Auto Create and Send an Invoice: Streamline Your Billing Process

Опубликовано: 17 Ноябрь 2024
на канале: TechflowAI - Producing Time

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Discover how to auto create and send an invoice effortlessly!

In this video, we'll show you step-by-step how to streamline your billing process using Make. Learn how to set up dynamic invoice creation, customize your invoices, and send them as PDFs directly to your customers.

Perfect for businesses looking to save time and improve accuracy in their billing operations.

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00:00 Introduction
00:51 Shopify Test Orders with Multiple Line Items for Demo
01:26 Using HTML for Dynamic Elements
01:54 Creating Dynamic Invoices
02:40 Iterating and Aggregating Line Items
04:13 Downloading and Sending the Invoice as PDF
04:35 Using Set Multiple Variables for Formatting
06:00 Viewing the Generated PDF
06:40 Using Word Templates for Pagination
06:50 Setting Up Word Templates
08:01 Fill a Document with Batch Data Module
09:52 Viewing the Word-based PDF
10:10 Demonstrating Pagination in Word Invoice
10:40 Conclusion

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