Google Docs is a popular browser-based word processor where you can create, edit, and share documents online and easily access them from any device with an internet connection.
Thus, it has become the reference tool for students and freelancers in the area of small business and education. That said, Google Docs isn’t just about creating Word documents. With Google Docs templates, you can create a variety of document types, including invoices.
In this article, we share a step-by-step process on how to create an invoice template on Google Docs.
To use Google Docs, you need to sign in to your Gmail account.
So, if you don’t have a Gmail account yet, make sure to create a Google account first. But, if you already have a Gmail account, you can access Google Docs by simply logging in with your Gmail account.
Once logged in, you will be taken to the Google Docs homepage. From there, there are several ways to create a invoice template for google docs.
. At the top of this page, you’ll find a template gallery with templates for different types of documents. You can just click on a specific template you want.
If you can’t find the right template for your invoice, you can simply choose to use a blank document. Then, in the main menu, click on add-ons and choose “Get add-ons”. You will need to install an invoice generator add-on which will give you a better selection of invoices.
- Use A 3rd party bill generator
If you can’t find the right invoice generation add-on, you can use 3rd party generators. These tools allow you to create and design an invoice that you can download and open directly with Google Docs.
Once you have found the right billing model, you need to save it to your player. Be sure to rename the document to make it easier to remember when preparing an online invoice.
To rename the document, you can simply click on the title box and enter your preferred document name.
- Prepare a new invoice
Once you’re ready to start creating a new invoice, simply open the saved invoice template. Then, in the main menu, click on “File”, then on “Create a new copy”. This will create a new copy of the saved online template so you don’t have to modify the existing invoice template.
Once you’ve made a copy of your invoice template, it’s time to start editing the document. What you add and change will depend on your preferences. In general, here are some of the following information that you should add and modify:
- Your company name, address, logo and contact details
- The name and contact details of your client
- The billing date
- Unique invoice number
- An easy-to-read detailed list of your services. You can also add a short description of each, as well as the number of hours worked or the quantity of products and the pay rate
- Include a subtotal for each product or service
- The total amount due plus any applicable taxes
- Due payment
- Payment terms, payment methods and details of a late fee policy
- Choose a naming convention
If you plan to invoice your customer regularly, it is important to choose a standard invoice naming convention. This allows you to neatly classify your documents in your Google Drive case.
A word of advice: To organize your invoices, you can use the naming technique of combining the customer’s name, date and invoice number.
For example, if you create a 5and Ms. A. Perez’s February 2022 invoice, you can name the document “APerez_0222_Invoice05”.
- Share it with your client
Once you are happy with the invoice, you can easily share the document with your client directly through Google Docs. Just click the blue “Share” button in the upper right corner. Enter your customer’s email address and write a brief polite note, then hit send.
You can also download the document and attach it to an email. Just go to File, click Download As and choose the desired format. The PDF format is the best option because it does not allow you to modify your invoice.
And There you go!
Small business owners and freelancers need easy and simple to use invoicing solutions to create and send invoices to their customers. And Google Docs makes that possible, letting you customize from varieties of new templates accessible anytime.