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Step 1
Select your Sheet
To select your Google Sheet, first log in via your Google account and then authorise Portant to view your Sheets. You can get started by copying this template:
Copy template*Only works on desktops
The #1 App for document automation
Google Sheets invoice template
Automate invoices from your spreadsheet: connect a Google Sheet to a Google Docs invoice template, map column tags, and automatically email polished PDFs without copy and paste.
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Google Sheets invoice template
You can create invoices automatically from Google Sheets in a few easy steps. It is simple to use Portant as a free Google Sheets invoice template which contains all kinds of different elements including your logo, unique invoice numbers, payment terms and contact information. After you have opened Portant Workflow, select your Google Sheet, then connect a Google Docs invoice template, customise your blank invoice template with column tags, attach it to an email and finally click ‘Start automation’, and voila!, you have automated your invoicing from Google Sheets!
We know how painful and monotonous it can be to copy and paste invoice data into invoice templates, double check all the information is correct, save it as a pdf and then send the invoice to your customers. That is why we have come to the rescue.
With Portant you can connect a Google Sheet to an invoice template, click a few buttons and invoices will be magically generated and sent whenever you need to. You can also customise the email and who it is sent from (e.g. accounts@portant.co). It is easy to place your invoicing on autopilot.
How to automate an invoice in Google Sheets
01
Open Sheet
Select the Sheet you want to create invoices from.
02
Connect Template
Connect a Google Doc invoice template
03
Customize
Click ‘insert’ to place tags in your invoice template
04
Create
Then generate invoices from your Google Sheet
How to automate your invoices with Google Sheets
A closer look at each step
Step 2
Select your invoice template
When you connect your Google Sheet, you can replace our invoice template with your own if you have one prepared already or edit our one. Also, you can connect multiple documents (e.g. if you need to send a contract with an invoice 😀)
Step 3
Customise the invoice
Open the document block and add tags into your invoice template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour etc). You can use data grouping to insert multiple rows from your Google Sheet into the same invoice (e.g. if your line items are split on separate rows in your Google Sheet).
Step 4
Customise the email
Open the email block and customise how you would like to share your invoice. You can also edit the email invoices are sent from (e.g. accounts@portant.co). Then click ‘Start automation’ and test your workflow. Your invoices will be stored in a folder made in your Google Drive, which can be edited in the ‘Outputs’ tab. Snap, you have done it!
Easy as that 🙌
Eliminate unnecessary manual work
Automatically creating invoices from Google Sheets removes manual data entry from your life, saving you the time and effort of copy and pasting or retyping. Automatically creating invoices enables you to get back to the more important stuff.
Make your documents more accurate
Typos should be a thing of the past. With our free Google Sheets invoice template, all data is sourced from the original Spreadsheet. Plus, your invoices will be saved with a consistent naming structure in your Google Drive.
Built into Google Workspace
Create invoices from templates with the tools you already use: Google Docs, Sheets, Slides and Forms. Automating invoices from this template workflow will help you hit all your goals.
Frequently asked questions
Yes. Google Sheets has a basic built-in invoice template you can copy. For professional results, we recommend storing invoice data in Sheets and generating PDFs from a Google Docs invoice template using Portant. You can automate the entire workflow for free.
Yes. Google Sheets includes a free invoice template in its template gallery. A better approach is to store your invoice data in Sheets and automatically generate invoices from a Google Docs template using Portant. You can auto-create invoices, save them to Google Drive, and email them to clients without manual work.
Copy the Portant invoice template, select your Google Sheet of data, and verify the column tags. Turn on Auto-create and each new row automatically generates an invoice, saves it to Google Drive, and emails it to your client.
No. Google does not offer dedicated invoice software. Portant fills the gap, working inside Google Workspace to automatically generate invoices from spreadsheet data, save them to Google Drive, and email them to clients. You can copy the free invoice template and start automating in minutes.
Yes. With Portant, a Google Form response can automatically generate an invoice and email it to the recipient. We recommend Forms only for simple, single-item invoices. For multi-line-item invoicing, Google Sheets is a better source. Get started with our Forms to PDF template.
Portant's free invoice template is our pick. It goes beyond a static document: connect it to a Google Sheet and each new row automatically generates a polished invoice, saves it to your Drive, and emails it to your client.
More than automating your invoicing
You can do a lot more than just automate your invoicing with Portant. Portant is a fully fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.
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