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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.
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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. Use AI Builder to process invoice forms in Power Automate - Training | Microsoft Learn 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.
