Effortlessly Manage Your Finances with Our Invoice Google Sheets Template for R&D

Invoice google sheets template for R&D

hey everyone today we're going to show you how to easily make an invoice in google sheets using a free invoice template it's really easy to do but hey if you're new here my name is ken this is northern viking every day and we bring you videos on reviews and how to's so please consider subscribing so you don't miss out on any upcoming videos but let's go ahead and jump right over to my computer and show you exactly how to make a free invoice in google sheets all right so here we are on my computer i've got my gmail account loaded up if you haven't used google sheets before it's really easy to access once you've got your gmail account loaded up in order to find it just go to the very top right hand corner and you're going to see some dots up here and when you hover over it it says google apps you can go ahead and left click on that and you'll see a bunch of different apps that come up and if you scroll down in here you should see the option it's a green piece of paper it says sheets go ahead and left click on that that's going to load up google sheets on your computer for you now if you're looking for the invoice template you can see it's right here for myself right at the top because i recently used it but if you don't see it there you can go ahead and click on this template gallery and that's going to bring up all sorts of templates and there's all sorts of cool stuff you can make in here there's a personal section so to-do lists annual budgets etc schedules if you keep scrolling down you should see an option here that says work and under the work area you're going to see one that says invoice right here it says invoice and this is a free invoice template that you can use we're going to go ahead and left click on that and that's going to load up the invoice for us to start editing all right so now that you have your invoice loaded up we're going to show you how to change a few different things in here we'll show you how to change your information so your personal information and maybe who you're invoicing to we'll show you how to add items in here it allows you to do up to four but we'll show you how to add extra items we'll show you how to add tax in here if you have to charge tax as well as we'll show you how to add your own personal image or logo to the corner and then we'll show you quickly how to export this so you can send it off to your client now first off we want to go ahead and save a new name for our invoice here so in the top left hand corner where it says invoice just click there and you can change this to whatever you want to name your invoice maybe it's just invoice one two three four five and you can just name it whatever you like from there we can go ahead and start changing our name so maybe you want to put your company name in here maybe you sell ice cream you can just double click in this box and you can go ahead and change it to yummies ice cream and you can put your address in here so just double click on that maybe you're at one two three bay street and you can change your of course your city and your phone number etc in there if you want this to say something other than invoice maybe you want it to say um bill you could easily change that to bill instead but we'll leave it on invoice right now you can put the date in here so if you wanted to say just the date you could um take out the submitted part so if i click in here you can actually adjust this so maybe we don't want the submitted part we just want the date maybe you want to do 12 whoops oh three 20 21 so you can change it to whatever you like there in this area here where it says invoice for you can change the name maybe it's mike smith and you can add their company name their street address etc all their payable to maybe you put yummy's ice cream there and invoice we had that so um one two three four five project name and if you don't want this you could easily pull it out as well so i'm going to click on project name just hit delete and project and the due date maybe you don't want that in there as well but you can leave that and change those dates so you can really set it up however you like from there once you've got that set up you can move down into the description here you can see there's room for four of them and we'll show you how to add more here so if you want to change this maybe maybe you're an ice cream wholesaler and you're selling cones and somebody buys 200 cones at a unit price of 25 cents so it automatically adjusts that for you to 50 dollars maybe you sell tubs of vanilla take that in there and maybe you sell five of those at 15.99 and it'll adjust that price for you and you can see there's a few of them here now if you fill these up if you want to add another one just go over to the left hand side here where it says the numbers so 21 22 etc just right click on that and you can see there's an option to say insert one below just click on insert one below and it's going to add a new line for you there now one thing i do want to mention if you let's put something in that new line let's say we sell a scoop and we're selling two of those at 9.99 it's not going to bring that over so what we need to do is click on the one above and the cell above and you'll see a little blue square in the corner of the blue box you can just drag that down and it'll add that to there as well so maybe you have some other things let's say there's miscellaneous you have 12 of those and they're 99 cents and um we'll say we have some chocolate straw um i don't know chocolate sprinkles spring goals and we got five of those at 6.99 all right so we've got all our prices in there we've showed you how to add extra lines and if you wanted to add another one you would just do the same thing and you can see down below here you've got a subtotal of 196.76 you can leave this there's an adjustment if you want to have discounts you could have that and you can see it's giving you a total price down here but we want to change that adjustment to tax so if you don't want this adjustment you can just click on it and hit delete and we'll click on adjustments and hit delete there and i'm just going to go ahead and type in tax here and maybe we know our tax is 10 so i'm just typing 10 percent there so we know what that is we can go over to this cell here on the right hand side and we need to take 10 of this subtotal so in order to do that we're just going to click on this cell and we need to do a little bit of an equation and you can see it's going to start coming up in this top area here you'll be able to see the equation so we're going to click in here we're just going to hit equals and then we're going to click on the cell where the subtotal is so you can see it has that price it says g25 and then we want to hit the star button so or the asterisk so if i type in an asterisk here that's the same as times and the tax is 10 so we're just going to type in 10 and then the percent sign and you can see it's giving us a little price there of what that would be and i'm going to hit enter and you can see that it created the subtotal plus the tax and it automatically updated it here at the bottom now um so to give us a full total of 216.44 so you can easily adjust that tax here if you just clicked on here and you needed to change the tax to 12 you could just adjust it here in the top left hand corner we're just going to change that 10 to 12 and hit enter and you can see that it adjusts that and we'll adjust it here as well just so we know what's going on all right so we've got our invoice done we've showed you how to add taxes now we want to show you how to add your own image or logo up here in the top right hand corner so what we want to do i've actually got an image here on my desktop so you know it's there let's go ahead and just click on this insert button right here click on insert and you should see an option here that says image insert or image in cell or in image over cell we're going to go ahead and click on image over cell and i'm going to actually just drag that ice cream right in here into upload just like that and it's going to bring that right into our our invoice here and when i click on it you can see there's some blue little handles here in the corner we can shrink that down and we can also move it around so i'm going to just move it around maybe i want it right up there just like that and maybe i can adjust it some more i can make it a little wider if i want just like that and you can move it exactly where you want it in your invoice so if you have a logo this would be a great option to put that in there all right so now our invoice is done we just need to go ahead and export it or email it so and that's really quite easy to do if you go to the file here in the file option in the top left hand corner just left click on that and you'll see there's an option here that says email you could click on that and hover over to email this file and it's going to allow you to actually just email it right from here you could just type in the person's email address and you can click here to send a copy to yourself the other way and you can see it it's going to allow you to add a p or say what type of file it is so i would suggest pdf and you can also type in a message there that'd be the first way to send it to them the second way would be to just hit file and you can download it as a pdf right here so if i click on download pdf and you can see it's actually putting it in landscape mode which is what i don't want so it's a good thing probably to do this first i'm going to click over here so it goes to portrait mode and i'll scroll out a little bit so you can see it a bit better and now i'm going to go ahead and hit export here in the top right hand corner and it's going to download it to my computer here i'm going to just drag that to my desktop and we'll have a quick look at it we'll open that up and there we go our invoice is done in a pdf and i can easily email this off to a client and it's really that simple to make a free invoice here in google sheets on your computer so hope this free invoice template and google sheets tutorial did help you out if it did make sure to give this video a thumbs up also remember to connect with me on social media you'll find all those links below in the description thank you so much for watching today and until next time take care