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Invoicing

The bot gets customer invoice information from a data source and creates a new invoice in the accounting application.

Industry:

Finance/Accounting

All Industries

Function:

Accounts Receivable

Steps

  1. Get invoice information from Google Sheets.
  2. Create new invoice in accounting application.
  3. email invoice to customer.
  4. Update Google Sheet with invoice number and status.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

Bill.com
Bill.com
Crunch Accounting
Crunch Accounting
FinancePal
FinancePal
FreshBooks
FreshBooks
Infor
Infor
Microsoft Dynamics GP
Microsoft Dynamics GP
NetSuite
NetSuite
ProfitBooks
ProfitBooks
QuickBooks
QuickBooks
Sage Intacct
Sage Intacct
SAP
SAP
Xero
Xero
ZarMoney
ZarMoney
Zoho Books
Zoho Books
Lighthouse Payments
Lighthouse Payments

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