@@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)
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.
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!
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.
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!
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?
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
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?
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.
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..
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"
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 :)
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"?
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?
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.
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.
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!
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?
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?
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?
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
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.
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.
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.
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?
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?
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?
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
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?
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?
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.
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
My Google Form contains a question in multiple check box format so that translates to it inputting the column title to "Example [1st choice]" in Google Sheets. How do I put in the var function since it doesn't recognize the brackets and also because I can't change the titles for the columns in Sheets? Thanks in advance!
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 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
Hi Automagic, thanks for the video it is great just what I needed. 1 little issue, the spreadsheet populates fine. The invoice template does not, the only part in the video I could not follow was where you clicked "my function " and it revealed a dropdown menu "create doc from form". I do not have this choice my dropdown only includes "my function". Have you any idea what may be the issue. Many thanks, Tony.
Make sure you copy and pasted the script from the github link into your apps script editor. That function was one that I defined. The "my function" is default.
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
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?
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 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!
Is there something wrong with line 100 ? every time i hit debug it highlights line 100 and when i proceed the document always fails with an error message "cannot read property ' getLastRow' of null.
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.. I have added all the scripts as directed by your video.. But when i submit form file gets generated but the variables dont get changed.. Request if 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?
Thanks so much for this! I have managed to tweak it and is helping me massively. I do have two tiny questions however if you would be so kind as to help with them... Is there any way at all that you can change the "description1" and "price1" fields to something a bit more customisable for the Google Form? Also, i have noticed something very strange in that the Invoice Date seems to always appear a day earlier than the date i have used. EG if i input 01/02/2022 - it will appear as 31/01/2022 on the invoice. Very odd, but i hope you can help!
You should be able to change the variable names to anything you want as long as you make the change on the doc template, form and in the code. As for the date.. that is strange! I wonder if it has something to do with the time zone settings vs. when the script is executing? Or maybe some date formatting? I can't actually reproduce the issue on my end so I'm not sure what's causing it.
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
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.
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)
The best tutorial on automatic template creation.
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
Is there a way that sales tax could be added as a replacement for discount?
Great tutorial, very easy to follow, nice and simple for a beginner
Brilliant. This all works for me. Well done, Thanks
Hey there, its awesome video i made it for my own little company... Thank you very much for the learning video...
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
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!
@Automagic Thank you very much for this, it help a lot
This video was really useful bro!! We need more videos like this one. Automation on Google apps..
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
Thanks man. You're a star. Awesome video well presented. Kudos.
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!
hi. i cant find the document in my drive after i click submit. (10:49)
This is very helpful. Hoping to see more. Thank you.
what is the script code
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?
Thanks a lot! Looking forward to your new contents / videos.
Hey great video, curious how you add the subtotal and total features?
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
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?
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?
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?
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..
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"
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 :)
How to change the currency symbol in the final print??
@ 6:11 (TOOLS - SCRIPT EDITOR) I do not have that option. Script editor doesn't exist - any suggestions would be great !
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"?
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?
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.
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 you so much .. This is exactly what I was looking for.
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!
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?
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?
Great video! thanks @automagic. Question, is there a way to automatically send the generated invoice to the email in the form?
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?
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
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.
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.
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 sharing , can I include terms and conditions ?
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.
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?
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?
how do you do that for nominal numbers there are separators with commas or dots?
Fantastic work brother!!!
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?
If we use different Invoice or order template, can the script works the same way?
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
How would you add ONE MORE STEP at the end of auto invoice creation, and add a required signature for both parties to sign?
great stuff beautifully explained! thanks
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
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?
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?
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 you add drop down multiple choice answer options for different product prices?
I have difficult with adding discount options,price, & seeing script showing excel attachments.
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
Big thanks bro!
its really helpful
My Google Form contains a question in multiple check box format so that translates to it inputting the column title to "Example [1st choice]" in Google Sheets. How do I put in the var function since it doesn't recognize the brackets and also because I can't change the titles for the columns in Sheets? Thanks in advance!
I would like to include quantity and have that add up with the option to add VAT is this 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
@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
Hi Automagic, thanks for the video it is great just what I needed. 1 little issue, the spreadsheet populates fine. The invoice template does not, the only part in the video I could not follow was where you clicked "my function " and it revealed a dropdown menu "create doc from form". I do not have this choice my dropdown only includes "my function". Have you any idea what may be the issue. Many thanks, Tony.
Make sure you copy and pasted the script from the github link into your apps script editor. That function was one that I defined. The "my function" is default.
I deleted the myFunction at the top and then delete the vary last bracket at the end of the script. Then all the function options were available
@@AutomagicTV I have done that but still only have 'my function'
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
It didn't show the menue on my macbook named, createDocFromForm only myFunction. Where should I find it?
Hello! May I ask how I can send the receipt (docs) to the one who answered the form automatically? I’m really hoping for your answer
I have the same question, but also as a pdf sent to the form-filler. I wish we get an answer. It will be very helpful and a complete Automation.
@@muhammadaleemkhan4011hoping for an answer on this too!
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
Why does my sheet, after I click on responses and create new sheet for the form, not show script editor? Did I do something wrong?
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?
Script editor not available, suggestions?
Is there a way to automate an invoice line item from a database by using a part number in the form?
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?
IN THE END OF THE WHOLE EXERCISE THERE WAS NO SUBMIT BUTTON ON THE FORM?
Hello Author: When adding trigger. The Option on submit does not appear. Is this option been moved. Please help
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!
Is there something wrong with line 100 ? every time i hit debug it highlights line 100 and when i proceed the document always fails with an error message "cannot read property ' getLastRow' of null.
Please Automagic,
What will be the regular expression pattern for an 11 digit local phone number?
Thanks.
Hi there, any chance you have a video showing how to do this with the custom Invoice template I created for our business?
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!
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.
Hello.. I have added all the scripts as directed by your video.. But when i submit form file gets generated but the variables dont get changed.. Request if 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?
I can't find the script under tools in my google sheet
A very valuable video. May I know if I have to add the Facebook profile link to the google form, how to write the regular expression for it?
Thanks so much for this!
I have managed to tweak it and is helping me massively. I do have two tiny questions however if you would be so kind as to help with them...
Is there any way at all that you can change the "description1" and "price1" fields to something a bit more customisable for the Google Form?
Also, i have noticed something very strange in that the Invoice Date seems to always appear a day earlier than the date i have used. EG if i input 01/02/2022 - it will appear as 31/01/2022 on the invoice. Very odd, but i hope you can help!
You should be able to change the variable names to anything you want as long as you make the change on the doc template, form and in the code. As for the date.. that is strange! I wonder if it has something to do with the time zone settings vs. when the script is executing? Or maybe some date formatting? I can't actually reproduce the issue on my end so I'm not sure what's causing it.
.
Can't we generate invoice automatic in this Google form instead of writing?
Hey Automagic this code is working for changing the filename, but the {{Company Name}} etc. fields are not getting replaced. Please help
Is it possible to select different invoice template for different entries
What about adding an automated gst/sales tax to it?
I have item list and price to select from in the line items how do I do that?