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

Описание: Welcome to Part 2 of our complete Invoice Billing CRM Development Series!
In this video, we dive deeper into the technical setup and automation logic required to generate invoices dynamically using Google Apps Script.

🎯 What We Cover in Part 2

1️⃣ Apps Script Setup for Invoice Automation
Creating the main Apps Script file
Linking the script with Google Sheets
Structuring the code for upcoming CRM modules

2️⃣ Core UI & Spreadsheet Concepts (Beginner-Friendly)
We simplify the essential terminology used throughout the series:
What is a UI in Apps Script?
Difference between Spreadsheet, Sheet, and Sheet Range
Understanding Menu & Menu Items
How Google Drive IDs (Folder & Document) work
Why these concepts matter for automation

3️⃣ Invoice Document Template Explained
Walking through the Invoice Google Doc Template
Identifying all text placeholders to be replaced (Client details, Invoice No., Date, Items, Totals, GST, etc.)
Preparing dynamic fields for automated data merging
Mapping sheet data to template fields

4️⃣ Index Values & Data Access
Understanding index positions for rows & columns
How we use index values to fetch client, goods, amount, and tax data
Structuring data for error-free auto-population

5️⃣ appendRow() Function
What appendRow() does and when to use it
Adding new invoices, payments, and records to sheets
Ensuring your CRM remains scalable and organized

6️⃣ Email Invoice as PDF to Client
Converting Google Doc invoice into a PDF
Attaching the PDF to an email
Sending automatic, professional invoice emails to clients
Customizing email subject and body

💡 After Watching This Video, You’ll Clearly Understand:
How the Invoice CRM connects Google Sheets, Docs, and Apps Script
How to structure your template and automate text replacement
Basics of UI and scripting components used throughout this CRM
How to email invoices automatically with PDF attachments

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