In this video you'll learn how to access the free Invoice template
in Google Sheets so that you can start billing clients right now.
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Hey Guys, I'm James and
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Today I'm going to show you how to create an Invoice
in Google Sheets for free. This is really handy if you are
self employed or you run a small business and you
don't have any Accounting software
like QuickBooks or Xero to help you create invoices
and track them easily. Google has got your back
with this simple and convenient invoice template that you
can access right now, from wherever you are.
And…
I've created my own Invoice template that you
can use for free as well. I'll drop the link to it
down in the description. There are a few reasons why
you might want to use this one over the
Google Sheets Invoice Template, but I'll dive into those
later in this video. For now...
Let's begin.
I’m going to show you
how to access the free Invoice template in Google Sheets.
To do this, you are going to need two things.
An Internet connection and a Gmail account.
Since you're watching this video on YouTube you probably have both already.
But if not… Pause this video now
and head over to gmail.com to sign up. It should only take
you a couple of minutes. Right so now that we're
all on the same page, I’m going to show you
how to get your hands on that Free Invoice template in Google Sheets.
We do that by clicking on the Google Apps icon
which you can find in the top right corner of your
Gmail or Google search page. It looks like a 3 by 3 grid.
From here you can access your Google Drive.
Which is a free cloud storage service that Google gives
out to all of it's users. Super useful and I recommend
using it to back up all of your important files and photos
if you aren't already. I think we all get about
15 GB of storage for free which is not bad at all.
From here you click on the "New" button in the top left
and hover over the arrow next to "Google Sheets"
to create a new Sheet from a Template. When you click on this,
it brings up the Template Gallery which you can scroll through until
you reach the section titled "Work”. And Volia!
The first option is the Invoice Template.
Click to open. And here we are.
The Google Sheets Invoice Template. You can customise this how
ever your like because we've got all of the important invoice fields.
Like your details, the customer details,
the Invoice Number, Date,
Description, Quantity and Amount.
The only thing that's really missing here is the Sales Tax,
but we can add that in manually. If this all looks a bit alien
to you then don’t worry… I’ve made a video explaining
how invoices work already that you can find up here in the corner.
This template is great. But I do have an issue with it...
Since your clients will open and read your invoices,
they are actually a reflection of your brand.
So my problem with this template is that the Google branding is
very distinctive so your client may be able to tell right away
that you've pulled it from Google. That might make your business
come across a bit amateur which is definitely not
the impression that we want to give. For this reason,
I encourage you to have a play around with the appearance of this Invoice
to reflect the theme of your business. Alternatively... to help you out
I have created my own cleaner, more minimal version of the
Google Sheets Invoice template. And you can have it for free.
I've put a link to it down in the description. This template includes the tax field
which was missing in the standard Google Version.
And... To make things easier for you...
I've included a checklist in the first tab to make sure that you have
got all of the bases covered before you send the invoice out.
Just change the font, update the Logo
and you've got a professional looking invoice that aligns with your brand.
I encourage you to give this one a try and see what you think.
The beauty of Invoicing with Google Sheets
is that the invoices are stored in the cloud so you can access them
from any machine by logging into you're account.
You can also share the Invoice with other people that you work with
and allow them to make changes if necessary. Or not if you want to keep it private.
It's your choice. I recommend making an Invoice folder
so that you can keep them all together and using a basic file naming structure
like Invoice Number, Customer and Amount
to keep everything organised. When you're ready to bill the customer,
simply export as a pdf, attach it to an email and send.
Or you can print it out and post it if you're old school.
This way of doing things is really useful if you're business is just getting started.
But at some point it's worth making the leap to using some kind of
Cloud Accounting Software like Quickbooks Online.
QuickBooks offers you professional templates, tracking,
payment reminders and a whole bunch of other useful features
that will save you time and help you organise your finances.
If you sign up using my link in the description then you'll
get 50% off for the first three months.
Thanks for watching,
if you found this video useful, give it a like,
share it, comment,
subscribe if you haven’t already! As always if you’ve got any questions,
let me know down in the comments. There are new videos coming out
every week here on Accounting Stuff. See you next time!
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