How to Create an Invoice in Google Docs: Step-by-Step Guide


Matthew Burleigh

Creating an invoice in Google Docs is a simple process that anyone can master. With just a few clicks, you can generate a professional-looking invoice that’s ready to be sent to your clients. It involves choosing a template, customizing it with your business details, and sharing it with your customer.

Step by Step Tutorial: How to Create an Invoice in Google Docs

Let’s dive into how to create a slick invoice using Google Docs. This step-by-step guide will walk you through the process from start to finish.

Step 1: Open Google Docs

Open Google Docs and log in with your Google account.

When you log into Google Docs, you’ll find yourself on the homepage where you can access all your documents. From here, you’ll be able to start the process of creating your invoice.

Step 2: Choose an Invoice Template

Click on ‘Template Gallery’ and select an invoice template that suits your needs.

Google Docs offers a variety of templates, including several for invoicing. Choose one that fits your brand and the type of service or products you offer.

Step 3: Customize the Invoice

Customize the template with your business details, client information, and the items you’re billing for.

This step is crucial as it involves personalizing the invoice. Make sure to input your business name, contact information, and logo if you have one. Also, fill in your client’s details and the specific items they’re being billed for, including the price and quantity.

Step 4: Review the Invoice

Review the invoice to make sure all the information is correct and that it looks professional.

Take a moment to double-check the details. Ensure there are no typos or errors and that the layout looks clean and professional.

Step 5: Share the Invoice

Once you’re satisfied with the invoice, you can share it directly with your client via email or download it as a PDF.

Google Docs allows you to share documents via email, or you can download the invoice to your computer and send it as an attachment.

After completing these steps, you’ll have a professional invoice ready to be sent to your client. They’ll be able to view the invoice and make a payment based on the information you’ve provided.

Tips for Creating an Invoice in Google Docs

  • Always double-check your figures to avoid errors.
  • Customize the template to match your brand by adding your logo and using your business colors.
  • Consider adding terms and conditions at the bottom of the invoice for clarity.
  • Set up your payment methods and include clear instructions on how your client can pay.
  • Keep a copy of each invoice for your records.

Frequently Asked Questions

Can I save my invoice template for future use?

Yes, once you’ve customized a template, you can save it in your Google Docs for future invoicing.

Is it possible to track if the client has viewed the invoice?

Google Docs does not offer a direct way to track if the invoice has been viewed, but you can use third-party tools or simply ask the client to confirm receipt.

Can I set up recurring invoices in Google Docs?

Google Docs does not have a feature for setting up recurring invoices. However, you can manually duplicate your invoice and send it at set intervals.

How secure is Google Docs for storing invoices?

Google Docs is quite secure, offering several layers of security. However, it’s always a good practice to keep your sensitive information secure.

Can I add taxes and discounts on my Google Docs invoice?

Yes, you can manually calculate and add any taxes or discounts to your invoice before sending it to the client.


  1. Open Google Docs.
  2. Choose an invoice template.
  3. Customize the template with your details.
  4. Review the invoice.
  5. Share the invoice with your client.


Crafting an invoice in Google Docs is a breeze once you know the steps. Remember, invoicing is more than just a formal request for payment; it reflects on your business’s professionalism and attention to detail. Ensure you choose a template that aligns with your brand, accurately fill in all the necessary details, and review it thoroughly to maintain a high standard. With these skills under your belt, you’ll be able to streamline your billing process, leaving you more time to focus on growing your business. Keep experimenting with different templates and customization options to find what works best for you and your clients. Good luck, and happy invoicing!

Matthew Burleigh

Matthew Burleigh has been writing tech content online for more than ten years. He enjoys writing about Google Docs in addition to many other applications and devices and has cumulatively covered Google’s word-processing application in hundreds of different articles.

He has been published on dozens of popular websites, and his works have accumulated millions of pageviews.
While focused primarily on tutorials and guides for popular electronics like the iPhone and iPad, as well as common applications like Microsoft Word, Powerpoint, and Excel, he covers topics across the entire technology spectrum.

You can read his bio here.

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