Sheetstead
How to set up a Sheetstead template
These steps work for every Sheetstead template. You need a Google account and a desktop browser.
1. Make your copy
- Open the copy link. For paid templates, it's in your setup guide PDF. For the Free Invoice Log, use the button on its page.
- Sign in to the Google account you want to use.
- Select Make a copy. The copy is saved to your own Google Drive, and only you can see it.
2. Allow the script (paid templates)
- In your copy, open the Sheetstead menu and choose any item.
- Google asks you to authorize the script. Follow the prompts and choose your account.
- If you see "Google hasn't verified this app", select Advanced, then select the link to go to the template.
- Review the permissions and select Allow.
- Choose the menu item again.
Note: The Free Invoice Log has no script, so you won't see this step.
What the script does
- Adds a Sheetstead menu to your copy
- Adds and updates rows in this spreadsheet only
- Shows short messages in the corner of the sheet
What the script doesn't do
- Make external requests to other websites or services
- Send email
- Access your Google Drive or any other file
Phones and tablets
You can view and edit cells in the Google Sheets app. Custom menus don't appear there, so use a desktop browser for menu actions.
Error messages
| Code | What happened and what to do |
|---|---|
E-T01-01 | Select a row on the Invoices tab, then try again. |
E-T01-02 | The selected row has no invoice number. Select a row that has one. |
E-T01-03 | Void invoices can't be marked as paid. Change the status first if this is a mistake. |
E-T01-04 | The "tab name" tab is missing or renamed. Rename it back to "tab name" to continue. |
E-T01-05 | Settings has an invalid value in "field name". Fix it on the Settings tab. |
E-T01-06 | Invoice numbers for year have reached 9999. Start a new copy for more invoices this year. |
E-T01-99 | Something went wrong. Try again. If it keeps happening, email support@sheetstead.com with this code. |
E-T02-01 | Select a row on the Orders tab, then try again. |
E-T02-02 | Channel "channel name" isn't in Settings. Add a fee profile for it or pick a listed channel. |
E-T02-03 | SKU "SKU" isn't on the Products tab. Add the product first. |
E-T02-04 | The "tab name" tab is missing or renamed. Rename it back to "tab name" to continue. |
E-T02-05 | Settings has an invalid value in "field name". Fix it on the Settings tab. |
E-T02-06 | Refunded orders can't be marked as shipped. |
E-T02-99 | Something went wrong. Try again. If it keeps happening, email support@sheetstead.com with this code. |
Still stuck?
Email support@sheetstead.com. We reply within 3 business days.