Just because the invoice is a business document, doesn't mean it has to be boring
Under construction ...
This example shows how you can generate nice vintage invoices from data in a spreadsheet. It will generate a PDF document that displays the data in a table and sends it as an attachment to your customer.
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 LibreOffice document that is used as a template. To customize the layout of the invoice, open the LibreOffice document from your local Google Drive folder.
Get your free copy of the Vintage Invoice 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 LibreOffice document Vintage Invoice.
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 red Vintage Invoice file is the Ultradoc that contains all the actions to be performed.
The spreadsheet document contains three worksheets. In the Project worksheet, data such as the name and address of your customer, currencies and other settings are entered. The Timesheet worksheet is for recording the services performed and the Invoices worksheet automatically lists all outgoing invoices.
Enter your data in the appropriate places in the table document and maintain the structure of the tables so that the functionality is retained.
Make it yours
Enter project data
Open the document Timesheet directly from Google Drive or via the automation Vintage Invoice by clicking on the editing icon in the building block with referencing these document. Overwrite the sample entries and enter all relevant data into the Project and Timesheet worksheets.
Open the automation Vintage Invoice to format the invoice number which is predefined as follows:
Familiarize yourself with working with variables in this manual.
Open the automation Vintage Invoice to edit the email settings and messages by clicking on the email icon in Plain text email building block.
Some settings, such as recipient and salutation, are created using variables and do not have to be entered. If necessary, however, change the name for the attachment, the subject, and the text.
Edit LibreOffice template
To create a preview of the LibreOffice template, click on the corresponding button in the Create PDF building block menu bar. If you want to edit the invoice template, open the LibreOffice template from your local Google Drive folder with LibreOffice.
When you are finished with your entries, you can start the automation by clicking the Run button in the automation toolbar.
Questions and Feedback
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Last Updated: 02.04.19