@@alanaheaney2000 I just replaced the currency symbol in the apps script, under design edits you can see Const currency as $ in the third line, just replace it with your currency symbol. that's it, hope this helps you.
in the app script part the third line down just change the $ sign to your currency .. at least that workled for me, Then de bug that line. @@alanaheaney2000
Thank you for this, I have managed to adjust it to be both my invoice and now a quote form too, it took me a little figuring out but both work perfectly now. Thanks for the really helpful video and additional info in the description. (Australia based)
Absolutely fantastic video!!!!! thanks very much for sharing. I subscribed after the first 2min :). Ps at 06:10 I couldn't find Script editor "App script" under the Tools Tab drop down list in my Google sheets, might be a google update...I found it under the Extensions Tab so I was able to follow along. thanks once again!
OK this is sort of cool... noticed the Blank rows still had a 0,00$ value so I guess it needs some tweaking or simply deleting the lines... I was hoping for a Sheets solution to the problem where you fill in the data in a sheet and use that to propagate the invoice and then print as .pdf and send the invoice. But there's a lot of this which is good. I'll SUBSCRIBE and head off to find similar content on your channel
Thank you very much on this tutorial! May I ask that in 11:00 there are 3 rows with $0.00 that looks redundant, any method to make it blank? Thanks in advance!
When I try to select the function I want to run (7:45 in your video) I don't have that drop down list of options. Instead, I have just one option which says MyFunction. Have I done something wrong before this?
This is a great vid. So I have about 4 or 5 regular clients who I invoice regularly. Is it possible to adapt this so that when it comes to enter the client's details, rather than have to type in first name, last name, address etc, I can just type "Bob" and all of Bob's details will be auto-filled? Or maybe just choose the client from a drop down with their details pre-loaded?
for some reason I do not have the option to select "createDocFromForm". My only option is "myFunction". I must have missed something. Will watch video again and update. Very helpful video. I cannot even begin to tell you how useful this is for me.
Wow! This will transform our way if doing business! Thank you so much! I made some small adjustments and made it my quote. I had one question. Do you know a way to add HST tax of 13% tax? Or I could easily adjust the "total Balance" to say "subtotal plus tax"
Thank you - your video is great and very helpful! At the end of the video you mentioned you welcome thoughts/comments/questions - so I'd like to ask about the following: I'm wondering whether issuing invoices could be automated in a way that when I rent office and want to issue a new invoice each month automatically (i.e. every 25th of a month) with new invoice number (+1) with the same parameters - and possibly automatically send to customer (predefined email address)? Thanks a lot.
ARGH! I've been able to follow all the instructions up to about 7:30 minutes into the video. When I click "Debug" I get the following error code: "4:06:50 PM Error An unknown error has occurred, please try again later." Any suggestions? I'm so excited about being able to set up this invoicing system. Would hate to scrap it at this point. Thanks!
Great video. Hardcoding the number of items to 5 is not a realistic use case. The list of items needs to be unbounded. Can the script be modified to use and additional items sheet to populate the list?
Thank you very much for your video, very explanatory, is there a way that the final result can be sent to print instead of being stored, that is to say that after the submit you open the print option? Thanks
Thank you for the video it was really helpful. I have a question for you. How can I add customer name and address to the form and also remove due date. Thank you
This is wonderful! How would you change it so that people can order multiple numbers of each product? I sell books. Also can the discount be done in a percentage? Thanks!
I know this is an old video. However is there a way to have the invoice number auto-generate for the next available number? I am trying to make this super easy for someone who doesn't have the greatest computer skills.
thank you1 how can you add in product options... ie. colour options and even surcharges on certain options and comment sections for buyer to specify customization such as names to be added to products, etc? Images for each item & option choices as well.
Can the template be used without Forms? Meaning directly pull information from database google sheets into the invoice template and automate the document creation of the invoices?
I am trying to simplify my small business workflow, we have two shops in different towns and want to use the Google suite to share all data between the two shops. ideally, we would want to use a google form for initial data entry of customer details and products wanted, then later edit that data in the Google sheet created with either a form which can be linked to a row or a doc linked to a row. simply put is there a way to open a form or doc which relates to one customer, then edit that data in that form or doc and then have that data saved automatically back to the Google sheet before invoice creation?
