Part 2—Invoice Billing CRM BootCamp Series | Apps Script, UI Basics, Template & Email Automation

Welcome to Part 2 of the Invoice Billing CRM Series! In this episode, we focus on the core automation engine behind the CRM — using Google Apps Script to generate invoices, structure UI menus, map template placeholders, and send automated emails with PDF attachments. 📌 GitHub Script: https://github.com/manojkaradia/Googl... 🎯 What’s Covered in Part 2 1️⃣ Google Apps Script Setup for Invoice Automation Creating the main Apps Script file Connecting Google Sheets, Google Docs & Drive Establishing the foundation for CRM modules 2️⃣ Understanding Key Concepts We break down essential terminology used throughout the project: UI / Menus / Menu Items Spreadsheet vs Sheet vs Range Google Drive IDs (Folder, Template Doc, Output Files) How these components interact for CRM automation 3️⃣ Invoice Template Mapping Deep dive into the Invoice Google Doc Template Identifying & replacing placeholders (Client, Date, Invoice No., Items, Amount, GST, Totals) Mapping sheet data dynamically using Apps Script Building a fully automated merge system 4️⃣ Index Values & Data Retrieval Understanding indexes for row/column access Fetching correct client, goods, and price rows Populating multi-item invoice tables automatically 5️⃣ Saving Statements & appendRow() Saving invoice records into the Statement sheet Using appendRow() for organized and scalable data entries Maintaining financial history for future reporting 6️⃣ Email Invoice as PDF Generating a PDF version of the invoice Sending automated invoice emails to clients Custom subject lines & dynamic email body Professional, hands-free billing automation 💡 After This Video, You’ll Be Able To: Automate invoice creation from a template Map Google Sheets data into Google Docs Build custom UI menus in Apps Script Email invoices as PDFs automatically Save statements for tracking & reports 📌 Real-World Use Cases This module supports powerful automation scenarios such as: 🧾 Business & Accounting Auto-generating client invoices Maintaining consistent, error-free billing Automating invoice delivery to clients 🏫 Educational & Training Institutes Issuing fee receipts Billing for courses, classes, or workshops 🏬 Small Businesses / Freelancers Service-based billing (consulting, coaching, development) Product-based invoicing with multiple items 📦 Agencies & Service Providers Monthly retainer invoicing Project-based billing with automated statements 📚 Internal Company Workflows Departmental billing Automated purchasing documentation Smooth finance record-keeping 📌 Part 1 Video Link:    • Part 1 —Invoice Billing CRM BootCamp Serie...   Reach out to [email protected] for CRM related queries. #billingcourse #invoice #invoiceprocessing #invoiceautomation #invoices #invoicegenerator #invoicemanagement #invoicing #bills #crm #crmsolutions #google #googlesheets #googlecrm #opensource #opensourcesoftware #openworld #managementsoftware #businesssoftware #crmtraining #softwaredeveloper #softwaredevelopment #exceltricks #sheets #sheet #manager #logic #generatedcontent #freematerial #freesoftwares #freefire #free #printing #printer #smallbusiness #sme #smentertainment #smallbusinessowner #smallbusinessideas #softwareengineer #softskills #softskill #softskillsdevelopment #softskillstrainer #softskillstraining #tools #system