Installing GS Invoice for the first time? Follow these instructions.
- How to make a copy of the spreadsheet
- How to install the add-on
Setting up Locale, Time Zone & Date Format
- Setup location
- Setup timezone
- Setup date format
- Setup currency format
- An overview of the settings available on GS Invoice
- I show how to setup TAX such as GST, VAT.
- How to set the different rates of tax eg 0%, 10%, 15%.
- How to calculate the invoice with tax inclusive or exclusive.
How to setup a HTML Signature
- How to create HTML signatures from scratch or from Gmail
- How to use an existing html signature
- Basic HTML coding examples
Copying from other Google spreadsheets
- Copying between Google spreadsheets can cause format and #REF! errors
- A solution to this problem is to copy the sheet to an existing sheet before copy and pasting.
- This video explains the method in more detail
Customising the invoice template
- How to change logo
- How to edit invoice details
- How to download an invoice
- How to send a test invoice
- How to send an invoice via email
- How to process an invoice without sending an email
- How to schedule an invoice to send at a later date
- How to download a sent invoice
- How to send a test email of sent invoice
- How to send a sent invoice via email
- How to mark a sent invoice as paid
- How to download a paid invoice
- How to send a test email of a paid invoice
- How to resend a paid invoice
- How to create a template
- How to restore a template
- How to import a template