Are you tired of the time-consuming and stressful task of creating and sending your invoices?
Discover the power of an automated invoice process created in Make: an automated solution that streamlines your invoicing, saving you both time and money!
This automation workflow is flexible and adaptable, allowing you to customize it according to your specific business requirements. It’s the perfect solution for businesses of all types seeking to enhance their operations.
Are you ready to revolutionize your business workflow with SmartSuite and Make?
From lead generation to task management and invoicing, it has everything you need to streamline your workflow, save time and money, and take your business to the next level.
The ultimate solution for businesses of all sizes that want to optimize their invoicing, this powerful automation in Make includes a range of features specifically designed for SmartSuite users.
With this automation, you can focus on your work and grow your business without the hassle.
With this automation, you can ensure that the invoice is generated when desired, with consistent naming, and stored in the designated Cloud Storage.
By simply clicking a button in SmartSuite, you can trigger the automation in Make, which grabs all the necessary data from SmartSuite to generate the invoice.
For instance, imagine being a CEO with multiple clients and ongoing projects. The invoice automation can help you stay on top of your pipeline, eliminating the need to switch between tools, search for client data, or manually convert Word docs or Excel files to PDFs.
In the next step, the invoice will be created and uploaded to your Google Drive.
You simply need to select the desired name for the invoice and choose the location where you want to save it only once.
Afterward, the invoice will be converted into a PDF and saved in your Google Drive as well.
The PDF will be automatically attached to your record. It’s as simple as that!
Last but not least, your invoice will be sent to your client or customer with a personalized email text.