Event banner
Event details
Join us for the Microsoft Tools for Small and Medium Businesses Ask Me Anything (AMA) on Wednesday, September 25th, from 9:00 AM to 10:00 AM PT.
This event is an opportunity to connect with Microso...
EmilyPerina
Updated Sep 25, 2024
I have been trying to automate invoices to my clients for some time now and can't quite seem to get it into a workable solution. It would be great if there was a tutorial established to do this within the Microsoft Community as I have not been able to find one. What this essentially is would be on a specific date/time of each month, automate an email with an attached PDF invoice to each client for a specific amount.
This is generally under the umbrella of SMB Tools that I think should be added to some kind of toolkit that SMB's can have access to.
Thank you for any insight provided.
That sounds like a good use case for Power Automate. My recommendation is to check out this training module that shows how to process invoices with Power Automate. https://learn.microsoft.com/en-us/training/modules/use-ai-builder-process-invoice/ This might teach you some tricks that you could apply to automate sending invoices.
Hi jmarenda!
I'll try to help you with this question, but first...
- Which platform are you using to generate invoices?
- Which version of 365 are you using?
- Girlfridayvo I used Excel online 365 and save it as a PDF and then attached the PDF in an email in Outlook...
jmarenda I sent over some detailed instructions as a message.
- Another idea is to automate task items when received from specific domain names and have those tasks show up as reminders. I would like to think there is a toolkit somewhere that is available for SMB's to use these items within the MSFT realm.
