Customize Google Sheets Invoice System
Budget: ₹1,500 – ₹12,500 INR
I already run my invoicing out of a single Google Sheets workbook that contains client details, line-items, and payment records. The sheet does its job, yet every invoice still takes several manual clicks and copy-pastes. I’d like you to streamline the whole flow so one action—ideally a button or timed trigger—creates a new invoice from the data I select.
The core request is automation of invoice generation. You will review the current formulas and any existing Apps Script, refactor or replace what’s there, and deliver a clean script that:
• Pulls the correct client and line-item data from the existing tabs
• Produces a properly formatted invoice in the layout that’s already in the file (no design overhaul needed)
• Runs from a custom menu, button, or trigger without breaking normal sheet use
When you’re done I expect:
1. The updated Google Sheets file with your scripts installed and authorized
2. A short comment block or separate doc explaining how to adjust key variables (sheet names, invoice template tab, next-invoice number, etc.)
If you have experience adding optional extras like PDF creation or auto-emailing with Gmail, flag that in your proposal—it’s not mandatory now but could become phase two.
The core request is automation of invoice generation. You will review the current formulas and any existing Apps Script, refactor or replace what’s there, and deliver a clean script that:
• Pulls the correct client and line-item data from the existing tabs
• Produces a properly formatted invoice in the layout that’s already in the file (no design overhaul needed)
• Runs from a custom menu, button, or trigger without breaking normal sheet use
When you’re done I expect:
1. The updated Google Sheets file with your scripts installed and authorized
2. A short comment block or separate doc explaining how to adjust key variables (sheet names, invoice template tab, next-invoice number, etc.)
If you have experience adding optional extras like PDF creation or auto-emailing with Gmail, flag that in your proposal—it’s not mandatory now but could become phase two.