The Process
Our streamlined process takes care of everything behind the scenes from creating professional invoices to helping you get paid on time so you can focus on running your business. Here is a quick look at how it all comes together.
Getting Started is Easy
Our automation uses Google Sheets, PDF, and Dropbox. You’ll add your invoice details to Google Sheets, and the system instantly creates a professional PDF invoice.
Each invoice is securely stored in Dropbox for easy access and organisation. After that, Gmail sends the completed invoice directly to your customer, keeping the entire process simple and seamless.
Once everything is set up, you’ll receive a personalised Google Sheet. This will be your main workspace for sending invoices.
When you’ve entered all the details and your invoice is ready to go, simply type “Pending” in the Status column within the Google Sheet — and the automation takes care of the rest!
Once status column is marked as “Pending,” the platform automatically:
- Creates an invoice template
- Generate your invoice as a PDF
- Save it securely to your personalised Dropbox
- Send it to your customer via email
When your customer makes a payment, just change the Status in your Google Sheet from “Pending” to “Paid.”
That’s it — the whole process is as easy as:
- Enter your invoice details
- Type “Pending” to send it
- Mark as “Paid” once payment is received
Simple, fast, and completely automated!