Step 1: Open the Invoice Template in Google Sheets

• Download the Google Sheets template or copy it to your Google Drive if it's shared with you.
• Rename the file to something relevant, such as “Invoice_Template_YourCompanyName.”

Step 2: Customize Business Details

• At the top of the sheet:
• Replace "Company Name" with your business name.
• Add your business logo by inserting an image (Insert > Image > Image in Cell).
• Update your business address, contact information (phone number and email), and website.

Step 3: Add Client Information

• In the "Billed To" section:
• Enter your client's name, company name, and address.
• Include any additional client contact details if needed.

Step 4: Input Invoice Details

• Update the invoice fields:
• "Invoice Number" with a unique identifier.
• "Date of Issue" with the current date.
• Update terms (e.g., "Net 30") or payment deadlines in the "Terms" section.

Step 5: Fill Out the Itemized Table

• In the table section:
• Replace "Item Name" with the product or service description.
• Enter the "Unit Cost," "QTY/HR Rate," and "Amount" for each line item.
• Ensure all amounts are calculated automatically if formulas are included.

Step 6: Verify Totals

• Check that the formulas in the "Subtotal," "Discount," "Tax," and "Invoice Total" fields are calculating correctly.
• Update the tax percentage or discount amount, if applicable.

Step 7: Add Payment Instructions

• Include specific payment instructions in the "Notes" or "Terms" section, such as:
• Accepted payment methods (e.g., bank transfer, credit card).
• Account details for wire transfers or online payment links.

Step 8: Save and Share

• Save your completed invoice by duplicating the tab (right-click the tab > Duplicate) to maintain the original as a reusable template.
• Share the completed invoice with your client:
• Export it as a PDF (File > Download > PDF Document).
• Share the Google Sheets link if collaboration or edits are needed.