Automating Invoicing using Google Spreadsheet and Wesley AI

Why use Google Spreadsheet for invoicing?

1. Multiple invoicing needed due to complex business requirements
2. Accounting Softwares does not support templates that is customizable enough

How to Automate Invoicing using Google Spreadsheet and Wesley AI

Idea is to set the template and then re-use it over and over again so you don’t have to type all the data into Spreadsheet

1. Access Wesley AI Here

2. Click Create Invoices
3. Connect your Google Sheet in templates page

You can also use templates we have if you don’t have one


4. Choose Spreadsheet tab that has your template

5. Adjust area where values should be dynamic

Mark fields where receipts / purchase order data should be at

AI will automatically mark fields for you so you don’t start from scratch


6. Start uploading Receipts / Purchase Orders in invoices page

7. Click Sync to Google Sheets and check your new invoice in Google Spreadsheet!

If you run into any issues, you can contact us at support@wesley-ai.co or chat with us using the support chat.

On this page

• Why use Google Spreadsheet for invoicing?
• How to Automate Invoicing using Google Spreadsheet and Wesley AI