Invoice From Timesheet
Generate nice invoices for your work times tracked in a Google Sheet
Under construction ...
This example shows how you can generate nice invoices from data in a spreadsheet. It will generate a PDF document that displays the data in a beautiful table and sends it as an attachment to your customer and optionally to your accountant.
The generated invoice will be uploaded to Google Drive and all generated invoices will also be tracked in the Google Sheet.
This makes invoicing very simple and all relevant data is securely stored in your beloved Google Apps.
Get your free copy of the Invoicing from Timesheet Application.
Getting started
You will have to perform a few simple steps. After you have logged in to Ultradox and copied the example to Google Drive, you will find a number of files in the project folder:
Open the project folder on google drive
In the project folder you will find one Google Document Invoice Template.
The Timesheet Spreadsheet is used to collect all the orders like the project settings, hours per date and category and the folder Invoices will contain all the generated invoices so that you can easily find and resend invoices on demand.
The Automation Invoice From Timesheet contains all the actions to be performed.
Make it yours
Google Document
Ultradox generates your invoices from the Google Docs template Invoice Template.
Open the template via Google Drive or via the corresponding module in Ultradox Automation and change the company logo, the address, the image with the signature and the text.
Google Sheet
Open the Sheet Timesheet via Google Drive or via the corresponding block in Ultradox Automation. Enter your customer and project data here in the Project worksheet and list the details of your services in the Timesheet. Delete the example data here as well.
If you also want your accountant to receive a copy of outgoing invoices, select Yes from the Send email to accountant drop-down menu in the Project worksheet.
Automation Invoice from Timesheet
It is not necessary to make changes in the automation. However, if you want to change the recipient, the subject or the name of the attachment, open the Automation Invoice From Timesheet. Here you can change the settings for the emails to your customer and to your accountant.
The first Send email building block contains the information for the email to your customer, the second Send email building block contains the information for your accountant.
Open the Send Email dialog via the email icon on the right side of the building block if you want to make changes.
Run
Open the Ultradox Automation Invoice From Timesheet and click on the Run button in the Automation menu bar.
Ultradox then creates a PDF document of your invoice, tracked in the Google Sheet, sends it as an attachment to your customer and archives the document in the folder called Invoices.
That's it! You have successfully automated the generating of your invoices.
Questions and Feedback
If you have any comments on this page, feel free to add suggestions right to the Google document that we are using to create this site.
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Last Updated: 4/1/19