D.A.Rudd Ltd

Get in touch

Tel: 0845 094 1617

Fax: 0845 094 1718

Email: Office@DARudd.co.uk

7 Angora Business Park,

Peartree Road,

Stanway,

Colchester,

Essex,

CO3 0AB

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New Contractors Invoice

Invoice Link

Side Note

You will only need to repeat steps 1-6 in the last phase next time. You can also do this all from your phone or tablet. Please download the Google sheets app from the Appstore or Google play store.

Your account may need 24 hours to fully activate before you have full access to all tools.

If you have any problems please let the office know and we can offer a 1 on 1 assistance.

The whole setup will take 15 mins aprox. Then the next time you’re doing this it will only take a few mins as the file will be already there.

Google Account Sign Up

Step 1

Following this link, you must create a Google Account, if you’ve already got one perfect skip to Stage 2.

Link

Step 2

Creating your Google Account by entering your first and last name. The username will be your Email address at Google so please remember this. The password will also need to be something you will remember and must meet their minimum standards. You may notice if a username is already taken it will ask for another one.

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Step 3

This is more information for the Google Account, most of this is optional and not needed you need to put your Date of Birth in for security otherwise the other fields are not required but may help in recovering your account if you were to ever forget your password.

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Step 4

Privacy and Terms, as of 2009 you must agree to the Terms and conditions of Google. So, by ticking the two boxes you now have a Google account. You can now Start the Next stage.

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Google Sheets

Step 1

You will now be brought to this screen; it will ask you to take a tour. This is totally up to you. If you don’t want to take a tour then click the little x in the top right-hand corner of the dialog box. You will also notice that on the dialog box the Android and Apple Logos. You can download the Google Sheets App for your smart phone and Send your Invoice directly from your Phone.

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Step 2

Where shown on this image click the folder icon to open files, you will need to download the Invoice Excel document.

Link below.

File

Step 3

In the image notice the title Upload highlighted to the right. Please click on that title for the Upload page to load then find the Invoice File you just downloaded. Failing that Simply drag and drop it into the Dialog box.

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Step 4 & 5

Please Ignore if you’ve dragged and dropped the file into the box rather then Finding it. If you’re finding the file it will be most likely under Download’s you will see that on the left-hand side navigation menu. Click on it to load up your downloaded files then find the Invoice File like in the Photo. Ready for the Last Phase

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Step 4 & 5

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Google Sheets (Invoice)

Step 1

You will now have the current image displayed. This is the Invoice you would be use too, you will notice that when adding price and quantity the values will change. This is fine.

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Step 2

Please enter your details in the areas that are relevant to you, once you’ve entered you details please procced to the next step. You will notice as your working on the Invoice it is saving it for you, so next time you go to enter information it will be there for you.

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Step 3

As you can see in the image Click on the file menu in the top left-hand corner of the screen then follow the next step.

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Step 4

In the File menu you will see the Subtitle “Email as an attachment” please click on this.

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Step 5

A new dialog screen will show please change the Attach as PDF to spreadsheet like in the next Step. And enter in the information that you see in the next Step.

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Step 6

This is the final Step. Please double check the information on this last screen.

Attach as Microsoft Excel is selected.

Being sent to: Office@DARudd.co.uk or Painters@DARudd.co.uk

Subject: Is Your Name and date with Invoice on the end e.g. Jim Bob 01/01/19 Invoice

Message: only use this if you would like to bring something to the attention of the office staff, otherwise leave this Blank.

Send a copy to Myself box: It is highly recommended that you tick this box before pressing the Blue Send button so that you have a Hard copy for your records as well.

Once you’re ready click the Send Button and its done.

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Google Account Sign Up

Step 1

Step 2

Step 3

Step 4

Google Sheets

Step 1

Step 2

Step 3

Step 4 & 5

Step 4 & 5

Google Sheets (Invoice)

Step 1

Step 2

Step 3

Step 4

Step 5

Step 6

Registered in England Number 04262741 Copyright D.A.Rudd Ltd 2019 - 2024 © All Rights Reserved.Created by BarracudaIT

Registered in England Number 04262741
Copyright D.A.Rudd Ltd 2019 - 2024 ©
All Rights Reserved.
Created by BarracudaIT