Streamline Your Workflow with the Google Forms Invoice Template for Public Relations

Google forms invoice template for Public Relations

so we've got a receipt we just left the hardware store and we need to record this transaction so what we do on an iPad iPhone any mobile devices we go to that website above which I have bookmarked and then we enter the job name which in my case will be the house number and the street it's on the total amount of the purchase which in this case is 60 95 it's a building material it's for a bathroom renovation and it was on a credit card now the most important feature here is adding a file so we can have a record of this in the cloud automatically take a photograph of it hold it over the receipt and there we go this does not save to your camera roll which is great so you're not clogging up your um phone with a bunch of ugly pictures of receipts image is there you click submit it goes instantaneously to the cloud and anyone can do this from their phone as long as they're logged into the G Suite account here's a look at how I generated that form I go to Google forms start a new form click that and then essentially I just enter the fields that I want it's basically a survey you're creating put company name up there to make it look professional um basically just fill it out as needed and uh with that drop down menu on the side you can change it to multiple choice or a paragraph or um a checklist whatever you want you can see they're all there basically the most important feature is the one we'll get to next which is adding a file so we will put photo of receipt and okay lost here upload a file and boom there you go so this is what mine looks like the actual one that I showed you earlier um you could always tweak it depending on what kind of business you have but that's what works for me right now you get all this data which isn't really that useful to me um but it's cool that it's there and this is the spreadsheet it generates so um you can sort by the job name which is great for tracking expenses on a specific job I have the column all the way on the other side job area so if I'm doing multiple jobs at one address I can track expenses separately by doing a secondary sort by bathroom kitchen living room Etc um this is what my receipts used to look like in a shoe box now in nice and crispy clean easy to read and uh let me know if you have any ways to improve upon this but it's been very helpful for me and for $10 a month you can't complain