Sheets ↔ CRM Sync
Keep your spreadsheets and CRM perfectly in sync, both ways, automatically — no more manual updates.
Turn incoming orders and bills into ready-to-send invoices automatically, with clean records every time.
Setup help included. Secure by design.
Invoicing is repetitive, rule-based, and unforgiving of mistakes — which makes it ideal to automate. The Invoice Automation Kit captures your order data, produces correctly formatted invoices, files them, and keeps your records tidy.
Most small businesses start with invoicing software or a spreadsheet template. Both still depend on a person: someone copies the order details, types the invoice, checks the tax, saves the PDF, emails it and updates the records. That is where the hours go — and where numbering gaps, wrong totals and missed invoices come from.
Invoice automation removes those steps. When an order is placed or a job is marked complete, the invoice is created for you with the right customer details, line items, tax and invoice number, then filed and recorded. Your team reviews exceptions instead of typing every invoice.
The kit suits businesses that send invoices every week, not once a quarter: agencies billing retainers, online stores invoicing every order, service and trade businesses (such as electrical and maintenance contractors) billing per job, and freelancers with many clients. If month-end invoicing takes your team a day or more, automation pays for itself quickly.
The Invoice Automation Kit is a one-time purchase with no monthly subscription. You get the complete source files, MINT configures and tests the workflow for your invoice format, and you go live — typically within 3 to 7 business days. Need something bigger, like multi-entity billing or ERP integration? Book a free automation assessment and we will scope it with you.
This is a source-file product. After purchase you receive the complete files for the automation, so you can run it as-is, customize it for your business, or resell it to others. No lock-in.
Yes. You receive the complete source files for this automation. You can use them, adapt them to your needs, or resell them — they're yours.
Yes. Templates, numbering, and tax rules are all configurable to match how you invoice today.
It goes a step further. Invoicing software still needs someone to type each invoice. The Invoice Automation Kit creates invoices automatically from your orders or billing data, numbers and files them, and updates your records — so invoicing happens without daily manual work.
Yes. During setup we connect the kit to the tools you already use — spreadsheets, Google Workspace, or accounting platforms such as Zoho Books, QuickBooks, Tally and Xero — so invoices and records land where your team already works.
Yes — it is built for small and growing businesses that bill often: agencies, online stores, service businesses, contractors and freelancers. It is a one-time purchase, not another monthly subscription.
Most setups are configured, tested and live within 3 to 7 business days, depending on your invoice format and where your order data comes from.
Keep your spreadsheets and CRM perfectly in sync, both ways, automatically — no more manual updates.
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MINT Solutions Team
Mannveer International · Automation specialists
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