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Automagic
United States
เข้าร่วมเมื่อ 7 ก.พ. 2021
Learn how to build cool things that save you time (mostly in python).
How to Automate Invoice Creation with Google Sheets, Docs and Forms
Automate invoice (and other document) creation using Google Forms, Sheets and Docs.We’ll use Apps Script to create a workflow that automatically populates a document template using responses from a Google Form.
Template: docs.google.com/document/d/1ZjogMs3I4HhA8OjkopABjaxFL5_i5Li-fv7XU0FDhrM/copy
Google Forms Phone Regular Expression Pattern: \+?\(?\d{2,4}\)?[\d\s-]{3,}
Google Forms Email Regular Expression Pattern: [a-zA-Z0-9_\.\+-]+@[a-zA-Z0-9-]+\.[a-zA-Z0-9-\.]+
Apps Script Code: gist.github.com/automagictv/48bc3dd1bc785601422e80b2de98359e
Template: docs.google.com/document/d/1ZjogMs3I4HhA8OjkopABjaxFL5_i5Li-fv7XU0FDhrM/copy
Google Forms Phone Regular Expression Pattern: \+?\(?\d{2,4}\)?[\d\s-]{3,}
Google Forms Email Regular Expression Pattern: [a-zA-Z0-9_\.\+-]+@[a-zA-Z0-9-]+\.[a-zA-Z0-9-\.]+
Apps Script Code: gist.github.com/automagictv/48bc3dd1bc785601422e80b2de98359e
มุมมอง: 235 811
I know this is an old video. However is there a way to have the invoice number auto-generate for the next available number? I am trying to make this super easy for someone who doesn't have the greatest computer skills.
❤❤❤Thank you.
Best video I've found as a beginner. I am having trouble, in Apps Script the only function option is MyFunction, not createdocfromform. Is there something I need to do to make this accessible?
Hi, can i use my own invoice template?
This is wonderful! How would you change it so that people can order multiple numbers of each product? I sell books. Also can the discount be done in a percentage? Thanks!
Hello Author: When adding trigger. The Option on submit does not appear. Is this option been moved. Please help
Litterally not helpful at all. What the difference in typing the information intho the form instead of typing the information into the template?
I would like to include quantity and have that add up with the option to add VAT is this possible?
I have difficult with adding discount options,price, & seeing script showing excel attachments.
Oh man, not having dynamic field generation on those forms is a bummer. You only have five items but what if you sell 20 different ones? Though I did laugh when you said, "And now to fully automate..." Google Forms has a LONG way to go before it's truly useful for generating forms. It should be renamed to Google Hard Coded Questionnaire.
6:07 there's no Tools -> Script Editor in the menu anymore. Why! Why!?? F'ing google do you think it's OK to change the UI of a perfectly working app???? I had this thing working for years and now my scripts aren't saving because permissions. Arghhhh!!!!! Seriously, how many people get hurt because their sh*t gets stolen vs how many get inconvenienced by some dumba** company that thinks it's ok to reset your password or to remove permissions from something that was perfectly working before. Arghhhh!
heya! i just got this working today. instead of [ Tools > Script Editor ] it's now under [ Extenstions > Apps Script ]
Is there a way to automate an invoice line item from a database by using a part number in the form?
When I hit debug, I just got an error message that says "Exception: Invalid argument: parent.mimeType createDocFromForm @ Code.gs:121". What should I do?
AutomagicTV, the new doc showed up in the correct Drive (yay!), but it's showing all the original template information, not the Form responses. Is there a way to use/modify your code with a template that I created based on (but not using) your template link?
Thank you for sharing , can I include terms and conditions ?
This is a great vid. So I have about 4 or 5 regular clients who I invoice regularly. Is it possible to adapt this so that when it comes to enter the client's details, rather than have to type in first name, last name, address etc, I can just type "Bob" and all of Bob's details will be auto-filled? Or maybe just choose the client from a drop down with their details pre-loaded?
Is there a way to automate a pdf document and send via email?
what is the script code
where is the app script code?
Thank you very much on this tutorial! May I ask that in 11:00 there are 3 rows with $0.00 that looks redundant, any method to make it blank? Thanks in advance!
how can I add tax
thanks so much!
