Google invoicing software free8/6/2023 Tip: you can apply any formatting to the merge tag itself and once it gets replaced later, it will keep the format (like that blue colour in the example image above) So instead of typing your customers name, type. Simply type two curly brackets, then a placeholder and then close it with another two curly brackets. You don’t need to have any coding knowledge for this. Merge tags are little placeholders in your document that tell an app that you want to paste information here later.Īnd writing merge tags couldn’t be easier. The secret to turn any Google Doc into a powerhouse template for your automation are merge tags. ( you’ll get my template plus all the other things as a build-for-you package at the bottom of this page)īut how can you use this draft to dynamically create invoices with new information? You can do that yourself, browse the internet for inspiration or just use the same template that I use for this automation. Now, simply draft a template for your invoice. Just type doc.new into your browser to create a new Google Docs or navigate to and add a new document from there. Step-By-Step Instructions: Set Up Google Docs Invoice Templateįirst things first: your invoice template. ![]() You don’t need the paid plan for any of the tools to start creating your invoices. a Make account (the automation tool that connects everything)īest of all? It’s free.a Notion account (for your invoice backend).a Google account (for the invoice doc & sending the email).You can build your invoice generator in Notion using only three tools. What you need to build an invoice generator in Notion But once you understand the underlying principles, it’s super easy to add dynamic tax calculations to the template. To keep things simple, we wont do VAT calculations in this sample invoice generator. The invoice should have the following “features”: In this example, we want to create a PDF invoice and send it to a customer based on information we have in Notion. Knowing what sort of information we need will save us a lot of headache later down the line. The approach demonstrated in this tutorial is perfect for solopreneurs and small businesses that create invoices occasionally and don’t need additional features like payroll etc.īefore we learn how to generate invoices in Notion, it’s important to think about the exact result that we want to achieve. If you run a bigger business, investing in some dedicated bookkeeping software is probably a must.Do your own research or consult a professional and adapt what you learn in this tutorial to comply with the relevant laws. ![]() ![]() Neither this article nor the template is intended as any sort of legal advice.
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