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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.
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...