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
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 red Invoice From Timesheet file is the Ultradoc that contains all the actions to be performed.
Embed the signup form into your Website
On the root level of your Google Drive you will also find a file called Copy of signup form which is the Google Form that the users will fill out to sign up. You may want to rename this file and move it into the Newsletter folder to keep all files in a single place.
To embed the signup form into your website click on the send button in Google Forms and copy the iframe source code into your website.
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 Invoice From Timesheet Ultradoc 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.
Execute
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.
You can activate or deactivate the trigger
To activate the trigger, open the Spreadsheet and launch the Ultradox Trigger from the Add-ons menu.
In the sidebar you will find a section where you can activate or deactivate the trigger. If you activate your very first trigger, you will have to grant access to the script that manages the triggers.
Once the trigger is enabled, you can go to the live form by clicking on Form -> Go to live form to test if everything runs as expected.
Fill out the form and use your own email address to find the order confirmation and invoice in your inbox. In the spreadsheet you will find the order as soon as the user submits the form.
When generating the invoice the spreadsheet row containing the order will be updated so that you can find a link to the generated invoice and the date when the confirmation mail has been sent out.
Questions and Feedback
If you have any comments on this guide, feel free to add them right to the Google document that we are using to create this site.
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Last Updated: 11/21/16
