Go from Quote to Invoice in 1 click | How to | Google Sheets | No Apps Script or Coding
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- Опубликовано: 2 авг 2024
- How to create a google sheet quote and invoice and automate going from one to the other in one click. No complicated coding, VBA or Apps Script, Just some formulas, including index match, if and dropdowns.
Intro: 0:00
Set up: 0:04
The Database: 1:47
Automate Updates: 4:06
Quote Header: 7:45
Check the look: 10:39
Update Footer: 11:00
Item List: 14:00
Thank you and Next: 14:53
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Missed the first video? Create an automated invoice here: ruclips.net/video/Xd9r2LzLbM/видео.html
Want to learn more ?
FREE templates from our website when you sign up to our newsletter: www.bloomfieldanalysis.com/sting
More videos: ruclips.net/channel/UCyqHAMnFt2yTyYgYsxQMCjQ
No time to learn?
Buy ready made premium templates: etsy.com/shop/bloomfieldanalysis
Thank you so much for your help ! This video helped me do exactly what I needed !
Great to hear - thank you ☺️
THANK YOU SO MUCH!!!THIS IS EXACTLY WHAT I NEEDED!
Awww, thanks ! Glad it’s helped 😊
Love your level explanation. Also, it looks like you may have fairly recently started your channel. So probably is why you haven't had what I would say the one necessary explanation. How should one input all that into the database in the first place? I think it should have an or multiple input forms or user forms if you will. I am much more experienced in Excel than Google Sheets. Excel the input or user input form is something that is easy to make and use. But in Google sheets, I believe it requires script?
Hello! Yes, still pretty new :) I suppose filling in the database depends on how much data you have, and how many people are filling it in. I personally prefer to go for filling it straight in the google sheets but adding protection so people can't f**k it up! But if you want to do the forms approach I think google forms are excellent! And no apps script required! I did a video on how to create a leaderboard using google forms, its obviously not how to fill in an invoice but it shows how they both work together, how easy it is, some watch outs, I think it will be useful, if not, let me know: ruclips.net/video/PryrvvSaNkE/видео.html
I tried adding a Value to the database and then linking the total from the invoice to the data base so i could see the value of the invoice. It failed, any idea why? =INDEX(Invoice!F28,MATCH(Invoice!F12,A:A,0))
unfortunately thats not going to work, you are indexing just one value 'Invoice F28'. When using index you are looking for something in a table (row or column) then then finding the specific value with match. If you only want the value in Invoice F28, then a single = will do that. But I dont think thats what you want. If I'm understanding you correctly, you want the total in your database column, for every invoice, not just the one selected on the invoice tab? Unfortunately, you can only see the total when you've selected the invoice number. So you can't read them all at once. The best thing to do is to calculate the total in the database, rather than in the invoice. Or, you can create apps script that runs through all the invoice numbers and adds their total to the right column. You dont want to manually copy and paste them over! I can have a think and a play, to see if theres a way to do this quickly... Am I understanding what you want tho?
@@bloomfieldanalysis Wow thank you! Yes that is exactly it. Then I could hand a list of the database to my book keeper when tax time comes if the value of the invoice is included.
@@user-dm4vs7bx2e Definitely something I was thinking of too! I can feel another video coming 😊🐝
Do you have a template where I can copy and paste and create my own?
Hi! You can download lots of templates on bloomfieldanalysis.com/sting :)