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Invoice google sheets template for small businesses

hi everyone welcome to today's video in today's video I'm going to show you a business invoice but I'll show you in four different programs and I'll go over the pros and the cons of each program so if you have an online business or a physical business where you have to generate business invoices for your clients or your customers this video is for you now this is not a tutorial on how to design each invoice in each program if you wanted to design these invoices from scratch I will create separate tutorials for that this is just to go over the same invoice in four different programs and to cover the pros and the cons so that you can select the one that works best for you if you want to skip all of this and just go ahead and purchase this invoice I will leave links in the description box below so you can go ahead and purchase it but if you just want to see the pros and cons of each office invoices stay tuned so the programs I'm going to show you today the first one is canva we have Google Docs Google Sheets and the last it's a PDF alright so we'll start with canva canva by far is the most customizable I would say easiest to use when it comes to creating designs this is a minimalist invoice that has very basic Design Elements but as far as creating something that is a little more jazzed up so if you want to add more things to your invoice making it less minimalist canva is the best option across the board here's what the invoice looks like we have the business name at the top your address customer information description of the services and thank you for your purchase message here all right so starting from the top if you were to use this on a daily basis for your business you would already populate this place with your logo your business name and the services so this would be set to go you won't have to change it every single time this as well would remain here the inverse number would change the date would change and of course you add your customer information here so all you need to do is type the name address email address and the phone number so very straightforward very easy to use the next part is the description and again this is in the form of a table so you can easily change what you need so you can change the numbers here you can delete this and add yours however way you want you can change the colors if you want if you have a specific font that you use for your business you can upload it into canva and add it to your design so this is the most customizable option and then your quantity and your cost and of course you would have to add these totals up using a calculator if you wanted to add borders to make it a little bit more design you can change the colors of this portion to whatever you want you know you have options you can delete this if you don't want to have a border you can change the color of the actual invoice to maybe something more plain or maybe something subtle but you know with a different color so the pros of canva is that you can create this with a free version of canva there is a pro version and you can use the program version if you're looking to use profont Pro elements and maybe some of the other functionality like resize um that canva has and also some download options are only available for pro users so you'll download this as a PDF and send it along to your clients or your customer so the pros of canva you can use it for free download your invoice as a PDF and it is the most customizable option that I'm going to go over today move it down the list we're moving downwards as far as the customizability and also the ease of Design This is to save minimalist invoice for Google Docs starting with the top you can add your business name your logo here insert image and upload your logo and add it to where you want it to be so we have a little swap logo here one thing that I like about Google Docs network doesn't have is you can use this so This is called a smart chip the other option is to drop down I'll show you how to use both of them so the first one I use here is the date option so once you have this smart chip added each time you go in to customize this invoice for your clients all you have to do is click on dates and change the date so that way you're not typing in the data every single time and you know exactly the same format that you want so like canva you can edit this portion and always have it ready to go so you don't have to type your business address Etc every single time you can create a copy that has to be fully tailored to your business when it comes to using the form just like canva you're typing in the customer information here and the other thing that I want to point out that canva doesn't have the option to do for now is you can use this what Google Docs calls drop down it's a way to create presets selectable tabs that you can choose instead of typing all the time so let's say for example you had a coaching program and you offered three different Services 12v coaching program a clients and a clean out you can create this drop down Tab and you can just select it so instead of typing you can select cleanse coaching program and you can create this drop down across the entire table so I only have it for two here but you can certainly add it for the rest what's nice about this of course is going to save you time because you're just selecting what you need and it is very consistent if you want them to have different colors you have the option of changing the colors here I really like this option it gives you this additional professional look and the fact that it's saving you Time by selecting what you need this is something that canva doesn't have so this is one point for Google Docs although I would say camera is by far my favorite when it comes to designing just because you have so many options um for canva now with Google Docs just like with canva you put in your quantity and your cost you do have to calculate using a calculator two creates the total amount and of course down here you have your thank you message that you might want to include for your clients but moving on to the third option we have Google Sheets it's just like Google Docs it is free it is web-based and so easy to use we're going downwards when it comes to how much we can customize but the truth is they're very similar when it comes to the limitations that they have compared to something like canva now this is the same invoice it looks different because this is Google Sheets but this is what it looks like if you are ready to print it out so as you can see it looks just like the one that was designing Google Docs or in canva it's a little bit more difficult because you have to change the sizes of the different columns to fit what you need and to place everything exactly where you want but once you do that once all you're really doing is adding your specific business information Swap this image out for your own business logo and of course name address you would type this out for lines here and then you can type out your services like you would in Google Docs what I like about Google Sheets of course it's a spreadsheet so you can change the prices and it automatically calculates it for you so that is a huge plus if you don't want to make any errors you're not losing a lot when it comes to design because I mean look at this invoice and look at the invoice we have for Google Docs they're basically the same when it comes to what it looks printed so the pros of Google Sheets is the fact that you can easily add the costs without worrying about making a mistake and you're not losing a lot when it comes to the design it still looks nice it still looks professional all right so now the last but not the least is a PDF this option is basically the PDF form of the canva or the Google Docs design now when you create a document in canva or in Google Docs you can download it as a PDF what I did was I took that same PDF and I put it into Adobe acrobats because I use the Adobe products so I have a paid version so this might not be available for you if you don't have that subscription however there are other options that you can use to make your PDF fillable those programs work but they have limited functionality compared to of course Adobe Acrobat so what I did was I took that PDF and I made this field fillable you can change the name here all of these information is customizable this is by far the most limited option but it's great if you want something that's very very straightforward you're not worried about changing colors or style you just want something that's ready to go your information is already there what I like about using Adobe unlike the other free options to make your form fillable is that you can create something like you would in Excel meaning that you can edit the properties of this field and make them calculate for you so let me show you an example so let's say I have for number two I'm going to skip the description to save time but I have two options here and they're 500 plus 500 you can see that it automatically calculates a thousand and this also updates to 2000 and the total due is also updated so you can't treat this like an Excel spreadsheet you can say thank you for your purchase here and maybe add something else you might want to add here so this invoice along with the canva invoice the Google Docs invoice and the Google sheet option are all available as a bundle for sale if you want to check out the link below to purchase it so that way you have all options available for you I'll have the link to my digital shop and you can go ahead and purchase it that's all I have for this video thank you so much for watching if you have any questions leave them in the comment section below I will be creating tutorials on how to create each and every single one of this invoice so I'll create a tutorial for canva for Google Docs and Google Sheets and also how to make it fillable using Adobe Acrobat for those that have a subscription one way to support my channel would be to subscribe it's free and if you want to purchase this like I said before it's another way to support this channel it will be available in the description box below thank you so much for watching and I will see you in the next video take care