Automating Invoicing
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.
Answers
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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
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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@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.
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