Invoice from Timesheets
Turns your approved hours and billable expenses into one draft invoice per client and month.
What installing it brings
- 1 workflow23 steps in what runs behind it.
- 1 screenThe pages of its application.
- 1 tableThe data tables it works with.
About this application
Turns your approved hours and billable expenses into one draft invoice per client and month. Paste your timesheet export (date, person, client, project, task, hours, billable, approved), your billable expenses, your rate card and the terms of each client (currency, tax, expense markup, retainer, hour cap, payment days). Code works out every amount in whole cents: approved billable hours at the most precise rate of your rate card, expenses at cost or with your markup, the retainer drawn down on fees only, tax on the net. Hours that are not approved, duplicate entries, hours with no rate and hours over a client's cap are held back with the reason and what to fix, then you run again and the draft updates. Each draft is a card on your Invoice drafts board (Needs review, Ready, Exported) with the invoice text and a CSV to copy into your invoicing tool, and an AI step words each invoice line from the task names, checked by code so it adds no number. Settings: invoice month, currency, default tax and markup, rounding to 6, 15 or 30 minutes, hours over a cap held or billed, entries with no approval flag held or approved, payment days, draft reference prefix, language of the descriptions, preview only. No account is needed. Nothing is sent, posted or created in your accounting tool. Harvest and other time trackers are not read in this version: their time entries do not say the client, whether an hour is billable or whether it was approved.
The published app, exactly as it runs.
This preview is not interactive.
The workflow
What runs behind it: 23 steps, 1 screen.
Published by
livecontext
@livecontext