Automating Invoicing

NuGenAdmin

Hello,

I am trying to wrap my head around how I can get smartsheet and the Generate documents function to create an invoice based on a form submitted.

I was able to figure out the right balance in the form itself and how to connect the fields to populate each invoice.

Where I am having issues, is each form submitted can have up to six customers and each invoice then needs to run equations within the PDF. I had setup the equations to work in Adobe Acrobat, but then when I upload to Smartsheet for some reason the equations no longer work.

Here is an example: There is a total amount that needs to break down within an invoice by percent, and then I need it to sum at the bottom. I thought I figured it out, but NMC column uses the 201K x the %, the 80% then x the NMC on the line then sums at the bottom. Because there is no way to pull equations from more then one sheet- I am unsure how to solve it. Thoughts? Advice?

Ultimately, I can get the 201K in there, but the % and equations disappear when I put on Smartsheet.

Andrée Starå

Hi @NuGenAdmin

I hope you're well and safe!

Can't you do the calculations in the sheet?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

NuGenAdmin

@Andrée Starå Unfortunately no. There are too many customers and % of allocations that need to be broken down. I would need to either pull the data from two sheets OR have the piller doc do the equations. Losing my mind trying to figure this out.