Hello! You should be able to update the currency in the code here gist.github.com/automagictv/48bc3dd1bc785601422e80b2de98359e#file-automatic_invoice-gs-L6 Once that's done you can save and rerun.
I tried to adjust the appscript to indicate the addition of tax, versus the subtraction of discount with subtotal, but now it adds an additional 0's in the balance. (Ex: $200.00 price, tax 19.95; Total comes to $20019.95. Subtotal $200.00 Tax $19.95 Balance Due $20019.95 Can someone help me fix this issue? Otherwise I find this invoice amazing! Thank you
Unfortunately, I could not make it work because in the script editor, the myFunction/toCurrency drop down has no options like createDocFromForm. So I cannot run this script even thought it looks perfect for what I need. Please advise if possible.
hi, I'd like to find out if I have a Google Sheets (Excel) with some price for a list of products, is it possible if I already have created a Google Forms working as an order taking system for users to input variables (quantity) thereby automating invoice creation and total amount purchased for the user?
Great work. As an educator i want a dicipline form like this that will email and or whats parents directly. With what the learner did with the date of offence. After that it must go to the learners folder for record keeping. All so put all the learners in a folder by week. Is this possible. This will be a game changer in education.
AutomagicTV, the new doc showed up in the correct Drive (yay!), but it's showing all the original template information, not the Form responses. Is there a way to use/modify your code with a template that I created based on (but not using) your template link?
question, IS it possible to grab data from a google sheet and have it sent to a form such as a bill of sale in my case? I would need to data enter into the google sheet and when filles out select a trigger to send it to the bill of sale so it can be printed for customer to sign.
Hi! I am automating a SoW creation process by adding titles and subtitles sections (three per section) but the qty of sections can vary dynamically. I need to put these sections within the doc but I only manage to put them at the beginning of it. Is there a way that the script can read and interpret the text through a "flag" or "placeholder"?
Thank you so much for the great explanation. May I ask you how can I make the invoice-Nr to do the count by itself. i meant that the invoice-nr starts with 0 and counts +1 every time
This is great. I'm having an issue with the format of how dates and times are populating the doc. Dates look like Sat Dec 30 2023 (when I want them to be MM/DD/YYYY). Time is populating with 08:32:11 GMT-500 (Eastern Standard Time), when I want them to look like 8:32 AM. Can you help me?
Best video I've found as a beginner. I am having trouble, in Apps Script the only function option is MyFunction, not createdocfromform. Is there something I need to do to make this accessible?
Hi, thanks for this video.. I believe I did everything correctly, but where do we link that specific form to the invoice template? When I submit the form, the answers go to the responses spreadsheet but no new invoice is created with that info..
woahh!!! Thank you ! Is it possible to put the same invoice (customer) data into multiple templates? Is is possible to trigger it without filling a form, for example with a ticked checkbox in a cell? Than you!
Would like to get on a call to fix the script specifically for me. I do not need the Company Name and Street Address. Also want to change the currency to Indian Rupees (INR or ₹) . Could you help please?
What if we want to increase or decrease the items in invoice dynamically can we do that in form or atleast if the details are not filled in the form then the empty row should also not display there in the pdf
Gee, thanks for this wonderful video. However, i've already my google form and have collected the orders in a google sheet. How can I use your script to generate from the already populated google sheet? Appreciate your help. Thanks a zillion.
I just created a template in sheets and tried to launch with same script, but unfortunately unsuccessful. Is there any possibility to create a script for sheets template?
This is great. But if I need to have two prices say materials and labour then I need to add them together for a sub total on multiple lines would it work with the same code?
Unfortunately, things broke down for me in the spreadsheet. Creating sheet worked as described, but I don't see any options for scripting within the "Tools" menu. I tried searching for scripts etc. using the help menu. I'll keep poking around to see if I'm just doing something dumb, but I did get an "A" in my Data management course for my Masters program at Berklee :) so hmm... not sure if Google changed things for me. I chose not to add the "discount" line item because I don't normally give discounts, but instead allow my clients unlimited free revisions for the music I create for them :) Please let me know how to troubleshoot. I can punt and just use a copy of your template to send my invoice to Disney Records without any of the automation. I was previously using quickbooks to generate invoices, but am changing to a new accounting platform and It would be spiffy to get this automated form working for future projects. Thanks for all your time and effort.
