Finance Tool - How to Install
Important: Use Google Chrome
During this installation it's important you use the Chrome browser.
If you do not have Chrome installed you can download it here: www.google.com/chrome/
After this installation you can use any browser.
Before: Sign in
Make sure you have a Google account and are signed in.
If you don't have an account you can make one here: accounts.google.com/SignUp
Step 1: Download
On this page you can find the two files:
By setting up this tool, you agree to the Terms of Service.
Wait 30 seconds for the copying to complete and the files are now part of your drive.
Step 2: Connect the Doc to the Sheet.
In the left menu
Once the file is open
Now go back to
In the bottom
Now refresh the page.
Step 4: Authorize
In the top menu
Now in the top menu
Now a prompt will appear,
In the first list
In the second list
In the third list
Now a prompt will appear saying: Authorization required.
This is needed to allow the finance sheet to connect to the invoice doc.
This script will never send information to 3rd parties or try to access other files.
Now a warning will appear.
In the bottom
Next scroll down and
Now a prompt will apear asking permission for this script:
What permissions you are granting? find out.
Step 5: Test
And in the
Wait 30 sec.
Now open the
Step 6: Add Logo
Make sure you have a logo with a white or transparent background on your computer.
The file will automatically save.
Step 7: Add Signature
Make sure you have a signature with a white or transparent background on your computer.
Now when you send a final notice or a bill with late fee it will have your signature.
Step 8: Add Company Info
In the tab you can add your company info.
This will all appear when you create an invoice.
You can adjust all the text that doesn't have a black background.
Step 9: Other Customization
You can also translate, adjust the tax-rate and the currency. For more information visit How to use.