Invoice From Timesheet
Generate nice invoices for your work times tracked in a Google Sheet
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.
The invoice is generated from a Google Doc that is used as a template. To customize the layout of the invoice, open the Google Doc from Google Drive or by clicking on the edit icon in the template building block. You can modify the template to contain your company logo, address and your signature if desired.
The Google Sheet contains the timesheet and the project data like your customer's name, the currency and other settings.
Get your free copy of the Invoicing from Timesheet Application.
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
Open the Timesheet Spreadsheet right from Google Drive or by clicking on the edit icon in the building block referencing these docs.
Open the Automation Invoice From Timesheet and enter the email of the recipient who gets the invoice by clicking on the edit icon in the building block.
Rename the attachment by copy the name of the subject field then your email have the invoice number in the subject of the email.
After you have copied the example, the signup form should trigger Ultradox when users submit the form. If no confirmation mails are being sent, please double check if the trigger has been activated.
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: 2/5/19