Set up invoicing that runs on its own: this prompt kit gives you a Google Sheets invoice structure with working formulas and step-by-step instructions for connecting Zapier or Make.
What you get
- A sheet structure with tab names and, for each tab, the columns, data types and example values
- Exact Google Sheets formulas for invoice number, line totals, subtotal, tax, total, due date, status and days overdue
- A printable invoice tab that pulls one invoice by number, ready to export as PDF
- Numbered Zapier or Make steps naming each trigger, action and field mapping, including emailing the PDF
- A method for recurring invoices on a schedule without duplicates
- A checklist of common invoice fields for your country or state to confirm with an accountant
Who it's for
Business owners at an intermediate level who bill often and want less manual work. No coding is needed, but you connect Zapier or Make yourself; the AI gives you the structure and the exact steps.
Works with Claude, ChatGPT and other AI chats.
Not tax or accounting advice. Check your local invoicing rules with an accountant or your tax authority.