This video tutorial from ForTechSupport demonstrates how to streamline your invoicing process using Microsoft Excel, Word, and Outlook connectors in a Power Automate scheduled cloud flow. By following this tutorial, you can free up your time to focus on growing your business.
The tutorial covers the entire invoicing process, starting from listing invoices with non-zero balances, retrieving client contact information, populating invoice templates, converting invoices to PDF, storing them in OneDrive, and sending them via email. It also includes how to update your spreadsheet with the current invoice date and send a notification email confirming successful delivery.
Before starting the flow, make sure you have downloaded the sample files for Clients.xlsx, Invoices.xlsx, and Invoice_template.docx, or have created your own. If you prefer to use your information, you can remove the sample rows from those Excel tables and add the relevant information. If you plan on creating your own form, you will need to enable Developer mode to set the Title and Tag for the Content Control properties for each variable used.
Link to blog article: https://fortechsupport.com/blog/how-to-make-invoicing-easier-with-power-automate-and-microsoft-365
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