeBulk invoice generation with task trackingOrder management and invoicing in one placeFaster month-end billing without chaosConsistent invoice formatting for every clientSecure invoice workflow inside Google DriveSimplify billing with Sheets-first automation

View documentation Open DocMaster

Built for Sheets-first teams

Keep your data inside Google Drive, then generate invoices with a structured, repeatable flow.

Sheets

Single source of truth

Docs

Template-driven invoices

Private

Data stays in Drive

From Template Markers to Perfect Invoice in One Click

Design once with markers. Click once to generate. Data fills automatically from your Sheets.

Step 1: Design Template with Markers

One-time setup

Google Docs invoice template with markers before processing

Your template with markers:

Add your logo, branding, and company details
Place markers like {{customer_name}} and {{order_total}}
Format the layout exactly how you want it
Save as your invoice template
Do this ONCE. Use forever.

Step 2: Click Generate

Perfect invoice in 1 second

Professional invoice generated from template with all data filled

DocMaster generates the invoice:

Click "Generate Invoice" in Sheets sidebar
All markers replaced with real data from your order
Customer details, items, prices, taxes—all filled perfectly
Calculations done automatically, formatting preserved
Professional invoice ready to send in 1 second

The markers like {{customer_name}} get replaced with real data

Design your template once with your branding and markers. DocMaster reads your order data from Sheets and fills every field automatically. What took 30 minutes of copy-paste now happens instantly.

Stop Wasting 2 Hours Daily on Manual Invoices

Meet Maya — a bakery owner who was drowning in spreadsheet chaos until she discovered one-click invoice generation

Before DocMaster

5:30 AM - The Nightmare Begins

Every single morning, Maya loses 2 hours to:

Creating invoices manually — 30 minutes per invoice, copying customer details from WhatsApp, calculating totals with a calculator. One wrong number means redoing everything.
Searching for customer info — scrolling through old orders or asking the same customer twice because she forgot she already saved their details.
Fixing calculation mistakes — tax wrong, total wrong, discount wrong. Every mistake means an embarrassing call and redoing the invoice.
Tracking who paid — writing "PAID" on printed copies, losing track of pending payments, chasing customers who already paid.

"30 minutes to create ONE invoice. Got the total wrong. Sent Mr. Sharma someone else's invoice by mistake. He called confused — I wanted to cry."

— Maya, after another exhausting day

With DocMaster

Now: One Click, One Second, Done

Today, Maya creates perfect invoices in ONE CLICK:

ONE CLICK invoice generation — customer details auto-filled, items auto-populated, tax auto-calculated, total perfectly accurate. What took 30 minutes now takes 1 second.
Customer info saved forever — type once, select from dropdown forever. Never ask twice, never search old orders, never lose contact information.
Zero calculation mistakes — tax, discounts, and totals calculated automatically. No calculator, no embarrassing calls, no redoing invoices.
Payment tracking that actually works — see who paid instantly, know who's pending at a glance. Never chase customers who already paid.

What Maya Got Back Today:

✓24 invoices in 24 seconds

✓2 hours saved every day

✓Zero mistakes this month

✓₹48,000 collected on time

"I click one button. A perfect invoice appears. I got my evenings back."

The Real Reason DocMaster Works

You're not buying a "CRM." You're buying back 2 hours daily, eliminating calculation mistakes, and getting one-click invoices instead of 30-minute manual work.

No download. No migration. Just open Google Sheets and click.

How Small Businesses Actually Use It

Customer calls for order

Open Sheets, select customer from dropdown (or add new one in 10 seconds). Their address, email, and GSTIN auto-fill.

Add items to cart

Select products, enter quantities. Price, tax, and subtotal appear instantly. Check stock before confirming.

Apply discount if needed

Add 10% discount. Grand total recalculates automatically. No manual math, no mistakes.

Click "Generate Invoice"

One click. Professional invoice created in Google Docs with your branding. Send to customer. Mark paid when done.

Your Data Never Leaves Your Google Drive

DocMaster runs entirely inside YOUR Google workspace. We never see, store, or touch your invoices, customers, or orders.

🔒

Zero External Storage

Codeinate.com never stores your invoices, customer names, or order data. Everything stays in your Google Sheets and Docs.

☁️

Runs in Google Cloud

DocMaster runs as a Google Sheets add-on using Google Apps Script. All processing happens inside Google's infrastructure under YOUR account.

👤

You Own Everything

Your Sheets, your Docs, your Drive folder. You can export, backup, or delete everything anytime. DocMaster just automates the clicks.

🚫

No Vendor Lock-In

Stop using DocMaster? Your data is already in Google Sheets format. No export, no migration, no data loss. Just standard spreadsheets.

100% Google Ecosystem

DocMaster reads from your Sheets, writes to your Docs, and saves to your Drive. Your business data stays exactly where it is—safe, private, and under your control forever.

Turn Google Sheets Into Your Business Database

Stop treating Sheets like scattered notes. DocMaster structures them like a real database with connected tables and automatic relationships.

Robotic automation working with Google Sheets and Docs

Automated database operations — DocMaster connects your tables and handles calculations behind the scenes

📦 Items Table

Product Name • Price • Stock • Tax RateYour inventory catalog

👤 Customers Table

Name • Email • Phone • Address • GSTINSave once, use forever

📋 Orders Table

Order ID • Customer • Date • Status • TotalTrack every sale

🛒 Order Items Table

Item • Quantity • Price • Tax • SubtotalWhat's in each order

What You Get

Connected Tables

Items link to Order Items. Orders link to Customers. Change a product price once, it updates everywhere automatically.

No Duplicate Data

Customer details entered once, selected from dropdown in every order. Update address once, every future invoice shows the new address.

Automatic Calculations

Subtotals, taxes, discounts, and final totals calculated instantly. Change quantity? Total updates. Change tax rate? Total updates.

Real-Time Inventory

See stock levels live. Know what's available before creating orders. Track what's selling and what's sitting.

Spreadsheet Outside. Database Inside.

Your team sees familiar Google Sheets. Behind the scenes, DocMaster treats them like a structured database with relationships, validation, and automatic updates.

A Mini CRM Built Right Into Your Sheets

Inventory management, customer tracking, and instant invoice generation—all in one place, no separate software needed.

Inventory Management

Track every product with name, price, stock, and tax rate
See what's in stock before creating orders
Update prices once, apply everywhere automatically
Filter and search products instantly

Customer Database

Save customer details once—name, email, phone, address, GSTIN
Select from dropdown in every new order
Update address? All future invoices show the new one
Never ask customers for the same info twice

Instant Invoicing

Generate professional invoices in one click from orders
Tax, discounts, and totals calculated automatically
Track payment status: Draft → Sent → Paid
Bulk generate 100 invoices while you grab coffee

Everything Small Businesses Need. Nothing They Don't.

No CRM subscription. No accounting software. No separate invoice tool. Just Google Sheets doing more than you thought possible.

Quick tour

A short, guided path to your first invoice—built for clarity, not complexity.

Initialize your Sheets database

Create the Items, Customers, Orders, and Order Items tabs in one click.

Design the Google Docs template

Add your branding and insert markers to place customer and invoice fields.

Select the template in the sidebar

Choose the template you just edited so DocMaster can use it for processing.

Generate or preview invoices

Create orders, preview output, then run bulk generation with confidence.

Open the full documentation

Follow the step-by-step guide for setup, markers, and automation tips.

View DocMaster documentation

Start with the guided documentation

Follow the setup, marker, and automation walkthrough to build your first invoice flow.

Open documentation