Streamline your Invoicing process with Google Sheets in minutes (Step by step)

[@adiebnd7740]

Just thought of this kind of idea to help my wife business 2 days ago, and today do some googling and found you. Just want to express my gratitude to your effort and kindness helping out small business like us. Tq so much. May God bless you. ❤❤❤

[@portant]

You are very welcome! I'm so glad that this is helpful for you and your wife. Please let me know if we can help with anything else. Cheers, James 🙌

[@jasonpalmere695]

Funny I went to Dunmore High School, and My friend Doug owns the Dunder Mifflin building which is Penn Paper. I will test this out and probably send the invoice to my email, then review invoice and foward the invoice to the reccipient. Good job, I will smash the thumbs up button.

[@portant]

Haha! That's amazing! If you want to review the invoice before it sends, we have a review block which can hold them before sending. Here is a video with more detail: kzbin.info/www/bejne/p17EcoeEqrt8i7c Please give me a shout if you have any questions.

[@udemycourses725]

This is a wonderful tool. Thank you for creating it :).

[@portant]

You are so welcome :)

[@husseinetiqa]

use myself and this is a great features. I have been looking for this and now i found it.

[@zhincic]

That's great! But, how would I set up a price tag for my services and where would the Google Sheets get the information from users from?

[@portant]

There are lots of options. You could set up the product prices in a separate tab in the sheet and then use a =vlookup() to reference them. Feel free to book in a time with us to discuss: calendly.com/portant/customersuccess Cheers, James

[@RickMalteseERP]

I would like to know if there is a way to automate automatic yearly or monthly invoicing?

[@portant]

There will be soon. Please send an email to [e-mail] and I will let you know when the feature has been released. 🙌

[@RickMalteseERP]

Thanks I will.

[@Suzy_varazslolany]

I would like to ask you about my idea, if Portant could help me with that, I definitely would like to sign up. So I'd like to make Google Form payable with adds-on. Then when people pay for my things that will be add to the Google spreadsheet.. so for this I'd like to send the invoices and the links to the downloads. So what do you think, can I make it this way? Thank you

[@portant]

Hi there, Yes, this is possible using our Auto-create feature. Auto-create enables workflows to be started any time a new row is entered in a spreadsheet or any time a form response is submitted. Please let me know if you have any other questions. Cheers, James

[@Suzy_varazslolany]

@@portant thank you

[@portant]

@@Suzy_varazslolany You're welcome! 🙌

[@AlemAbebe]

While generating invoices to send via Gmail, do the recipients also have to have a Gmail account for them to receive the invoice?

[@portant]

Hello! No, they don't need to have a gmail account. Invoices can be sent to anyone with a valid email address. Please let me know if I can help with anything else. Cheers, James

[@AlemAbebe]

@@portant Is it possible to send the same Invoice to a WhatsApp Number?

[@portant]

@@AlemAbebe Not yet, but send me an email to [e-mail] and I will let you know when this feature is ready.

[@djpecot]

How would you recommend performing that aggregation on "Tax" and "Total" columns? I'm trying to setup a QUERY in my sheet to do this but not having much luck..

[@portant]

Hey Doug, I would use a sum if and base it on the invoice number (or similar) e.g. =SUMIF(A1:A10,*Invoice number cell*,B1:B10) Then you need to place this tag outside the table. Maybe use column formatting to align it (Format > Columns) Cheers, James

[@portant]

support.google.com/docs/answer/3093583?hl=en-GB

[@djpecot]

@@portant Beautiful, thanks James!

[@Suzy_varazslolany]

Thanks for this video. It looks like this is im looking for

[@portant]

Awesome! Please give me a shout if you need any assistance. Cheers, James

[@chelseaow9241]

I can’t see any my table or text just picture of my logo , help!

[@portant]

no problem please reach out to [e-mail] and we'll help you :)

[@hannahpalmer6514]

Love it! Such a useful tool 😍

[@portant]

Thanks Hannah! 🙌

[@noktuz]

I like it very usefull. Does it have a way to create totals without having to create an extra column?

[@portant]

Yes, for sure. Here is a guide on how to add formula to your documents: www.portant.co/guide-article/how-to-use-tag-formulas

[@KockShongChang-cb9nh]

Great video!

[@portant]

Thanks! Glad you like it 😀

[@AlemAbebe]

Is it possible to send an Invoice from your platform to a WhatsApp Number?

[@zoombae]

Why does mine say "processing 0 items"?

[@portant]

It could be that you are using a docx (Microsoft Word) document instead of a Google Doc. Please try converting the document to a Google Doc and trying again. If this doesn't work, please send me an email ([e-mail]) and I'll get it sorted for you. Cheers, James

[@apexteam7021]

The groping part doest seem to make sence. I duplicated what was done on this video and it still made a bunch of individual invoices when I want 1 invoice only.

[@portant]

Hey Apex, you need to make sure you have a grouping field that is the same on all rows of your spreadsheet you need to combine into one invoice. Hit me up on [e-mail] and I’ll help set it up 🙌

[@apexteam7021]

@@portant Hi James, yup figured it out. We were chatting through the chat in Portant. I am so impressed with the customer service and the software alone! Thank you so much!!!!

[@portant]

@@apexteam7021 No problem at all. I'm glad you got it fixed mate!

[@lavoz5000]

I have 7 spreadsheets that have to be automated, can you guys do it for me and I pay you guys?

[@portant]

Hi Hector, please email [e-mail] and I'll help you out. Cheers, James

[@Joronobon]

Sensational

[@portant]

Thanks Jonny!

[@test2rf648]

Is it free please?

[@portant]

Yes, it’s free for up to 100 documents per month.

[@paulperole]

@@portant dope choice, thanks for letting the little guy use this for free!

[@gobind1699]

i will not do anything manually now. i will automate !

[@portant]

This is the way!

[@MatthewElliott-ws3nn]

So for $50/month I can get Google to do what it should already be built for? Pffft. I guess I'll have to stick to Quickbooks for now.

[@portant]

We don't control the Google Sheets product, but we do give it super powers. If cost is an issue, you might want to try our Add-on: gsuite.google.com/marketplace/app/portant_data_sourcer/1016888648275

[@Star1320Light]

This video is unsavable. :( My ADD brain will never see it again. This is often because it is presaved in the presenting to your video production on KZbin settings you choose for your video is set to: Made for Children. I've often wondered if it's because it;s saved as Educational. I cannot save most of the good homeschool videos for my children and KZbin hasn't listened to me about the problem...but (siderant:) continues to push this BS unhealthy Crap to the kids instead. Back to point: Your videos are good; fix the setting so we can remember. Thanks.

[@ingvenzeio487]

𝐩𝐫𝐨𝐦𝐨𝐬𝐦

[@portant]

Awesome :)