Adam manages an IT support company for homes and small businesses. The company offers services covering hardware and software, as well as phones and networks. They’ll even come to your home to give you a lesson or two.
He used to make their monthly invoices one by one, by copying information that he would enter into a Google spreadsheet as clients’ requirements came in.
Then he discovered Data Merge, and what used to take him an entire afternoon at the end of each month now takes him just 5 minutes.
Data Merge is an add-on from wizy.io that transforms Google Sheets into a document generation and mail merge tool.
Adam makes a template for his invoice on Google Docs once. (You can use the template we have prepared here.) Then, at month’s end, all he has to do is run the add-on from his spreadsheet and Data Merge takes care of filling his invoice template with the details specific to the client.
Because Adam chooses the mail merge option, all the invoices made are automatically sent to their clients as PDF files.
You can get Data Merge here.
Or schedule a free demo with us.