Create an Invoice Template for Google Sheets for Planning Without Hassle

Invoice template for google sheets for Planning

Hello guys. Welcome to the channel. A few months ago I created this super cute aesthetic workout tracker in Google sheets in hopes that it would motivate me to get my butt back in the gym. It didn't, but I didn't want that workout tracker to go away, so I decided to put it on my Etsy store and I have actually sold a surprising number of those products I always just love spreadsheets. In general, I always find that when I'm going through a phase of overwhelm, just the sheer thought of opening my ClickUp, the project management tool that I absolutely love, I just can't do it. It just it feels too much to open it and kind of go through my to-do’s so. I always revert back to just a good old fashioned spreadsheet. So in this video i’n going to to show you how I took that workout track, turned it into a Google sheet template and put it as a listing on Etsy. Okay. So step one is to obviously create our spreadsheet. You will see here that this is my workout and cardio program tracker that I created. It has three tabs the workout and cardio tracker combined, the workout tracker on its own, and then the cardio tracker on its own. I also have a read me page here that just kind of steps you through how to go about setting up the tracker and using it. My tip here would be to make sure that when you create your Google sheet, you have saved it somewhere where you're not going to unintentionally move, edit, or delete it. You'll see here if I come back into my Google drives that I have this saved under my digital products, Google Sheet templates, workout program Tracker. And then I have a specific folder that says final share file. So I know that the file that's in there is the one that I am sharing with people. Okay, so step two is to get the share link for your spreadsheet. To do that, you want to come up to the top right where it says Share, and you want to make sure that this general access link is set as anyone with the link will be able to view that tracker because we don't want them to be able to comment or edit on that tracker. We just want them to be able to view that and I'll show you that why in just a second. So once we have that, we want to copy that link and hit done. Now my tip here is to actually get that link and you see when I paste that it has at the end here. Edit Sharing. What we actually want to do is remove this section here and write copy. So everything after that slash that says edit we want to change that to read copy. And the reason for that is it's going to force people to make a copy of the template as opposed to having to open it and then go file, make a copy. This is going to automatically do that for them. So if I copy that now again and I hit enter, you'll see that that's going to bring up this page that says copy document. Would you like to make a copy of the workout program tracker? And then they'll just be able to hit make a copy. So that's a really great tip of an easy way for people to be able to access and duplicate that template into their own. Google drives. So if you three to create the PDF that we're going to be giving them, which will have the link included in it. So I do all of my PDFs in Canva. You'll see here I have my PDF and I've included instructions on how to access Google if they haven't already set one up and also what to expect. So they'll click on it. It'll take them to that, make a copy page and they'll do that. And then here this button right here is where I've included the copy link for that tracker. at the very bottom, I've just given them some instructions on accessing the read me instruction tab in the workout tracker to kind of show them how to use it. one thing I would recommend is if you've created quite a robust template like Google Sheets and I've seen a lot of them out there and they're amazing. I would highly recommend creating a tutorial video that walks people through how to use that template as opposed to just doing a little instruction page. Most people will find following a video a lot easier than following written text. And I know I've shared this before. The way that I choose to do this is record the video I uploaded as unlisted on YouTube, and then I take the link from YouTube and I embedded into my PDF as well. So that's a great idea. If you if you have like a complicated or robust template. And step four is to create the listing graphics that you're going to use to advertise your product. Again, I do all of this in Canva. I've already filmed the video previously. That's a in-depth look at how I go about adding my listings to Etsy. I will include that in the description box below. If you want to check out that one. This is just a quick overview of the workout track listing that I have. So we have the main page that has the Google Sheets icon to show that it is specific for Google sheets. It will not work as a Google Excel spreadsheet. I mean, it likely will, but I know that sometimes if you're moving from Google Sheets to Excel Excel to Google sheets, there is some formatting things that don't transfer well. So I made sure to point out that this is specific for Google Sheets. The second video sorry, the second listing is a video of the workout track just kind of walking through how to do it, how it works, the three tab options that are included, and that they can access it on all devices. And again, I've included that Google Sheets icon. Just to reiterate that it's a Google Sheets template. And then the final step is to upload it to whichever platform you are selling your products on, whether it's on your own website, on Etsy or creative Market, wherever you choose to sell your products. and then we have it. That's how I took that work out tracker and turned it into a Google sheet template to sell online. If you want to see how I create and sell other types of digital products, then you can check out this playlist right here. I hope you guys found this helpful and I will see you next time. Bye.