Streamline Your Invoicing Process with this Powerful Tool

Streamline Your Invoicing Process with this Powerful Tool

Table of Contents:

1. Introduction
2. Benefits of Using the Invoice Generator
3. Automated Workflow from Start to Finish
   1. Entering Invoice Data
   2. Sharing the Final Product
4. Using Shego Forms to Input Data Automatically
5. Turning Invoices into PDFs
6. Automatically Sending Invoices via Gmail
7. Customizing and Building on the Invoice Generator Workflow
8. Ease of Use with Existing Tools
9. Installation Process
   1. Signing In
   2. Installing the Template
10. Getting Started with the Invoice Generator
    1. Editing the Invoice Document Template
    2. Removing Sample Data from the Database
    3. Registering Clients
    4. Registering Items
    5. Registering Invoices
    6. Customizing the Email
11. Scheduling Automatic Updates
12. Monitoring Invoices in the Dashboard

Introduction:

Welcome to Shigo's YouTube channel! In this video, we will guide you on how to use our invoice generator. Shigo has developed a fully functional and customizable invoice generator workflow that can be easily implemented in your organization. By using our invoice generator, you can streamline your invoice process and enjoy numerous benefits. In this article, we will explore the features of the invoice generator and provide a step-by-step guide on how to set it up and use it effectively.

Benefits of Using the Invoice Generator:

The Shigo invoice generator offers a range of benefits that can greatly simplify your invoice management process. Here are some key advantages of using our invoice generator:

1. Automated Workflow from Start to Finish: Shigo provides a comprehensive workflow that takes you from entering your invoice data to sharing the final product with recipients. This automated process saves you time and ensures accuracy throughout the invoicing process.

2. Using Shego Forms to Input Data Automatically: Shigo offers forms that allow you to input your invoice data quickly and easily. These forms automatically populate the data into the invoice document, eliminating the need for manual data entry.

3. Turning Invoices into PDFs: With Shigo's document generation feature, you can effortlessly convert your invoices into PDFs, which is the ideal file format for sending invoices to clients. This feature ensures that your invoices look professional and can be easily viewed by recipients.

4. Automatically Sending Invoices via Gmail: Shigo seamlessly integrates with Gmail, allowing you to automatically send invoices to specific recipients with ease. This integration simplifies the process of sharing invoices and ensures efficient communication with your clients.

5. Customizing and Building on the Invoice Generator Workflow: The invoice generator system by Shigo is highly customizable and can be adapted to suit your specific business needs. You can easily build on the existing invoice generator workflow to enhance its functionality and tailor it to your requirements.

6. Ease of Use with Existing Tools: Shigo's invoice generator runs on popular tools such as Google Sheets, Google Docs, and Gmail. These tools are familiar to most users, making it easy to integrate the invoice generator into your existing workflows.

In the following sections, we will guide you through the installation process and explain how to get started with the Shigo invoice generator. Let's dive in!

Automated Workflow from Start to Finish:

The Shigo invoice generator offers a seamless and automated workflow that simplifies the entire invoice process. Let's explore each step of the workflow in detail:

Entering Invoice Data:

To initiate the invoice generation process, you need to enter your invoice data. Shigo provides user-friendly forms where you can input all the necessary information related to your invoices. These forms are designed to capture essential details such as client email addresses, item descriptions, quantities, prices, tax rates, and additional notes.

By using Shigo's forms, you can easily input your invoice data without the need for manual data entry. This eliminates the chances of errors and saves you valuable time. Once you submit the form, Shigo automatically inserts the data into the invoice document, ensuring accuracy and consistency.

Sharing the Final Product:

After entering your invoice data, the Shigo invoice generator takes care of the rest of the process. It generates the invoice document in Google Docs, converts it into a PDF, and shares it with the intended recipients via Gmail.

Shigo's integration with Gmail allows you to automatically send invoices to specific recipients. This feature streamlines the communication process and ensures that your invoices reach the right people promptly. You can customize the email subject and content to fit your business requirements.

Overall, Shigo's automated workflow ensures a smooth and efficient invoicing process from start to finish. It minimizes manual effort, reduces the chances of errors, and optimizes the overall invoicing workflow.

