Automate Your Invoicing

You spend hours with entering and importing data manually?

Are you manually transferring data from one place to another?

Do you spend hours managing chaos instead of managing your business?

Revolutionize Your Business Workflow

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?

Here Is What You Can Expect

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.

Create Invoice With One Click

You can easily trigger the automation with just one click, right from within SmartSuite.
The automation automatically pushes the relevant data into Make, ensuring a smooth transfer of information.
It conveniently populates the data of your clients or customers in a Google Doc template, saving you time and effort.
The created invoice is saved in your Google Drive, providing secure storage and easy access.

Convert Invoice into PDF

Send Invoice

Three Reasons Why You Need
This Automation

Structure Your Workflow

The automation streamlines your workflow, making it easier to manage your invoices and overall workflow. You no longer have to worry about missing invoices, forgetting where you uploaded them, or losing track when sending them to your clients.

Save Time and Money

The automation saves you time and money by automating tasks that you would typically do manually. Moreover, it reduces the risk of errors, frees up your time for other important tasks, and ensures timely invoicing.

Reduce your Stress-Level

It brings peace of mind by offering you a clear understanding of your invoices. With this automation, you can stop worrying about missing invoices. Everything is taken care of and managed meticulously, so you can relax and focus on other important tasks.

The Power of Automated Invoicing

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.