https://github.com/samuelgursky/invoicing

Generate Invoices via Google Sheets & Google AppScript.
https://github.com/samuelgursky/invoicing

google-apps-script invoice invoice-generator invoice-pdf

Last synced: 2 months ago
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Generate Invoices via Google Sheets & Google AppScript.

• Host: GitHub
• URL: https://github.com/samuelgursky/invoicing
• Owner: samuelgursky
• Created: 2024-03-29T12:28:20.000Z (about 1 year ago)
• Default Branch: main
• Last Pushed: 2024-07-24T05:51:49.000Z (11 months ago)
• Last Synced: 2025-03-17T10:42:53.645Z (3 months ago)
• Topics: google-apps-script, invoice, invoice-generator, invoice-pdf
• Language: JavaScript
• Homepage:
• Size: 14.9 MB
• Stars: 24
• Watchers: 2
• Forks: 6
• Open Issues: 3
• Metadata Files:
  • Readme: README.md

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README

        
## Example Invoice

Below is an example of an invoice generated by the script:

![Example Invoice](Images/Screenshot%202024-04-01%20at%207.43.13%20AM.png)

## Getting Started

Follow the step-by-step tutorial below to learn how to set up and use the script to generate your own invoices from Google Sheets.

### Tutorial Steps

#### Step 1: Create a new document within Google Sheets. 

![Step 1](Images/Screenshot%202024-04-01%20at%207.39.20%20AM.png)

#### Step 2: In the top bar, click "File" > "Import". 

![Step 2](Images/Screenshot%202024-04-01%20at%207.39.25%20AM.png)

#### Step 3: Select "Upload" and then "Browse" to select your files. 

![Step 3](Images/Screenshot%202024-04-01%20at%207.39.30%20AM.png)

#### Step 4: Import the "Invoicing_Tool.xlsx" template downloaded from this Repository. 

![Step 4](Images/Screenshot%202024-04-01%20at%207.39.33%20AM.png)

#### Step 5: I would personally "Replace Current Spreadsheet" but ultimately this is up to you. 

![Step 5](Images/Screenshot%202024-04-01%20at%207.39.41%20AM.png)

#### Step 6: Here's your template! 

![Step 6](Images/Screenshot%202024-04-01%20at%207.39.47%20AM.png)

#### Step 7: Select from the top bar "Extensions" > "Apps Script" 

![Step 7](Images/Screenshot%202024-04-01%20at%207.39.50%20AM.png)

#### Step 8: Here's your Apps Script interface. 

![Step 8](Images/Screenshot%202024-04-01%20at%207.54.07%20AM.png)

#### Step 9: Navigate to "invoice.gs" within this Repository. 

![Step 9](Images/Screenshot%202024-04-01%20at%207.40.15%20AM.png)

#### Step 10: Copy contents of "invoice.gs" 

![Step 10](Images/Screenshot%202024-04-01%20at%207.40.22%20AM.png)

#### Step 11: Paste within your Apps Script and Save. 

![Step 11](Images/Screenshot%202024-04-01%20at%207.41.07%20AM.png)

#### Step 12: Customize your information here. 

![Step 12](Images/Screenshot%202024-04-01%20at%208.25.46%20AM.png)

#### Step 13: Click "Run" to initialize your Apps Script. 

![Step 13](Images/Screenshot%202024-04-01%20at%207.41.14%20AM.png)

#### Step 14: Authorization is required to allow your services within Google to access each other. 

![Step 14](Images/Screenshot%202024-04-01%20at%207.41.18%20AM.png)

#### Step 15: Review and click "Allow" to continue once you've thoroughly reviewed and understand. 

![Step 15](Images/Screenshot%202024-04-01%20at%207.41.51%20AM.png)

#### Step 16: Navigate back to your sheet and refresh. You should now have the "Custom" menu at the right end of the top bar. 

![Step 16](Images/Screenshot%202024-04-01%20at%207.42.16%20AM.png)

#### Step 17: Select a row as your source and then select "Custom" > "Generate Invoice" 

![Step 17](Images/Screenshot%202024-04-01%20at%207.42.21%20AM.png)

#### Step 18: The process will run. 

![Step 18](Images/Screenshot%202024-04-01%20at%207.42.23%20AM.png)

#### Step 19: Files Done! Click on that link to access your file. 

![Step 19](Images/Screenshot%202024-04-01%20at%207.42.32%20AM.png)

#### Step 20: Here's what it'll look like! You'll customize to add your information of course. 

![Step 20](Images/Screenshot%202024-04-01%20at%207.43.13%20AM.png)

#### Step 21: These files will automatically version based on the "Job ID" and save to an "Invoices" folder on the Google Drive account authorized.  

![Step 21](Images/Screenshot%202024-04-01%20at%207.44.06%20AM.png)