I'm going to start from scratch, I had jumped ahead and did a few simple things before watching this video, such as simply typing my company name and address in at the top of the form and changing the font size for Business Name so it wouldn't wrap. Perhaps I messed something up there- Starting over now :) Practice makes perfect right? I play several musical instruments and repetition is the key to mastery ;}
Thank you, very informative. Is there any way to create a cart from from Google Forms? I have 3 options on the form Option 1 - $5, Option 2 - $5, Option 3 - $7... It can only be selected once but they must select one or the options. and I will like the value to show in the summary or confirmation email.
Hi Just a question, if I am to add more items, how do I do that? I add adding more items in the form but on the invoice generated, only those 5 items were shown. But on the responses, I have all 10 items. Hope you can help :)
Hello and thank you for the information. I have a Google Sheets estimating tool that I built and would like to have the information in a form format to present to the client. Is this function possible?
hello, i just wanna ask if the script code provided on your description is I can used to all kind of automation that I can do? Or this script code is for only automation like what shown in the video? It's my first time watch a tutorial like this, hoping for your answer
I have a template file for my invoice with a table with sample row, but I want to add more rows dynamically based on a given array size, and write the cells values from the array... I've been struggling for almost 3 days now. Is there any easy way to accomplish that?
Thank you this was super insightful! Could you also make a version where you are the one that fills out the invoice and sends it off to clients already filled out for them? And in the way that when you input the prices they still calculate themselves at the end for you too? Thank you!
Thanks. I was able to make it work - BUT one issue - The Subtotal is not showing right ; instead of $10+$10 = $20 the subtotal s showing as $1010 ; How do I fix this. TIA.
once i got to the code part, everything went wrong. i see this was made about 2yrs ago so im not sure if that changes things but i cant add in the url ID's at all into the coding page
Great content-thanks! Would you know what the script edit would look to factor in tax? I'm thinking of just making the calculations manually then adding it as a line-item as a workaround. in all, this was tremendously helpful. 🙂
I'm still in awe behind how this really did come out perfectly for me....thank you for your time spent making this video.
please can you help m to know how to past the script code ?
i pasted but nothing come out
Thank you, Worked well for me, I had to change the currency symbol from dollar to Indian rupee by changing the constant, it worked well for me.
Can you explain in detail how to do currency change?
@@alanaheaney2000 I just replaced the currency symbol in the apps script, under design edits you can see Const currency as $ in the third line, just replace it with your currency symbol. that's it, hope this helps you.
in the app script part the third line down just change the $ sign to your currency .. at least that workled for me, Then de bug that line. @@alanaheaney2000
Very helpful and appears pretty straightforward. Will be adopting this tonight. Thank you for sharing.
Thank you for sharing your knowledge! more videos and tutorials about automation like this
Thank you for this, I have managed to adjust it to be both my invoice and now a quote form too, it took me a little figuring out but both work perfectly now. Thanks for the really helpful video and additional info in the description. (Australia based)
Lol. It's true when you said don't get scared about coding. I was really procrastinating to learn this because of the Apps Script part.
Absolutely fantastic video!!!!! thanks very much for sharing. I subscribed after the first 2min :). Ps at 06:10 I couldn't find Script editor "App script" under the Tools Tab drop down list in my Google sheets, might be a google update...I found it under the Extensions Tab so I was able to follow along. thanks once again!
The best tutorial on automatic template creation.
@Automagic Thank you very much for this, it help a lot
Brilliant work.. amazed me.. You explained it easily.. The best video 2022
what is the script code
It's really magic! It makes it seem so easy to follow. Thanks
OK this is sort of cool... noticed the Blank rows still had a 0,00$ value so I guess it needs some tweaking or simply deleting the lines... I was hoping for a Sheets solution to the problem where you fill in the data in a sheet and use that to propagate the invoice and then print as .pdf and send the invoice. But there's a lot of this which is good. I'll SUBSCRIBE and head off to find similar content on your channel
Great tutorial, very easy to follow, nice and simple for a beginner
Brilliant. This all works for me. Well done, Thanks
Thank you very much on this tutorial!
