SHEETS MADE SIMPLE · BOOK 3
Invoices & Quotes in Google Sheets
A Step-by-Step Beginner's Guide: Price List, Automatic Numbering, Tax and a Paid/Unpaid Tracker for Small Businesses and Freelancers
Stop copying last month's invoice. Know who owes you — today.
Most small businesses make invoices by opening an old file, changing a few things and sending it. Every copy carries old mistakes forward: last year's price, a number that was already used, a total someone typed over. And nobody can answer the simplest question in business — who still owes us money? — without opening every file.
This book builds a small invoice system in Google Sheets instead. You keep your products, prices and customers in one place. Type a customer, a few product codes and quantities, and the sheet fills in names and prices, numbers the invoice, adds tax, prints a clean page and tracks every payment.
Free practice files: 12 ready-made Google Sheets (one per chapter) plus a clean starter file for your own business. Every number in the book was checked against the real files.
No programming. Book 3 of the Sheets Made Simple series — every formula is explained, so you can start here.
What you'll learn
- A price list and customer list with codes — change a price once, not on every invoice
- Line items that look up names and prices by themselves
- Automatic invoice numbers like INV-2026-001 that restart every year
- Discounts and tax rounded correctly to the cent
- A printable invoice page you can save as a clean PDF
- Quotes that turn into invoices without retyping a line
- Paid, part paid and overdue for every invoice — and a list of who owes you
- Monthly sales by customer and by product
- Fixes for the 10 problems that quietly break invoice sheets
Chapters
- 1. Why Copy-and-Edit Invoices Go Wrong
- 2. The Invoice System Map
- 3. Your Price List and Customer List
- 4. Line Items That Fill Themselves
- 5. Automatic Invoice Numbers
- 6. Tax, Discounts and Totals
- 7. The Printable Invoice
- 8. From Quote to Invoice in One Step
- 9. Who Still Owes You? Paid, Unpaid and Overdue
- 10. What Sold? Monthly Sales Reports
- 11. PDF, Email and Sharing Safely
- 12. Fix It Fast: 10 Invoice Problems