Use Case
Automating Client Invoices for Freelancers and Small Businesses
As a freelancer or small business owner, your time is your most valuable asset. Spending it on administrative tasks like creating and sending invoices is necessary but doesn't directly contribute to your bottom line. Automation can free up that valuable time.
The Repetitive Nature of Invoicing
Each invoice, while similar, requires specific details: client name, services rendered, costs, and due dates. Manually creating these documents in a word processor or spreadsheet is repetitive and opens the door for errors that can delay payment.
Invoicing on Autopilot
Imagine a simple workflow: at the end of a project, you fill out a quick Google Form with the client's details and project specifics. Smart Form Publisher takes that information and populates your professional invoice template, created in Google Sheets.
A Google Sheets template could have formulas to calculate totals, and markers for client data:
Client: <>
Invoice #: <>
Date: <>
| Description | Amount |
|---|---|
| <> | <> |
| TOTAL | =SUM(B5) |
The generated invoice is immediately emailed to your client as a PDF. This not only saves you time but also ensures your invoices are consistent, professional, and sent out promptly, helping you get paid faster.