Скачать или смотреть How to Create an Automated Invoice System using AppSheet – Step-by-Step

🚀 Say goodbye to manual billing!
In this video, I’ll show you how to automate your invoice process using AppSheet so you can save time, reduce errors, and impress your clients with professional, instant invoices.

✅ In this video:
← Create an invoice database in Google Sheets
← Build an AppSheet app connected to your data
← Add automated invoice generation
← Send invoices via email or WhatsApp directly from the app
← Track payment status in real-time

🎯 Best for:
← Small Business Owners
← Freelancers
← Finance & Accounts Teams
← AppSheet Beginners

⚙️ Tools Covered:
← Google Sheets
← AppSheet
← Automation Bots & Workflows

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Timestamp :
00:00 – Introduction
Problems with manual invoices (Excel/Word formats, sending via WhatsApp/Email).
02:30 – Why Automate with Google Sheets + AppSheet
Benefits of using Google Workspace + AppSheet for small businesses.
05:00 – Setting up the Base Sheet
Creating Invoice Table and Invoice Items Table.
09:00 – Using ChatGPT to Generate Sample Tables
How to create sample data (clients, items, events, venues) quickly.
09:59 – Connecting Google Sheets to AppSheet
Creating the first app from Google Sheets.
12:06 – Adding Event Types, Venues, Client Info, and Items Tables
Expanding the schema to support real-world use cases.
17:52 – Customizing AppSheet Tables
Dropdowns, references, client names, event types, and venue linking.
21:21 – Automating Calculations
References, keys, and relationships between tables.
23:23 – Adding New Invoices and Items
Using formulas (Select, Sum) to calculate totals dynamically.
27:57 – Linking Invoice Items with Invoice Table
Testing with live entries (e.g., client Priya Singh, event bookings).
31:08 – Create Action button
32:28 – Setting up Automation in AppSheet
Creating and customizing invoice layout with headers, logos, colors, line items.
40:26 – Designing the PDF Invoice Template
Creating actions (Generate Invoice, Send Invoice), defining events, saving PDFs.
43:11 – Testing the Workflow
Running invoice generation → saving in Google Drive → getting sharable link.
51:30 – Conclusion
Summary, benefits of AppSheet automation, closing notes.

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Docs Link: https://docs.google.com/document/d/1F...
Sheets Link: https://docs.google.com/spreadsheets/...

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Hashtags:
#AppSheet #InvoiceAutomation #NoCode #BusinessAutomation #GoogleSheets #Sheetomatic #AppSheetTutorial