Create Bills in Invoicely

This bot enables you to create multiple bills in Invoicely from an Excel spreadsheet

Top Benefits

  • Automated bill generation at scale
  • Can be run at any desired frequency
This bot can create multiple bills using an Excel sheet as an input and creates new clients if the client does not already exist in Invoicely. This requires an Invoicely account and correct data to be added in the input file provided with the download zip. For more details about input variables, refer to the readme provided. Key Use Case: Invoicely - Create New Bills Invoicely - Create New Bills

See the Bot in Action

Setup process

Install

Download the Bot and follow the instructions to install it in your AAE Control Room.

Configure

Use the Bot in a bot, configure keys and other credentials the Bot will need (see the ReadMe for details.)

Run

That's it - now the Bot is ready to get going!

Requirements and Inputs

  • Functional AAE 11.2
  • Inputs: BillTitleDescriptionNameBillNumberLanguage1Currency1ClientNameNewClientBillDateBillDuePeriodBillReferenceItemTypeItemDescriptionItemCountQuantityRateUnitsBillNoteNewClientTypeOrganizationNameFirstNameLastNameLanguage2Currency2EmailAddressPhoneNumberAddress1Address2CityStatePostal CodeCountryTaxIDFaxNumberWebsiteURLNotesNumOfCustomFields

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