Is there a way to convert number entered in form to text when its put into the invoice? Like USD 5 to Five Dollarsz
Thanks so much. Does anyone have any idea how to change currency from $ to £?
Great video. Hardcoding the number of items to 5 is not a realistic use case. The list of items needs to be unbounded. Can the script be modified to use and additional items sheet to populate the list?
Unfortunately, things broke down for me in the spreadsheet. Creating sheet worked as described, but I don't see any options for scripting within the "Tools" menu. I tried searching for scripts etc. using the help menu. I'll keep poking around to see if I'm just doing something dumb, but I did get an "A" in my Data management course for my Masters program at Berklee :) so hmm... not sure if Google changed things for me. I chose not to add the "discount" line item because I don't normally give discounts, but instead allow my clients unlimited free revisions for the music I create for them :) Please let me know how to troubleshoot. I can punt and just use a copy of your template to send my invoice to Disney Records without any of the automation. I was previously using quickbooks to generate invoices, but am changing to a new accounting platform and It would be spiffy to get this automated form working for future projects. Thanks for all your time and effort.
I'm going to start from scratch, I had jumped ahead and did a few simple things before watching this video, such as simply typing my company name and address in at the top of the form and changing the font size for Business Name so it wouldn't wrap. Perhaps I messed something up there- Starting over now :) Practice makes perfect right? I play several musical instruments and repetition is the key to mastery ;}
Having an issue at Debug stage- " Execution log 8:59:19 PM Error An unknown error has occurred, please try again later." any updates on script?
after trying to save that script i got a syntax error: syntaxerror: Invalid or unexpected token line:115 file: Code.gs this is nerd stuff i just gotta pay someone i think lolol
Hi, I'm at the stage of debugging and the script prompts me to add a breaking point(debugger)? help please.
Do you happen to know how to get the invoice number to update automatically to the next invoice number by chance?
great content
great stuff beautifully explained! thanks
I can't seem to access Apps Script under Extension, it came up with error 400. How can I fix this problem?
👌
i did but document sheet didi to appear ! in sheet data entering is working but in voice sheet did not appear !
Great work. As an educator i want a dicipline form like this that will email and or whats parents directly. With what the learner did with the date of offence. After that it must go to the learners folder for record keeping. All so put all the learners in a folder by week. Is this possible. This will be a game changer in education.
Great tutorial, very easy to follow, nice and simple for a beginner
If we use different Invoice or order template, can the script works the same way?
I failed on the few last steps after numerous attempts. I cannot copy the last link for destination folder and stuff though. I guess I have to stick to the templates or pay someone to have it done for me.
I think the problem might be that all the 3 (Sheet, Doc, Form) documents in your Drive have to be added into a single folder "Automagic Invoice Creation" . then once you are in that folder you can then copy the destination folder address.
What if we want to increase or decrease the items in invoice dynamically can we do that in form or atleast if the details are not filled in the form then the empty row should also not display there in the pdf
Thanks for video everyrhing is perfect till i got to copy - paste of my drive url, it simply says /my-drive . So no url leaves me stuck and cant go any further . Any advice on how to get passed this hurdle ?
The problem might be that all the 3 (Sheet, Doc, Form) documents in your Drive have to be added into a single folder in Drive you can create one "Automagic Invoice Creation" . then once you are in that folder, you can then copy the destination folder address.
Didn’t work for me. Error populating template. Shame
When I try to select the function I want to run (7:45 in your video) I don't have that drop down list of options. Instead, I have just one option which says MyFunction. Have I done something wrong before this?
Does anyone know how to remove the need to send the file? It would be just me doing the input info
How to collect (not by hand) existing data from Google Sheet and put all data to the invoice?
This is great. I'm having an issue with the format of how dates and times are populating the doc. Dates look like Sat Dec 30 2023 (when I want them to be MM/DD/YYYY). Time is populating with 08:32:11 GMT-500 (Eastern Standard Time), when I want them to look like 8:32 AM. Can you help me?
What about adding an automated gst/sales tax to it?
2023 I cannot find CreateDocfromForm . Only have MyFunctions option???
Just need to know how to remove those zeros...
My set up has started outputting blank invoices, anyone else having similar issue?