How It Works

A simple step-by-step guide to mastering your workflow in Sheet2Bill.

The Dashboard 📊

Your mission control center. The dashboard gives you a quick, at-a-glance overview of your freelancing business.

1.

View your most recent briefs and invoices.

2.

See key metrics like your total outstanding balance and what you've earned.

3.

Use the quick-access buttons to create a new client or brief instantly.

Pro Tip: Check your dashboard daily for a 30-second update on your business health.

Managing Clients 👥

This is your digital address book. Keeping your client list organized here makes creating new documents a breeze.

1.

Click on 'Clients' in the left-hand navigation.

2.

Select 'Add New Client' and fill in their details.

3.

Once saved, you can select this client from a dropdown when creating a new brief.

Pro Tip: Add your client's email address to make sharing briefs and invoices seamless later on.

Creating a Brief 📝

A 'Brief' is the heart of the Sheet2Bill workflow. It's a pre-invoice summary of work that you send to your client for approval first.

1.

Navigate to 'Briefs' and click 'Create New Brief'.

2.

Select your client, add all your work items, and save the brief. A public shareable link is instantly created.

3.

To make it secure, find the brief in your list and click 'Edit'. You can then add a password to protect it.

4.

Send the link to your client so they can review and approve it with a single click.

Pro Tip: Getting a brief approved before invoicing is the best way to prevent payment disputes and get paid faster.

Generating an Invoice 📄

This is the final step to getting paid. You can only generate an invoice from a brief that your client has already approved.

1.

Find the approved brief in your list (it will be marked with a green 'Approved' status).

2.

Click the 'Convert to Invoice' button.

3.

That's it! A professional PDF invoice is instantly generated with all the approved details.

4.

You can then download the PDF to send to your client.

Pro Tip: Once an invoice is created from an approved brief, its details are locked. This provides a clear and unchangeable record for both you and your client.

Settings & Customization ✨

Make your documents look professional and reflect your brand.

1.

Go to the 'Settings' page from your user menu.

2.

Fill in your company name, address, and contact information.

3.

Upload your company logo.

Pro Tip: Complete your settings before you create your first brief. Your logo and details will automatically appear on all your documents.

Ready to Get Started?

Now that you know the ropes, head back to your dashboard and create your first client or brief.

Go to Dashboard