May I ask that in 11:00 there are 3 rows with $0.00 that looks redundant, any method to make it blank? Thanks in advance!
Did you find a way for this?
When I try to select the function I want to run (7:45 in your video) I don't have that drop down list of options. Instead, I have just one option which says MyFunction. Have I done something wrong before this?
Hey there, its awesome video i made it for my own little company... Thank you very much for the learning video...
This is a great vid. So I have about 4 or 5 regular clients who I invoice regularly. Is it possible to adapt this so that when it comes to enter the client's details, rather than have to type in first name, last name, address etc, I can just type "Bob" and all of Bob's details will be auto-filled? Or maybe just choose the client from a drop down with their details pre-loaded?
Thanks a lot! Looking forward to your new contents / videos.
Thanks man. You're a star. Awesome video well presented. Kudos.
for some reason I do not have the option to select "createDocFromForm". My only option is "myFunction". I must have missed something. Will watch video again and update. Very helpful video. I cannot even begin to tell you how useful this is for me.
same thing is happening to me. Any one can help?
@6.23 paste code after removing all text in the form
Wow! This will transform our way if doing business! Thank you so much! I made some small adjustments and made it my quote. I had one question. Do you know a way to add HST tax of 13% tax? Or I could easily adjust the "total Balance" to say "subtotal plus tax"
Thank you - your video is great and very helpful! At the end of the video you mentioned you welcome thoughts/comments/questions - so I'd like to ask about the following: I'm wondering whether issuing invoices could be automated in a way that when I rent office and want to issue a new invoice each month automatically (i.e. every 25th of a month) with new invoice number (+1) with the same parameters - and possibly automatically send to customer (predefined email address)? Thanks a lot.
This is very helpful. Hoping to see more. Thank you.
what is the script code
Thank you so much .. This is exactly what I was looking for.
ARGH! I've been able to follow all the instructions up to about 7:30 minutes into the video. When I click "Debug" I get the following error code: "4:06:50 PM Error An unknown error has occurred, please try again later." Any suggestions? I'm so excited about being able to set up this invoicing system. Would hate to scrap it at this point. Thanks!
Great video. Hardcoding the number of items to 5 is not a realistic use case. The list of items needs to be unbounded. Can the script be modified to use and additional items sheet to populate the list?
Does this set up prevent the creation of duplicate invoice numbers in your records?
To create a payment receipt for each invoice would it be the same way or would it be different to create ?
Is there a way that sales tax could be added as a replacement for discount?
Thank you very much for your video, very explanatory, is there a way that the final result can be sent to print instead of being stored, that is to say that after the submit you open the print option? Thanks
Hey great video, curious how you add the subtotal and total features?
This is amazing. Is there a way that you can have the invoice automatically sent to a designated email once it's generated?
Thank you for the video it was really helpful. I have a question for you. How can I add customer name and address to the form and also remove due date. Thank you
Having an issue at Debug stage- " Execution log
8:59:19 PM Error An unknown error has occurred, please try again later." any updates on script?
Thanks a lot..it was very helpful...
Awesome work!
@ 6:11 (TOOLS - SCRIPT EDITOR) I do not have that option. Script editor doesn't exist - any suggestions would be great !
great stuff beautifully explained! thanks
This is wonderful! How would you change it so that people can order multiple numbers of each product? I sell books. Also can the discount be done in a percentage? Thanks!
I know this is an old video. However is there a way to have the invoice number auto-generate for the next available number? I am trying to make this super easy for someone who doesn't have the greatest computer skills.
Did anyone figure this out?
thank you1 how can you add in product options... ie. colour options and even surcharges on certain options and comment sections for buyer to specify customization such as names to be added to products, etc? Images for each item & option choices as well.
Can the template be used without Forms? Meaning directly pull information from database google sheets into the invoice template and automate the document creation of the invoices?
wow..nice work.. thank you for sharing..
I am trying to simplify my small business workflow, we have two shops in different towns and want to use the Google suite to share all data between the two shops. ideally, we would want to use a google form for initial data entry of customer details and products wanted, then later edit that data in the Google sheet created with either a form which can be linked to a row or a doc linked to a row. simply put is there a way to open a form or doc which relates to one customer, then edit that data in that form or doc and then have that data saved automatically back to the Google sheet before invoice creation?
