Client Overview: A freelance design agency providing graphic design and branding services to small businesses.
Challenge: The client was manually generating invoices for each project, which was time-consuming and prone to errors, affecting their productivity and professionalism.
Solution:
- Developed a Google Apps Script to automate the invoice generation process.
- Integrated the script with Google Sheets to pull client and project data.
- Created a template in Google Docs for the invoices and set up the script to populate the template with data from Google Sheets.
- Automated the emailing process to send invoices directly to clients once generated.
Results:
- Reduced the time spent on invoice generation by 70%.
- Eliminated errors in invoicing, ensuring accurate billing.
- Improved client satisfaction with timely and professional invoices.
- Allowed the client to focus more on creative work and less on administrative tasks.