How to make an invoice in Google Sheets
Make an invoice from an order in your Google Sheet with DocMaster and save it as a PDF in Google Drive.
The Problem with Manual Invoicing
- ✗Retyping the same invoice again and again
- ✗Totals, taxes and numbers that change from invoice to invoice
- ✗A stock count that no longer matches the shelf
- ✗Not knowing who has paid or what is due
The DocMaster Solution
- ✓Enter an order once and DocMaster makes the invoice and saves the PDF to your Google Drive
- ✓Invoice numbers, taxes, discounts and totals are worked out the same way every time
- ✓Stock goes down when an order is made and comes back on cancel or refund, with a stock history
- ✓Every order shows its status, and you see what is due today, tomorrow and next week
Step-by-Step: Create Your First Invoice
Open DocMaster
Open your Google Sheet and open DocMaster from the Extensions menu.
Create a new order
Pick the products your customer bought and set the quantities. Choose the customer; returning customers fill in by themselves.
Make the order and invoice
Check the total, then make the order and invoice. The number, taxes and totals are filled in.
Send or download it
The invoice is a PDF in your Google Drive. Look at it, download it, or email it to your customer.
What You Get with DocMaster
Many invoices at once
Choose the orders and make their invoices in one run
Inventory tracking
Stock goes down on sale and comes back on cancel or refund
Customer list
Contact details and past orders in your sheet
Your own invoice
Design it in Google Docs and tap in the details
Your data stays yours
Orders in your sheet, invoices in your Drive
Emails and reminders
Ready emails from your Gmail and Google Calendar reminders
Common Questions About Google Sheets Invoicing
How do I create an invoice in Google Sheets™?
Open your Google Sheet™, open DocMaster from the Extensions menu, create a new order, pick the products and the customer, and make the order and invoice. The invoice is made in seconds with the number, taxes and totals filled in.
How do I make a PDF invoice from a Google Sheet™?
DocMaster saves every invoice as a PDF in your Google Drive™, in a folder named DocMaster or the folder you choose.
How do I use my own invoice template in Google Docs™?
Choose your own Google Docs™ invoice in Invoice look, then type a marker such as {{customer.name}} or {{order.grandTotal}} where each detail should go. DocMaster fills them in for every order, and the items repeat as rows of a table. Or pick a ready look: Classic, Modern, Simple or Compact.
How do I send invoices in bulk from Google Sheets™?
Choose the orders you want and make their invoices in one run. You can watch the progress, close the panel and come back.
How do I manage inventory and stock in Google Sheets™?
Add your products with their stock. Stock goes down with each order and comes back when you cancel or refund. The stock history lists every change.
Ready to automate your invoicing?
Follow our guided documentation to set up DocMaster in your Google Sheet. You'll be generating invoices in minutes.