Automate Invoice with Flow template

The Invoice Flow Template is used by companies to automate legal workflows. Companies can automate document processes, streamline interactions, and integrate workflows with third-party services.

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Make legal processes more efficient with document generation

Spend less time creating and processing documents with airSlate document workflow automation. Eliminate manual and paper-based processes to save time and resources. Configure the Invoice Template in minutes to make use of ready-made workflows.

This ready-to-use Template allows you to:

  1. Work on documents with colleagues in a single workspace
  2. Store your sensitive information securely
  3. Automate workflows with no-code Bots
  4. Automate the process of exporting data from a document to your data source

Configure a paperless workflow to optimize routine tasks and get the job done faster with no-code document workflow automation by airSlate.

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intro-texture Invoice
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Pre-fill Invoice fields from a CRM, Spreadsheet or database records

Extract data from Invoice to a CRM, Spreadsheet or database

Archive Invoice to Google Drive, Dropbox, OneDrive and other cloud storage services

Assign recipients to fields and route the document automatically

Automate repetitive tasks in CRMs, G Suite, and other systems of record

Save an average of 8 hours per week with an automated Invoice workflow

Spend an average of 10 minutes to complete a Invoice document

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No-code automation, integrations, configuration and distribution of Invoice

  • Add additional fillable fields to Invoice

    Workflow document feature example Workflow document feature example

  • Embed fillable Invoice in your website or distribute it via a public link

    Workflow document feature example Workflow document feature example

  • Collect payments for Invoice

    Workflow document feature example Workflow document feature example

  • Authenticate recipients for Invoice

    Workflow document feature example Workflow document feature example

  • Request attachments for Invoice from recipients

    Workflow document feature example Workflow document feature example

  • Integrate Invoice with dynamic web-forms

    Workflow document feature example Workflow document feature example

  • Auto-generate documents from data in Invoice

    Workflow document feature example Workflow document feature example
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Automate business interactions with airSlate products

Deploy any business process with an all-in-one no-code automation platform.
Robotic process automation
Configure no-code airSlate Bots in minutes to pre-fill or extract data, integrate into a single or multiple systems of record, automate routing and decisions, or set up reminders, and notifications. Any repetitive task can be done by an existing Bot, or we can build a new one.
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Document generation
The most powerful document generation engine with text tags, fillable fields, e-signature and roles built in, with the ability to connect to multiple data sources simultaneously without writing a single line of code.
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Accept payments
Connect to a payment gateway and accept credit cards, ACH or other forms of payment. Use no-code airSlate Bots to quickly integrate payment collection into contract negotiation, quote-creation, invoicing or accounting.
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Workflow automation
Automate routing, approvals, data collection, reporting and other workflows using no-code airSlate Bots. Configure and deploy them in minutes, no API, coding or complicated standards to learn.
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Contract negotiations
Pre-fill, generate from templates, comment, redline, track changes, approve and e-sign contracts in a single, integrated no-code business automation platform.
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Built-in e-signing
Use airSlate’s enterprise-grade e-signature to set up any multi-signature role-based workflow.
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Mobile-first web forms
Use airSlate’s drag-drop wizard to create powerful, interactive, mobile-native web forms.
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Contract management
Generate quotes, contracts, orders, and invoices while receiving payments and tracking contract execution. Automate every step of the sales and procurement process by integrating with a single platform.
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Advanced analytics
Custom analytics are as easy to set up as our no-code airSlate Bots. Create graphs and reports based on any field in a document, data value, or activity in your workspace.
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No-code Bot automation for any workflow

Automate multi-step workflows with ready-to-use Bots, from document routing and notifications to generating documents pre-filled with CRM data.
Automation bots
Automate every step of your workflow: reminders and notifications, document population with data from other documents, assigning permissions, archiving and more.
Integration bots
Go beyond airSlate and make the CRMs and services that you already use a part of your automated workflows. Expand automation to third-party services without the need to code or pay for API integration.

Top-notch security and compliance

Stay up to date with industry-leading security standards to protect your sensitive information
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HOW iT WORKS

How to Automate Invoice with Flow template

Watch our quick user guide video and learn how to use the Automate Invoice with Flow template. Our instructions show how to automate, sync, and streamline document workflows without coding.

How to Automate Invoice with Flow template

is that it already has some conditional formatting and formulas set up, so it's ready to be populated with data. Next, I have my data source, which in this case is a SharePoint list. This list contains all the invoice data, such as customer name, order date, product, quantity, price, etc. Now, let's take a look at the flow itself. The flow starts with a Trigger, which is a SharePoint item being created or modified. This means that whenever a new invoice is added to the SharePoint list or an existing invoice is updated, the flow will be triggered. Next, there is a Get item action, which retrieves the item details from the SharePoint list based on the Invoice ID. Then, I have various Compose actions, where I'm extracting specific data from the SharePoint item and converting it into the format required for the Excel template. For example, I have a Compose action to extract the customer name, another one to extract the order date, and so on. After that, I have an Excel action called "Populate a spreadsheet," which takes the template invoice file, specifies the sheet name, and maps the data from the Compose actions to their respective cells in the Excel template. This action essentially updates the values in the Excel template based on the data from the SharePoint item. Finally, I have a Create file action, which saves the updated Excel file to a specified location, such as OneDrive or SharePoint. And that's it! With this flow, whenever a new invoice is added to the SharePoint list or an existing invoice is modified, the Excel template will be automatically populated with the corresponding data. I hope this gives you an overview of how to populate Excel templates using Power Automate. If you have any specific questions or would like to see a step-by-step demo, feel free to reach out to me.
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