Workspace owners and admins can restore Google Drive access without losing
invoice history. Schedule invoices guide you through repairs from Create
invoice run or Invoice settings.
For first-time setup and the full billing-period workflow, see
Set up and generate invoices.
Before you start
- Sign in as a workspace Owner or Admin.
- Use the Google account that can access the invoice template and output folder.
- Keep existing invoice files and folders in place while reconnecting.
Restore schedule invoice access
- Select the organization at the top of Invoices from schedule.
- Select Create invoice run to check setup and continue creating, or
Invoice settings to repair setup without starting a run. - If prompted, connect Google Drive and finish consent with the account that
can access your invoice files. - Choose or change the invoice template and output folder in Invoice settings.
- Check the invoice prefix and next invoice number, then select Save and
continue or Save settings.
Resource selections save immediately. Cancel stops creation and discards unsaved
numbering changes; it keeps resources you already selected. Reconnecting may
require selecting the template and output folder again.
If Google is temporarily unavailable, use Try again when the service recovers.
Cancelling Google consent stops setup; select Create again when you are ready.
Restore spreadsheet invoice access
On the spreadsheet invoice page, use Settings to configure or reconnect
Google Drive, choose both resources, and Test connection. The connector
should show Ready, the connected Google account, and the last successful
check.
Update an older invoice template
Both billing modes now require {{WORKER_NAME}}, {{WORKER_ADDRESS}},
{{WORKER_CITY}}, {{WORKER_STATE}}, and {{WORKER_ZIP}} for Staff details,
plus {{BILL_TO_NAME}} for the billing recipient. {{BILL_TO_ADDRESS}} is
optional: include it to show the billing address, or leave it out without
blocking invoice settings or generation.
Replace the old CUSTOMER_* variables; if worker variables already exist,
remove the old customer section to avoid duplicates. Each required variable
must appear once.
For jobsite billing, Bill to uses the jobsite name and full address. Otherwise,
it uses the organization name and full address. Keep the organization's saved
address current. The other invoice fields and line-item table stay the same.
Check that it worked
From the schedule invoice page, Create invoice run should reach period
selection after setup succeeds. Review invoices opens the preview; inspect
errors before selecting Generate invoices. Setup alone does not allocate
invoice numbers or generate documents.
Troubleshooting
- Google does not show the expected template or folder: Confirm the signed-in
Google account can open it, then retry the matching Picker action. - Google consent was cancelled: Select Create invoice run again when
you are ready, then finish consent. Existing invoice history is unchanged. - You are a workspace Member: Ask an Owner or Admin to update the connector.