Looking for Receipt / Invoice templates

Julee Ford

I have created a sheet that tracks payments made. How can I create a receipt from this sheet?

Andrée Starå

Hi @Julee Ford

I hope you're well and safe!

You could either use a Workflow with an Alert combined with the Placeholder feature or use the Document Builder feature.

More info: 

https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

https://help.smartsheet.com/articles/2481651-generate-documents-from-sheet-data

Would any of those options 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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