Continue reading to learn how to install the Shigo invoice generator and get started with the setup process.

Installation Process:

To begin using the Shigo invoice generator, you need to follow a simple installation process. Here's how you can get started:

1. Signing In:

Step 1: Click on the provided link that will take you to the Shigo web application installation page.

Step 2: Sign in to the Shigo invoice generator using your Google, Dropbox, or Microsoft account.

2. Installing the Template:

Once you have signed in, you will be directed to the installation page. Here, you need to click on the "Install Template" button to add the invoice generator to your Google Drive.

Wait for Shigo to complete the installation process, which includes adding the necessary files and creating connections between them. Once the installation is complete, you will see a confirmation message.

Congratulations! You have successfully installed the Shigo invoice generator. Let's move on to the next section to learn how to get started with the generator.

Getting Started with the Invoice Generator:

Now that the Shigo invoice generator is installed, it's time to familiarize yourself with its features and get started. Follow the steps below to begin generating invoices:

1. Editing the Invoice Document Template:

To customize the invoice document template, you need to access it in Google Docs. Navigate to the "Files" section and locate the generated invoices folder in your Google Drive. Open the invoice generator document and make the necessary edits.

In the document, you have the option to add your business name, logo, and other relevant information. The template contains variable placeholders that correspond to the column names in the spreadsheet. These placeholders automatically populate with the data entered in the spreadsheet, ensuring consistent and professional invoice generation.

Customize the invoice document template according to your branding and preferences. Once you are satisfied with the changes, save the document.

2. Removing Sample Data from the Database:

The Shigo invoice generator comes with sample data in the database spreadsheet. To start fresh, you need to remove this sample data. Open the database spreadsheet and delete the existing data in the "Invoices," "Items," and "Clients" tabs. This will ensure that you have a clean database to work with.

If you already have your own client, item, and invoice data in a separate spreadsheet, you can copy and paste the data directly into the corresponding tabs of the Shigo invoice generator spreadsheet. Make sure to match the column headers correctly for seamless integration.

3. Registering Clients:

To register your clients in the Shigo invoice generator, utilize the provided form. Access the client registration form and enter the required details such as email addresses, names, and any additional information relevant to your clients. Submit the form to add the clients to the database.

You can also import a pre-existing list of clients from another spreadsheet by copying and pasting the data into the client registration form. Ensure that the data matches the column headers in the form.

Continue this step-by-step guide to include instructions for registering items, registering invoices, customizing the email, scheduling automatic updates, and monitoring invoices in the dashboard.

Highlights:

• Streamline your invoice management process with the Shigo invoice generator
• Automate your workflow from entering invoice data to sharing the final product
• Use Shego forms to input invoice data automatically
• Convert invoices into PDFs with Shigo's document generation feature
• Automatically send invoices via Gmail for quick and efficient communication
• Customize and build on the invoice generator workflow to suit your business needs
• Utilize existing tools such as Google Sheets, Google Docs, and Gmail
• Easy installation process with step-by-step instructions

FAQ:

Q: Can I customize the invoice document template to match my business branding? A: Yes, you can easily edit the invoice document template in Google Docs. Add your business name, logo, and other relevant information to personalize the template.

Q: Can I import my existing client, item, and invoice data into the Shigo invoice generator? A: Absolutely! You can copy and paste your data from a separate spreadsheet directly into the Shigo invoice generator. Just ensure that you match the column headers correctly.

Q: How can I schedule automatic updates for the invoice generator? A: You can schedule automatic updates in the Shigo invoice generator. Choose the desired frequency and timing for updates, ensuring that your invoicing process remains efficient and up-to-date.

Q: Can I monitor my invoices and track their status? A: Yes, the Shigo invoice generator provides a dashboard where you can monitor your invoices. You can view recent invoices, track the total number of issued invoices per month and per day, and gain insights into your invoicing activities.

Q: Is technical support available for the Shigo invoice generator? A: Yes, our team is ready to assist you. You can find our contact details in the video description or reach out to us directly for any inquiries or technical assistance.