AppSheet for Automating Your Business: Invoicing

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Invoice management is an essential step for any business. At first, it’s often simple: an Excel file, a Word document, and some copy-pasting. But as the business grows, things get complicated… Errors can pile up: typos, lost files, forgotten items… There are many sources of errors.

When I discovered AppSheet, it was the first process I decided to automate. Today, I’m excited to share this application with you! It’s completely free and accessible to everyone—you just need a Gmail account to use it.

👉 Try the application
📲 Get the application

The application consists of 4 modules that together allow you to manage your invoicing effectively:

• Contacts: These are the people behind your clients. You can create new contacts or modify existing ones.
• Clients: Companies or individuals you do business with. You can create new clients or edit the ones that already exist.
• Invoices: Nothing simpler! Create your invoices, save them to your Drive, and send them by email.
• Invoice Items: These are the billed items. They are created when an invoice is generated and can no longer be modified afterward.

Setup

Before getting started, make sure you complete the following actions:

• Copy the application.
• Modify the invoice templates. Invoices are defined by Word templates located in the “Content” folder of your application. There are two different templates: one for individual clients and another for businesses.
• Delete data from the sheets.
• Set the ID of the first invoice to match the number of your last invoice +1.

Usage

1. Add your contacts via the app or directly in the spreadsheet in the "User" table.
2. Create your clients by specifying if they are businesses or individuals, as this will determine which invoice template is used.
   💡 Tip: It is recommended to complete this step directly in the app to avoid input errors.

3. You can now start creating your invoices!
   Once the invoice is generated, click "Create Invoice" to save it to your Drive. Invoices will be organized by client.

4. Mark an invoice as paid or send a reminder to your clients directly from the app using the corresponding buttons.

5. Easily manage your invoicing with the dashboards!

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Want to go further?

Contact Idun Group to integrate AppSheet into your business and automate your processes. Simplify your operations today!

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