Customer Invoicing for 10 unit items for 20 clients

TAM_VPS

Hello,

I am new to smartsheets. I have 10 different unit or product codes and price points to invoice out to 20 different client each month. Is there a smartsheet template I could use to do the invoicing through smartsheets? If not, is there an easy way to set-up? Thanks Tammie

Andrée Starå

Hi @TAM_VPS

I hope you're well and safe!

Have you explored using the Document Builder feature?

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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