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 go-to tool for students and freelancers in the small business and education space. That said, Google Docs isn’t limited to creating word documents. With Google Docs templates, you can create a variety of document types, including invoices. You always want to make sure you are using the very best Google Docs Invoice Template Maker.
In this article, we share a step-by-step process on how to create an invoice template on Google Docs.
- Logging In
To use Google Docs, you’ll need to log 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.
- Choose A Template
Once you’ve successfully logged in, you’ll be directed to the Google Docs homepage. From here, there are several ways to create an invoice template for Google Docs. If you’re looking to get started quickly, an invoice template Google Docs offers is a practical choice. These templates are designed to be flexible, enabling you to customize fields such as client details, billing information, and payment terms without needing advanced design skills.
- Go To Template Gallery
. At the top of this page, you’ll find a template gallery that contains templates for different document types. You can simply click on a specific template you want.
- Use An Add-On
If you can’t find the right template for your invoice, you can simply choose to use a blank document. Then, from the main menu, click the Add-Ons and choose “Get Add-Ons.” You’ll need to install an invoice generator add-on that will give you a better selection of invoices.
- Utilize A 3rd Party Invoice Generator
If you can’t find the right invoice generator 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.
- Saving The Template
Once you find the right invoicing template, you need to save it in your drive. Make sure to rename the document to make it easier to remember when preparing an online invoice.
To rename the document, you can simply click the Title Box and type your preferred document name.
- Preparing A Fresh Invoice
Once you’re ready to start creating a new invoice, simply open the saved invoice template. Then, from the main menu, click “File,” then “Make a new copy.” This will create a new copy of the saved online template so you don’t have to change the existing invoice template.
- Customizing Your Invoice
Once you’ve made a copy of your invoice template, it’s time to start modifying the document. What you add and modify will depend on your preferences. In general, here are some of the following information you need to add and change:
- Your business name, address, logo, and contact details
- Your client’s name and contact details
- The invoice date
- Unique invoice number
- An easy-to-read itemized list of your services. You can also add a brief description of each one, as well as the number of hours worked or quantity of products and the pay rate
- Include a subtotal for each product or service
- The total amount due as well as any applicable tax
- Payment due
- The payment terms, payment methods, and the details for a late fee policy
- Choose A Naming Convention
If you’ll be invoicing your client regularly, it’s important to choose a standard invoice naming convention. This allows your documents to be neatly filed in your Google Drive folder.
A quick tip: To organize your invoices, you can use the naming technique of combining the client name, invoice date, and number.
For instance, if you’re creating a 5th invoice for Ms. A. Perez from February 2022, you can name the document “APerez_0222_Invoice05.”
- Share It With Your Client
Once you’re happy with the invoice, you can easily share the document with your client directly via Google Docs. Simply click the blue “Share” button in the upper right corner. Enter the email address of your client and write a brief, polite note then hit Send.
You can also download the document and attach it to an email. Simply go to File, click Download As and choose the format you want. PDF is the best option since it won’t allow edits to your invoice.
Take Away
And there you have it!
Small business owners and freelancers need easy and simple to use invoicing solutions to create and send invoices to their clients. And Google Docs make that possible, allowing you to customize from varieties of fresh templates that can be accessed anytime.