To get paid as a small business owner, you must send professional invoices for services rendered. A great way to do this is to use a simple, fully customizable invoice template to bill clients for their services.
Google Docs allows you to create cloud-based custom invoices for free by either a fully customizable professional template or by creating the invoice design from scratch. With Google Docs templates, many of which can be found with a quick Google search, you can create invoices and purchase orders that include all the necessary details for a small business, then send them to clients and store your invoices in the cloud with them they are accessible from anywhere.
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You can learn how to use Google Docs invoice templates in the following topics:
How to create an invoice in Google Docs
How to create free invoices
How to create an invoice in Google Docs
Create professional invoices in Google Docs by following this simple step-by-step -Follow step-by-step instructions:
1. Sign in to your Google account
To use free invoice templates in Google Docs, you must first sign in to your account. Navigate to Google Docs in your browser and sign in with your Google credentials (if you have a Gmail account, the same user credentials will work for Google Docs).
If you don’t have an account , You can sign up for a new one on the same page.
2. Choose your Google Docs template
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Google itself offers an invoice template in the Google Sheets template gallery, but it doesn’t offer pre-made invoice templates for Google Docs.
However, you can use a free Google Download Docs invoice template from FreshBooks. Browse the invoice types to find a template that suits your business, whether you need a consulting invoice template, contractor invoice template, freelance design invoice template, or another option. (The invoice templates are also available in other formats including PDF, Word, Excel and Google Sheets.)
Alternatively, you can create your own invoice template from scratch or find equivalent templates using one quick online search match well with your business.
3. Save the template to your Google Drive account
Once you find a great invoice template, save it to your Google Drive so you can use it as a blank invoice template.
When Go to the Google Docs home page and the invoice template you downloaded should appear under Recent Documents. It will also appear in your Google Drive in the Recommended section.
Saving a template with a Google Workspace account
On the Google Docs home page, there is a section under the top Called template gallery, with different types of blank templates. If you have a paid Google Workspace account, you can add the downloaded template to your template gallery so it’s always visible there. Just click “Template Gallery” and then click “Send Template”.
Save a template with a free Google account
If you don’t have a paid account, don’t make one Care for. A workaround makes your new invoice template easily accessible for you and your team.
Mark the document as a template by opening the document and clicking the title box in the upper-left corner of the window.
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Then, if you need to create a new invoice, simply right-click the document in Google Drive and then click “FileCreate a new invoice
If you have a Google Workspace account, to create a new invoice, go to the template gallery and click on the template.
With a free Google account at a time If To create an invoice in Google Docs, open your blank invoice template, then click File and then select Make a copy from the menu. Since you already signed into your Google Drive account in step 1, your document should automatically open as a new tab in your browser. By using a copy of the blank invoice template as a starting point each time, you don’t risk accidentally overwriting an existing customer invoice.
6. Edit the invoice
If you create a new invoice from your blank invoice template, change the default fields included in the document to reflect the details of the project. Make sure to include the following information with each invoice you create:
- A unique invoice number
- The invoice date
- Your business contact details
- Your customer’s contact information, including the name of your billing contact
- A detailed list of your sold services or products with a brief description of each, the quantity or number of hours worked, plus hourly rates or rate per Unit
- A subtotal for each individual service
- The total amount due, including sales tax, other taxes and other fees (if applicable)
- The payment due date
- Your terms of payment
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7. Choose an invoice naming convention
Choose a default invoice naming convention to keep your documents neatly stored in your Google Drive folder. A common naming technique is to file them by a combination of invoice number, date, and customer name. For example, if you submit invoice 104 from February 2023, you could name the document “Invoice104_0223_customername”.
8. Share the invoice with your customer
If you are satisfied with the finished invoice, you can share the document with your customer directly via Google Docs.
Click on the blue button ” Split”. in the upper right corner of the document. Make sure your customer is set as “Viewer” in your sharing settings so they can’t change the billing details. Enter your customer’s email address, write a short, polite note, then click send.
Alternatively, you can download the invoice from Google Docs and send it by post or to attach an email. Click Filepng” alt=”Google Docs invoice template alternative” />
For example, if you start sending out multiple invoices per month, you may find that creating an invoice from scratch takes too much time in Takes time – time that could be better invested in more lucrative parts of your business Also, customizing your invoice with your company logo and branding using Google Docs or Google Sheets can be difficult, so your invoices may not look as professional as You want it.
This is where dedicated invoicing software like FreshBooks comes in. It has a full suite of invoicing features to make creating and sending invoices (and getting paid) quick and easy. You can take advantage of automatic payment reminders, late fees and recurring bills accept different payment methods and currencies. And when your billing information is automatically fed into your accounting software, managing your business finances becomes easier than ever.
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