You can generate invoices from our Google Docs invoice template in a few easy steps. It is simple to create invoices which contain all the information your customers need, including multiple line items and payment details. After you've opened Portant Workflow, copy the Google Docs invoice template workflow, connect your spreadsheet, then add column tags to your invoice template and finally click 'Start', and voila!, you’ve automated your invoices!
We know how painful and monotonous it can be to copy and paste data into an invoice template and then export it as PDF. That’s why we’ve come to the rescue.
With Portant you can copy our invoice template, click a few buttons and invoices will be magically generated whenever you need them. You can then automatically share the invoices via customised emails. Just select the options you require and place your invoicing on autopilot.
Portant can also convert Google Forms to Docs
To copy our invoice template - first log in via your Google account and then authorise Portant to place the files in your drive.
When you copy the template, Portant will create an Google Docs invoice template and sheet automatically. However you can select your own Google Docs invoice template if you have one.
If you select a new spreadsheet, remember to select your data grouping column. You can learn more about the feature here.
If you have added your own invoice template, you will need to open the document block and add tags into your document.
Click 'Start Automation' and Portant will take information from your sheet and process invoices created from your Google Docs invoice template. The invoices will be emailed to your customers and also stored in a folder in your Google Drive.
Automatically creating invoices from an invoice template removes manual data entry from your life. Generating documents from an invoice template enables you to get back to the more important stuff.
Typos should be a thing of the past. With Portant's invoice template, all data is sourced from a spreadsheet. Plus, your invoice formatting is guaranteed to be consistent.
Create invoices with the tools you already use - Google Docs, Sheets, Slides and Forms. Automating your process using an invoice template will help to turbo charge your workflows so you can hit all your goals.
Select a Google Doc agreement template, add a signature placeholder and place your contract signing on auto-pilot.
Select a Google Sheet of invoice data, add a Google Docs invoice template, and place your invoicing on auto-pilot.
Select a Google Form, add tags to a Google Doc or Slides template, and generate PDFs from responses.
Open your Google Sheet, connect a template, add tags to your document, and create multiple documents.
Select a Google Form, add tags to a Google Docs template, and customise documents from responses for free.