Prior to joining Fit Small Business, Crystalynn was a Senior Learning Specialist at Intuit for 3 years and also ran her own QuickBooks consulting and training business. When Crystalynn isn’t writing or teaching, she enjoys rollerblading in Venice Beach and reading a good book. Saving time saves your business money. An invoice is essentially a bill for goods or services, and the quicker it goes out the sooner you get paid. Smartsheet is a spreadsheet-inspired work management tool with robust collaboration and communication features. Its Google Docs integration and pre-built invoice tracking templates make it even easier to manage customer information, create, send and track multiple invoices at once, and quickly organize the details. If you'd like to try a similar template with a newer look, check out our Simple Invoice with Hours and Rate, or the Billing Invoice template. Create Draft invoices in Unanet using your standard procedures. The invoice should be reviewed for Sales tax requirements before completion of the invoice. PandaTip: Here you should list all the ways that you can be paid. If you accept payment by wire you should include your full bank coordinates as well as the bank’s name and address.