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Invoice Generation and Delivery

Example prompt: "At the end of each month, pull billable hours from our tracking sheet for each client, generate an invoice, and email it to the client with a payment link."

How to automate invoice generation with GloriaMundo

The Problem

At the end of every month, someone has to open the time-tracking spreadsheet, filter by client, total up the billable hours, calculate the amount owed, format it all into an invoice, and email it out. For agencies and consultancies with 10-20 clients, this invoicing cycle takes half a day or more. It is tedious, error-prone work — a misread cell or a missed row means an incorrect invoice, which leads to awkward correction emails and delayed payments. The longer invoicing takes, the longer it takes to get paid.

How GloriaMundo Solves It

We build a workflow that runs on a schedule at month end (or is triggered manually when you are ready to invoice). An integration step reads billable hours from your Google Sheets time-tracking document, grouped by client. A code step calculates totals per client, applies your hourly rates, and structures the data into invoice line items — service description, hours, rate, and subtotal. An LLM step generates a professionally formatted invoice for each client, including your company details, payment terms, and a payment link. Finally, an integration step emails each invoice to the respective client via Gmail. Glass Box preview shows you every invoice before it is sent, so you can spot errors and make adjustments.

Example Workflow Steps

  1. Trigger (scheduled or manual): Runs on the last working day of the month, or triggered manually when ready to invoice.
  2. Step 1 (integration): Read billable hours from the Google Sheets time-tracking document — client name, project, hours logged, and date.
  3. Step 2 (code): Group entries by client, apply hourly rates, calculate line-item subtotals and invoice totals, and structure the data into invoice format.
  4. Step 3 (LLM): Generate a professionally formatted invoice for each client, including company details, invoice number, line items, total amount, payment terms, and a payment link.
  5. Step 4 (integration): Email each invoice to the respective client's billing contact via Gmail, with the invoice attached or inline.

Integrations Used

  • Google Sheets — source of billable hours, client details, and hourly rates
  • Gmail — delivers the formatted invoices to each client's billing contact

Who This Is For

Freelancers, agency owners, and finance teams at professional services firms who bill clients based on tracked hours and want to eliminate the manual grunt work of monthly invoicing.

Time & Cost Saved

Manually preparing and sending invoices for 15 clients typically takes 3-5 hours at month end. This workflow reduces the effort to reviewing the generated invoices in the Glass Box preview, which takes around 20-30 minutes. Over a year, that is roughly 30-55 hours of invoicing work saved. The workflow uses integration, code, and LLM steps, costing a few credits per monthly run.