How to Make an Invoice in Google Docs: Invoicing Solutions for Small Businesses
Small businesses need easy invoicing solutions to bill clients for their services. Businesses can make custom invoices for free using Google Docs, either by downloading a professional template or by creating the invoice design from scratch. With Google Docs, you can create invoices that meet your needs and then save them to the cloud, so you can access the invoices from anywhere.
Learn how to make an invoice in Google Docs by exploring these topics:
How to Create an Invoice in Google Docs
Businesses can start creating invoices in Google Docs by following this simple step-by-step guide:
1. Log in to Your Google Account
To begin making invoices in Google Docs, you’ll first need to log in to your account. Navigate to Google Docs in your browser and sign in using your Google credentials (if you have a Gmail account, for example, the same user login details will work for Google Docs). Or if you don’t have an account, you can sign up for a new one on the same page.
2. Open the Template Gallery
When you log in, you’ll be taken to your Google Docs account homepage. There’s a section at the top of the page called the Template Gallery that includes generic templates for various types of documents. Use the search bar above to narrow down the templates. Type in “invoice” and hit enter to search.
3. Choose Your Invoice Template
Browse through the different invoice templates to find one that includes the invoicing details you need and has a design that suits your company branding. Click on a template to view it as a full document. Click the Back button to return to the list of invoice templates.
4. Save the Template
Once you’ve found an invoice template that you’re happy with, save it to your Drive to use it as your blank invoicing template. Name the document by clicking on the Title box in the upper left-hand corner of the document. By hitting enter, you’ll rename the document and save it to your Drive.
5. Create a New Invoice
Every time you’d like to make a new invoice in Google Docs, open your blank invoice template then click File and then select Make a Copy from the menu. By using a copy of the blank invoice template as your starting point each time, you won’t risk accidentally saving over an existing client invoice.
6. Edit the Invoice
When you’ve made a copy of the blank invoice template, modify the standard fields included in the document to reflect the details of the project. Be sure to add the following information to every invoice you create:
- Your logo, if you have one
- Your business contact details
- Your client’s contact details, including the name of your billing contact
- A unique invoice number
- The invoice date
- An itemized list of your services with a brief description of each one, the quantity or number of hours worked and the pay rate
- A subtotal for each individual service
- The total amount due, including applicable tax
- The payment due date
- Your payment terms, including the payment methods you accept and the details of your late fee policy
7. Select an Invoice Naming Convention
Choose a standard invoice naming convention so your documents are neatly filed in your Google Drive folder. A common naming technique is to file them by a combination of the invoice number, date and client name. For example, if you’re filing invoice 104 from October 2018, you could name the document “Invoice104_1018_Client Name.”
8. Share the Invoice with Your Client
When you’re happy with the completed invoice, you can share the document with your client directly through Google Docs. Hit the blue “Share” button in the upper right-hand corner of the Doc. Enter your client’s email address, write a short, polite note and then hit send.
Or, you can download the Doc and send it by mail or attach it to an email. Click File > Download As and select the format you’d like. PDF is a good choice, because no one else will be able to edit the invoice. The invoice will then be saved in the Downloads folder of your computer. File it where you save your invoices and then send it to your client.
How to Make Free Invoices
There are many invoice template solutions available online to help you make your own invoices. FreshBooks offers a variety of free invoice templates built for specific industries and businesses. You can download the templates for free in Word, Excel and PDF formats and customize them to fit your invoicing needs.