Tracking and Prefill Invoices

Andy Nix · 05/22/20

In the past 5 months of using Smartsheet we have implemented and change many things in our company. One of the most efficient for us would be Automation of Invoices. Does anyone happen to know if there is a template that will convert the Information from our Invoice tracking sheets directly to a pre-filled invoice we can send out?

Andrée Starå · 05/22/20

Hi @Andy Nix

Have you looked at the integration with Google Docs? You could use that and create the Invoices you need at once and save them to each row in Smartsheet.

Smartsheet Merge that can create Google Doc documents and PDF's.

More info:

https://help.smartsheet.com/articles/1850128-smartsheet-merge-add-on-for-google-docs#merge

Would that work?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andy Nix · 05/26/20

Andrée,

I have not looked at the Google drive integration. Thanks for the idea.

I will do that and let you know how it is.

Andy Nix · 05/26/20

Andrée,

Smartsheet Merge is not available via Google Docs. Am I missing something?

Andrée Starå · 05/26/20

@Andy Nix

Look here.

https://gsuite.google.com/marketplace/app/smartsheet_for_google_docs/306818934099?pann=cwsdp&hl=en

Richard Grimes · 12/17/20

Hello, Can i Asked if this worked? This would be a massive time safer for my company

Andrée Starå · 12/17/20

Hi @Richard Grimes

Have you looked at 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

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

Tracking and Prefill Invoices

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