Sales Invoice Workflow

The Sales Invoice Flow is used by Sales departments to create and approve sales invoices before sending them to customers.
  1. The Notification Bot is configured to notify the Sales manager whenever a new invoice has been completed.
  2. The Notification Bot is configured to notify the Flow manager when an invoice has been approved by the Sales manager.
  3. The Reminder Bot is configured to send email reminders to Sales managers if they weren't able to review an invoice within the specified time period.
A Sales manager gets a notification when the Flow Admin creates a new Sales invoice. The total amounts listed on the invoice are automatically calculated. Once approved, all data is easily extracted to a database for reporting and analysis.

Boost the Processing of a Sales Invoice with airSlate

Use our solution to systematize all Sales Invoice information and know how many goods or services were sold to clients. It includes an end-to-end flow process that automates the Sales Invoice collection.

Customers will easily complete HTML requests, and you will get all the needed info. The process is entirely secure and those who get templates for filing have no access to any other Slates in your company's workflow. They can only fill out the templates accessible to them by the external share link.

Collecting invoices with airSlate you get:

  1. The easy to share and customize HTML forms. Every form receiver creates a separate revision, thus the original template remains untouched.
  2. Setting up of notification Bots aimed at notifying the receiver about incoming Slates.
  3. Usage of a Bot that notifies the manager about the completed document.
  4. Configuration of reminders in case the customer fails to complete the sample in time.
  5. Configure analytical widgets for making reports based on selling information provided by customers.
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form
Documents & Forms included:
HTML_FORM_NEW
Sales Invoice
29 Fillable fields
Use Workflow
Bots included:
open-as-role-addon
Open as Role Bot
Allow role-specific editing
google-spreadsheets-prefill-addon
Pre-fill from Google Sheets Bot
Pre-fill a Slate with data from a Google Sheet
salesforce-prefill-addon
Pre-fill from Salesforce Record Bot
Pre-fill Slate from Salesforce record
packet-name-addon
Assign Slate Name Bot
Assign a name for a completed Slate
notification-addon-postfinish
Email Notification Postfinish Bot
Configure and send out email notifications
salesforce-export-addon
Export to Salesforce Bot
Upload Slates to the record inside Salesforce
google-spreadsheets-export-addon
Export to Google Sheet Bot
Export data from a Slate to Google Sheets