Create Bills in Invoicely

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

Finance and Accounting

Create Bills in Invoicely

Create Bills in Invoicely

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

Create Bills in Invoicely

This bot enables you to create multiple bills in Invoicely from an Excel spreadsheet. This bot is created by PeopleShores.


Features

This bot can create multiple bills using the excel sheet as input and create new client if the client does not already exist in Invoicely.

Benefits

Automated bill generation at scale. Can be run at any desired frequency.


Inputs

BillTitle DescriptionName BillNumber Language1 Currency1 ClientName NewClient BillDate BillDue Period BillReference ItemType ItemDescription ItemCount Quantity Rate Units BillNote NewClientType OrganizationName FirstName LastName Language2 Currency2 EmailAddress PhoneNumber Address1 Address2 City State Postal Code Country TaxID FaxNumber WebsiteURL Notes NumOfCustomFields

Output

A new bill will be generated and saved in Invoicely. A new client could also be generated if it did not exist already.


More Details

This requires an Invoicely account and correct data to be added in input file provided with the download zip. For more details about input variables, refer to readme provided.

Owner Contact Info

Vendor image

Pre-install Checks

Functional AAE 11.2


Install Related

Installation

  • Download the bot from Bot Store.
  • Double click on the .msi file.
  • On Welcome to Installation wizard, click Next to continue.
  • Click I agree to the terms in the license agreement radio button to accept the agreement.
  • Get/Copy the License key from Bot Store Downloads into License Key, click Next to continue.
  • Click Install to begin the installation.
  • Click Finish to complete the installation.
  • To view the installation go to 'My Tasks' folder on AAE Client to see bot files.

Uninstall

  • Open Add/Remove Programs -> Select the Bot/Digital Worker to be installed 
  • Click uninstall 

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