Create Your Proforma Invoice Template Google Docs for Quality Assurance with Ease

Proforma invoice template google docs for Quality Assurance

[Music] welcome to ro YouTube channel today I going to show you how I create my automate invoice template using Google Sheets okay before go to the video do not forget to subscribe our YouTube channel for more videos like this one so you see this is my Google worksheet so I created automated invoice template using Google sheet so I will explain you how I do this step by step then I think you can get clear understanding of how I create my invoice template so uh basically my worksheet Google worksheet relates to the invoice template consist with six TS invoices print customers items invoice loog and settings so let me explain these things one by one basically uh this is my invoice template so this is the template and it is under the pr tab and uh this is under this stab invoer stab I enter all the uh details related to a specific invoice okay so uh here the customers tab I can add customers manually here then uh the then each and every customer can be uh selected using this drop down menu and uh you can so and also I can add item with unit price here and finally the invoice log is stored under the invoice loog app and uh this is to add default invoice number so you can add invoice or a starting invoice number then it will gradually automatically increase uh when you create new invoice so let's see how I uh do this so first of all here to create new vo noise you can select your customer from this drop- down box drop down menu so uh if you want to add any additional customer you can click on this customers tab then you can type or add any new customer so here I'm going to enter a sample data just say my new customer is Ajit Pereira and he is from and his uh supplier and his name is business name is Ajit just add suppliers and this is the place where you want to enter you enter customer address [Music] and this is the sep cat so I entered sample customer then again I'm going to invoice this tab now you see my newly added customer displays here I newly added AIT Pera is the customer name now I can select my customer here so this is the place you want to enter the payable to so just say payable to someone [Music] Kumar payable to Kumar and this is for the project if you have any specific task or specific project you can add here just say test then the due date so invers due date can be entered here so just say due date is 31st 20124 and here for any special Nots and if you have any adust adjustment if you want to add any uh adjustment you can if you need to uh if you want to add any adjustment you can adjust thing can be entered here just say I have an adjustment to this customer 500 okay likewise okay adjustments you can add so uh this is for adding individual isore items so here I have added several uh sample items so in this case I'm going to add a new one just say [Music] uh one Cho and the price price is 5,500 okay now I added new item and the related price of that item now here once you click drop down menu my newly added item is can be seen here so now now I I'm going to head P CH [Music] now uh here the quantity L quantity just say a customer I mean quantity just say two so once you enter the enter the quantity then you have to press this add items so once you PR press the items you can see it comes to this grid item one quantity is two two units and the unit price is 1,500 price is 1,500 then if you want to add another one just go to just select sis and the quantity is one one s then add item yes once you click on the add items then it adds to your grid likewise you have to enter your basic basic invoice details to invoices 10 so likewise you can add your details here once you completed this uh these things once you completed the requir details then what you should do is you have to click on this create invoice button so once you click on the create invoice button Google script once then you can go to print Tab and see all the relevant details are entered here this is our supplier name and this is payable to payable pay name payable name and this is voice number and this is the not project project type and this is the due date in due date and you can see the grid is uh updated grid has updated successfully item name Ono quantity to un price 5,500 total price 11,000 and second item is s quantity is 1 unit price 6,750 then the total price also 6750 and you see all the all together total sub total is 17,750 So if you if you if you gave any kind of adjustment here then it will displace here and it will the sub total amount so uh likewise you can uh see the enter details verify enter details via uh print tab then you can easily print your invoice so once you click on the print button you can see your invoice is uh shown like this if you click on the uh Port rate so you can see a complete view this is the customer stab and items stab so you can see invoice log so this is the invoice login Dil details so you can verify invoice login details too with my this uh template so this is after that once my uh after the this invoice invoice number is 13 so my the next invoice number has been generated automatically so this is how I created my invoice automate invoice template so uh here basically I used what we called uh Google script to uh do this task to complete this task so this is the Google script for uh each and individual each and every uh tab item add items create no logs clear noices you can see this is the Cod I used to create this template then uh I think you can understand how I I do this so if you want to get the source C of this Google script or Google automate template so I have added a link so you can get full access to the sheet where by uh accessing the pay heits website through you can get the full lock so uh so I added the link so I will add the link I have added the link at the in the video description so you can uh get the full access to pay.com by bying the pay.com you can get the full access file so that is what I want to explain you today so this is how I created my own invoice template so that is it for today so if you need any clarification please put a comment on the uh video comment section so I will come to you as soon as possible then pleas do not forget to subscribe our YouTube channel for more videos like this so that is for today thank you very much