Thank you for sharing , can I include terms and conditions ?
Hi, how do you change the currency of your price in this form? And if you edit a field, do you have to rerun the entire process?
Hello! You should be able to update the currency in the code here gist.github.com/automagictv/48bc3dd1bc785601422e80b2de98359e#file-automatic_invoice-gs-L6
Once that's done you can save and rerun.
@Automagic What do you do to change discount to tax and how do you get the subtotal and tax to add to the Balance Due?
I tried to adjust the appscript to indicate the addition of tax, versus the subtraction of discount with subtotal, but now it adds an additional 0's in the balance. (Ex: $200.00 price, tax 19.95; Total comes to $20019.95.
Subtotal $200.00
Tax $19.95
Balance Due
$20019.95
Can someone help me fix this issue? Otherwise I find this invoice amazing! Thank you
Big thanks bro!
its really helpful
Unfortunately, I could not make it work because in the script editor, the myFunction/toCurrency drop down has no options like createDocFromForm. So I cannot run this script even thought it looks perfect for what I need. Please advise if possible.
I am encountering the same problem
hi, I'd like to find out if I have a Google Sheets (Excel) with some price for a list of products, is it possible if I already have created a Google Forms working as an order taking system for users to input variables (quantity) thereby automating invoice creation and total amount purchased for the user?
Great video! thanks @automagic. Question, is there a way to automatically send the generated invoice to the email in the form?
Great work.
As an educator i want a dicipline form like this that will email and or whats parents directly. With what the learner did with the date of offence.
After that it must go to the learners folder for record keeping. All so put all the learners in a folder by week.
Is this possible. This will be a game changer in education.
hi. i cant find the document in my drive after i click submit. (10:49)
AutomagicTV, the new doc showed up in the correct Drive (yay!), but it's showing all the original template information, not the Form responses. Is there a way to use/modify your code with a template that I created based on (but not using) your template link?
question, IS it possible to grab data from a google sheet and have it sent to a form such as a bill of sale in my case? I would need to data enter into the google sheet and when filles out select a trigger to send it to the bill of sale so it can be printed for customer to sign.
Is there a way to automate an invoice line item from a database by using a part number in the form?
This video was really useful bro!! We need more videos like this one. Automation on Google apps..
Hi! I am automating a SoW creation process by adding titles and subtitles sections (three per section) but the qty of sections can vary dynamically. I need to put these sections within the doc but I only manage to put them at the beginning of it. Is there a way that the script can read and interpret the text through a "flag" or "placeholder"?
Thank you so much for the great explanation. May I ask you how can I make the invoice-Nr to do the count by itself. i meant that the invoice-nr starts with 0 and counts +1 every time
How would you add ONE MORE STEP at the end of auto invoice creation, and add a required signature for both parties to sign?
This is great. I'm having an issue with the format of how dates and times are populating the doc. Dates look like Sat Dec 30 2023 (when I want them to be MM/DD/YYYY). Time is populating with 08:32:11 GMT-500 (Eastern Standard Time), when I want them to look like 8:32 AM. Can you help me?
Best video I've found as a beginner. I am having trouble, in Apps Script the only function option is MyFunction, not createdocfromform. Is there something I need to do to make this accessible?
Hi, thanks for this video.. I believe I did everything correctly, but where do we link that specific form to the invoice template? When I submit the form, the answers go to the responses spreadsheet but no new invoice is created with that info..
woahh!!! Thank you ! Is it possible to put the same invoice (customer) data into multiple templates? Is is possible to trigger it without filling a form, for example with a ticked checkbox in a cell? Than you!
Would like to get on a call to fix the script specifically for me. I do not need the Company Name and Street Address. Also want to change the currency to Indian Rupees (INR or ₹) . Could you help please?
Great idea. I wish to have the forms on my website where it cN stored to my workspace drive. i am new to the business and needs your advice plz.
Very helpful Thank you so much
What if we want to increase or decrease the items in invoice dynamically can we do that in form or atleast if the details are not filled in the form then the empty row should also not display there in the pdf
Gee, thanks for this wonderful video. However, i've already my google form and have collected the orders in a google sheet. How can I use your script to generate from the already populated google sheet? Appreciate your help. Thanks a zillion.
thank youu bro its works !
