Invoice Template

A V2 version of the simple invoice generator - this scales for people who are regularly sending invoices and want to track that.

Walkthrough of Updates to Doc:

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Original Invoice Template Video:

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This link can't be embedded.⁠

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Original Simple Template:

https://coda.io/@kenny/invoice-template/⁠

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Instructions

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Get Started - Copy Doc

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Change the presentation and style of your invoice here:

Invoice⁠

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Update the logo at the top, change the mailing address, update payment instructions

Add customers here:

Customers⁠

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Add transactions here:

Transactions⁠

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Set up a new invoice here:

Invoices⁠

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Update an invoice by selecting the invoice number using the dropdown in the

Invoice⁠

section.

Export by selecting the three dots next to this document title and either printing or exporting as a PDF.

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Try clicking the ⋯ next to your doc name or using a keyboard shortcut (

CtrlP

) instead.