Invoice Generation Script

Invoice Generation Script

Overview

This project showcases a Google Apps Script that automates the generation of invoices based on data from a Google Sheets document. It streamlines the invoicing process and enhances efficiency.

Timesheet Integration

One of the key features of this project is seamless timesheet integration:

  1. Employee Timesheets
    • Employees can enter their working hours, project details, and job descriptions in individual timesheets.
  1. Data Consolidation
    • The script collects and consolidates timesheet data into a master Google Sheets document.
  1. Invoice Calculation
    • Utilizing the consolidated data, the script calculates invoice amounts based on hours worked, rates, and project details.
  1. Efficient Invoicing
    • The integrated timesheet system ensures accuracy and timeliness in invoicing.

Key Features

  1. Data Integration
    • Retrieve client information and project data from Google Sheets.
    • Filter and process data based on client and invoice date.
  1. Customizable Templates
    • Utilize Google Docs templates with placeholders for dynamic data.
    • Replace placeholders with calculated values to generate invoices.
  1. Email Notifications
    • Send email notifications to administrators with generated invoices attached.
  1. Folder Organization
    • Organize generated invoices and PDF copies in client-specific folders.
  1. Date Tracking
    • Update the last invoice date for each client in the Google Sheets document.

Technologies Used

  • Google Apps Script
  • Google Sheets
  • Google Docs
  • Google Drive
  • Gmail (for email notifications)

Benefits

  • Time-Saving: Automates the invoice generation process, reducing manual effort.
  • Accuracy: Minimizes errors and ensures consistency in invoices.
  • Customization: Easily adaptable to different clients and projects.
  • Organization: Efficiently organizes invoices and related documents.

Conclusion

This project demonstrates how automation can simplify repetitive tasks and improve workflow efficiency. By automating the invoice generation process and seamlessly integrating timesheets, it allows you to focus more on your core business activities.

© 2023 Cody Johnson