Hi, compliment for the tutoria, clear and useful. I would like to know if it’s possible to save the new file even in PDF
I just created a template in sheets and tried to launch with same script, but unfortunately unsuccessful. Is there any possibility to create a script for sheets template?
This is great. But if I need to have two prices say materials and labour then I need to add them together for a sub total on multiple lines would it work with the same code?
Fantastic work brother!!!
Unfortunately, things broke down for me in the spreadsheet. Creating sheet worked as described, but I don't see any options for scripting within the "Tools" menu. I tried searching for scripts etc. using the help menu. I'll keep poking around to see if I'm just doing something dumb, but I did get an "A" in my Data management course for my Masters program at Berklee :) so hmm... not sure if Google changed things for me. I chose not to add the "discount" line item because I don't normally give discounts, but instead allow my clients unlimited free revisions for the music I create for them :) Please let me know how to troubleshoot. I can punt and just use a copy of your template to send my invoice to Disney Records without any of the automation. I was previously using quickbooks to generate invoices, but am changing to a new accounting platform and It would be spiffy to get this automated form working for future projects. Thanks for all your time and effort.
I'm going to start from scratch, I had jumped ahead and did a few simple things before watching this video, such as simply typing my company name and address in at the top of the form and changing the font size for Business Name so it wouldn't wrap. Perhaps I messed something up there- Starting over now :) Practice makes perfect right? I play several musical instruments and repetition is the key to mastery ;}
Thank you, very informative. Is there any way to create a cart from from Google Forms? I have 3 options on the form Option 1 - $5, Option 2 - $5, Option 3 - $7... It can only be selected once but they must select one or the options. and I will like the value to show in the summary or confirmation email.
Hi there, any chance you have a video showing how to do this with the custom Invoice template I created for our business?
Hi Just a question, if I am to add more items, how do I do that? I add adding more items in the form but on the invoice generated, only those 5 items were shown. But on the responses, I have all 10 items. Hope you can help :)
Waiting for more magic. Come back
It didn't show the menue on my macbook named, createDocFromForm only myFunction. Where should I find it?
I would like to include quantity and have that add up with the option to add VAT is this possible?
Do you happen to know how to get the invoice number to update automatically to the next invoice number by chance?
Hello and thank you for the information.
I have a Google Sheets estimating tool that I built and would like to have the information in a form format to present to the client. Is this function possible?
hello, i just wanna ask if the script code provided on your description is I can used to all kind of automation that I can do? Or this script code is for only automation like what shown in the video? It's my first time watch a tutorial like this, hoping for your answer
Great explanation, is there not a function to "add new line" in case there are more than 5 items?
I think that you have to add in Google forms first
I have a template file for my invoice with a table with sample row, but I want to add more rows dynamically based on a given array size, and write the cells values from the array...
I've been struggling for almost 3 days now.
Is there any easy way to accomplish that?
Thank you this was super insightful!
Could you also make a version where you are the one that fills out the invoice and sends it off to clients already filled out for them? And in the way that when you input the prices they still calculate themselves at the end for you too? Thank you!
Hello Author: When adding trigger. The Option on submit does not appear. Is this option been moved. Please help
Absolutely amazing tut
Is there a way to convert number entered in form to text when its put into the invoice? Like USD 5 to Five Dollarsz
Hi, I'm at the stage of debugging and the script prompts me to add a breaking point(debugger)? help please.
Great video, thanks. How do I change company name and address from Automagic and change dollar to pound?
Thanks. I was able to make it work - BUT one issue - The Subtotal is not showing right ; instead of $10+$10 = $20 the subtotal s showing as $1010 ; How do I fix this. TIA.
If we use different Invoice or order template, can the script works the same way?
Can you add drop down multiple choice answer options for different product prices?
What about adding an automated gst/sales tax to it?
once i got to the code part, everything went wrong. i see this was made about 2yrs ago so im not sure if that changes things but i cant add in the url ID's at all into the coding page
How to change the currency symbol in the final print??
Great content-thanks! Would you know what the script edit would look to factor in tax? I'm thinking of just making the calculations manually then adding it as a line-item as a workaround. in all, this was tremendously helpful. 🙂