You can create invoices automatically from Google Sheets in a few easy steps. It is simple to create invoices from a spreadsheet of sales data which contain all kinds of different elements including your logo, unique invoice numbers, payment terms and contact information. After you've opened Portant Workflow, select your Google Sheet, then connect a Google Doc template, customise your template with column tags, attach it to an email and finally click 'Start automation', and voila!, you’ve automated your invoicing from Google Sheets!
We know how painful and monotonous it can be to copy and paste invoice data into document templates, double check all the information is correct, save it as a pdf and then send the invoice to your customers. That’s why we’ve come to the rescue.
With Portant you can connect a Google Sheet to an invoice template, click a few buttons and invoices will be magically generated and sent whenever you need to. You can also customise the email and who it's sent from (e.g accounts@portant.co). Just select the options you require and place your invoicing on autopilot.
To select your Google Sheet - first log in via your Google account and then authorise Portant to view your Sheets. You can get started by copying this template:
When you connect your Google Sheet, you can replace our invoice template with your own if you have one prepared already or edit our one. Also, you can connect multiple documents (e.g. if you need to send a contract with an invoice 😀)
Open the document block and add tags into your invoice template. You can format the tags and the data from your Google Sheet will be inserted using the same format (bold, italic, colour etc)
You can use data grouping to insert multiple rows from your Google Sheet into the same invoice (e.g. if your line items are split on separate rows in your Google Sheet)
Open the email block and customise how you'd like to share your invoice. You can also edit the email invoices are sent from (e.g. accounts@portant.co) Then click 'Start automation' and test your workflow. Your Invoices will be stored in a folder made in your Google Drive, which can be edited in the 'Outputs' tab.
💥Snap💥 You've done it!
Automatically creating invoices from Google Sheets removes manual data entry from your life, saving you the time and effort of copy/pasting or retyping. Some businesses spend up to 567 hours per year on admin tasks, much of which could be automated. Automatically creating invoices enables you to get back to the more important stuff.
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Typos should be a thing of the past. With our Google Sheets Invoice template, all data is sourced from the original Spreadsheet. This means you won’t have to worry about mistakes from copying and pasting or manual data entry. Plus, your formatting is guaranteed to be consistent on all your invoices.
Create invoices from templates with the tools you already use - Google Docs, Sheets, Slides and Forms. Portant is integrated into the Google Workspace, so it’s available on the platforms you’re comfortable with. Automating invoices from this template workflow will help to turbo charge your workflows so you can hit all your goals.
Yes, you can save Google Form responses as Docs. You can save your Google Form responses as a Doc automatically using Portant Workflow here
1. Open Portant Workflow and sign in
2. Select your Google Form
3. Select your Google Doc template
4. Insert answer tags in your Google Doc template
5. Turn on Auto-create
6. Voila! Any time someone responds to your Google Form a Doc will be created.
Yes, you can convert a form response into a Word documents using Portant Workflow by following the steps below:
1. Open Portant Workflow and sign in
2. Select your Google Form
3. Select a Google Doc template
4. Insert answer tags in your Google Doc template
5. Turn on Auto-create
6. Now, any time someone responds to your Google Form a Doc will be created, all you have to do is open the Google Doc click File > Download > Word document (.docx)
Yes, you can export Google Form responses into Word using Portant Workflow by following the steps below:
1. Open Portant Workflow and sign in
2. Select your Google Form
3. Select a Google Doc template
4. Insert answer tags in your Google Doc template
5. Turn on Auto-create
6. Now, any time someone responds to your Google Form a Doc will be created, all you have to do is open the Google Doc click File > Download > Word document (.docx)
Yes, you can import question from Google Forms to Google Docs using Portant Workflow by following these steps:
1. Open Portant Workflow and sign in
2. Select your Google Form
3. Select your Google Doc template
4. Insert answer tags in your Google Doc template
5. Turn on Auto-create
6. Voila! Any time someone responds to your Google Form a Doc will be created.
Yes, you can export a Google Forms to Docs using Portant Workflow by following these steps:
1. Open Portant Workflow and sign in
2. Select your Google Form
3. Select your Google Doc template
4. Insert answer tags in your Google Doc template
5. Turn on Auto-create
6. Voila! Any time someone responds to your Google Form a Doc will be created.
Yes, you can import Google Form questions to Word using Portant Workflow by following the steps below:
1. Open Portant Workflow and sign in
2. Select your Google Form
3. Select a Google Doc template
4. Insert answer tags in your Google Doc template
5. Turn on Auto-create
6. Now, any time someone responds to your Google Form a Doc will be created, all you have to do is open the Google Doc click File > Download > Word document (.docx)
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You can do a lot more than just automate your invoicing with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.
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