Collaborate on Automated Invoice in Google Sheets for Communications & Media with Ease Using airSlate SignNow

Automated invoice in google sheets for Communications & Media

in this video we will demonstrate how you can autofill and Autos send invoices using the Google spreadsheet to start the process first we will open up the Google sheet in which we have mentioned the details of the invoices such as invoice date due date number of items and their respective cost contact of the person company name country email status and final invoice sheet now we will jump to its second sub sheeet which is the invoice template here we will check out the format of the template like in what format all the previously shown details of the spreadsheet will sent to the customers as an invoice reminder once it's done we will move towards the configuration procedure for this first we will click on the outright and then create PDF links as the PDF links successfully created text will appear on the screen after the running script text you need to click on the okay button to disappear the text doing this you will see that all the statuses have been updated in the sheet with created name and a new sub sheet has been added to the main sheet as well this newly generated sub sheet named June 24th will represent the due date of the invoice will contain the all links for the final invoice this means if you'll mention the due date with another month then a new sub sheet will be created with the name of that other month since it gets newly created for every month like for June it will separate and for July there will be a new one for further we will open up the created template manually by clicking on the final invoice link link and we'll check the details in the formatted template such as invoice date due date and more for verification we will match the invoice template details with the spreadsheet such as person name country items their respective cost and so on once we have verified all the details then we will click on the send PDF Button as you will press the button you will see the running script text on the top and then the PDF successfully sent on the mid of the screen so you need to click on the okay button to further the procedure here you will see that we have sent invoices to the three email addresses to do a cross check we will go to the mailbox and here you can see that we have received three emails regarding the invoice template now we will move to add the triggers to automate this entire process for this we will click on the extension button you can get this whole code from the description box for free next we will click on the triggers button next to the alarm icon as the triggers adding section has been opened up to you so now you need to click on the add triggers button showing in the bottom right corner this trigger will be for creating PDF links automatically to generate this we will add create PDF links in the function head in the deployment time driven in the Event Source and minute timer in the trigger type here we have taken minute timer for the testing purpose but you can take week timer month timer and more as per your needs in addition to this we took every 5 minutes and minute intervals here also you can choose ing to your requirements Cho choose the notify me daily option among all from the notification settings and finally we'll click on the save button for further we will add another trigger for sending the emails automatically so once again send PDF from the function head from deployment time driven from The Event Source minutes timer from the trigger type every 10 minutes from the minute interval before clicking on the save button once both triggers have been set up now we will move back to the sheet we have set up the first trigger for every 10 minutes which is to create PDF automatically so here we will wait for a while for trigger execution as the mentioned minutes have been done so the status will automatically get updated with created text and a new sub sheet will be generated with the name June 24th that will represent the due date of the invoice here the question that may arise in your mind is that we have already created this sub sheet for June 24th at the time of manual invoice link creation then why again the thing is we generated this sub sheet when we were creating the invoice link manually but meanwhile toward forwarding to automated invoice link creation we have deleted this sub sheet to regenerate or recheck it for automation therefore as we will click on the June 24th sub sheet we will jump into the sheet where we will get the link to the automated built-in voice template next to this we will wait for 10 minutes for trigger execution and then we'll check out the emails as you can see here we have received the emails so we will check out all of them by opening one by one thanks for watching please like share and subscribe our YouTube channels for more such feeds