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
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Functional AAE 11.2
- Inputs: BillTitleDescriptionNameBillNumberLanguage1Currency1ClientNameNewClientBillDateBillDuePeriodBillReferenceItemTypeItemDescriptionItemCountQuantityRateUnitsBillNoteNewClientTypeOrganizationNameFirstNameLastNameLanguage2Currency2EmailAddressPhoneNumberAddress1Address2CityStatePostal CodeCountryTaxIDFaxNumberWebsiteURLNotesNumOfCustomFields