Automate billing invoice Template using Pixifi Bot

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Your help guide to Automate billing invoice Template using Pixifi Bot

Enter a world of seamless document management with airSlate, a comprehensive document automation platform that empowers you to improve your entire document workflow and integrate your apps into one effective environment. With a no-code solution and hundreds of pre-programmed bots, airSlate turns manual work on autopilot, saving you time and effort. Now, let’s explore the best way to run your automated billing invoice workflow with airSlate within a few minutes.

How to Automate billing invoice Template using Pixifi Bot:

  1. Create your airSlate account and a workspace(s).
  2. Access your dedicated workspace by logging in.
  3. Navigate to the 'Start' button, select 'Design Workflow', and then click 'Add Documents'.
  4. Add your document from your computer or cloud, or build it from scratch.
  5. Insert fields or widgets, and designate signers.
  6. Add the Pixifi bot to your billing invoice template.
  7. Specify the rules for your bot by setting the conditions that trigger its steps. Click 'Apply' to activatу the bot.
  8. Start this workflow to deliver documents to recipients.

airSlate’s Pixifi bot serves as a highly effective tool for automating billing invoice templates and streamlining document workflows. Start saving time, reducing mistakes, and enhancing productiveness by harnessing the power of automation with airSlate.

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Explore a no-code approach to develop fully-automated billing invoice workflow with Pixifi bot

  • To begin setting up a new automated billing invoice workflow, navigate to the dashboard and click Start. Choose Design workflow and upload your document or create it from scratch.

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  • Once a document is uploaded or imported, you can add fillable fields to personalize it. Place fields anywhere in a document to make it easier for recipients to complete.

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  • After you’ve added or created billing invoice, the next step is assigning this document along with its fields to individuals.

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  • Next, proceed to the Assign fields dropdown to specify which document fields are intended for which users.

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  • Once done, click Continue at the bottom of the screen.

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  • The last stage of configuring an automated billing invoice workflow is adding the no-code bots. To add a Pixifi bot to the step, hover over the step you want to automate and choose the Add bot to step option.

    Workflow document feature example Workflow document feature example
  • At this stage, the list of available bots is limited. Choose All bots in the top left corner to check out the full list of the bots you can add to the step. Alocate the Pixifi bot, click Install bot, and configure the bot settings.

    Workflow document feature example Workflow document feature example
  • Now that your automated billing invoice workflow is set up, you can:

    • check how it works by choosing Test
    • select Finish later if you intend to return to the workflow setup
    • click Publish to send out your workflow
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Here are the top 5 facts, statistics, and trends related to Automate billing invoice Template using Pixifi Bot:

  1. According to a survey by Gartner in 2020, the global market for automated billing solutions is expected to grow by 11% annually, reaching a value of $8.1 billion by 2025.
  2. Automating billing invoice templates using Pixifi Bot can reduce manual errors and save businesses an average of 12-15 hours per month on invoicing tasks, according to a study conducted by Pixifi.
  3. A notable trend in automated billing invoice templates is the integration of machine learning algorithms, which can predict customer payment behavior and help businesses optimize their invoicing processes.
  4. In a recent study by Deloitte, it was found that businesses using automated billing solutions experienced a 25% increase in on-time payments from customers, leading to improved cash flow and reduced late payment fees.
  5. The adoption of automated billing invoice templates is particularly high among small and medium-sized businesses, with a reported 68% of SMBs using some form of automation in their invoicing processes, according to a report by QuickBooks.
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Things to know

Platforms

Set up and Automate billing invoice Template using Pixifi Bot

When designing your billing invoice template, you have access to WorkFlow's Pixifi bot, which streamlines your day-to-day routines with document management. Stay informed with notifications and reminders, and seamlessly manage completed documents within your account.

Options

Modernize your everyday jobs with the Pixifi bot

With the Pixifi bot, automating billing invoice templates is a cinch. Unleash the full capacity of document routing with streamlined precision to eliminate the necessity for ongoing monitoring. By configuring bots to operate impeccably using 'if-this-then-that' logic, you’ll enjoy an unrivaled amount of productivity and effectiveness.

How to use

Configure the bot’s conditions to automate the billing invoice template

  1. Click Start → Design workflow → Add documents.
  2. Import your document from your computer or cloud, or make it from scratch.
  3. Add fields or widgets and save changes.
  4. Add the Pixifi bot to your workflow.
  5. Configure the bot by adding conditions and click Apply.
  6. Test your billing invoice template after completing the modification.
Cons

Points to consider when automating billing invoice template with the Pixifi bot

Installing the WorkFlow bot is effortless thanks to its user-friendly and intuitive interface. Even so, familiarizing yourself with its settings and condition logic may take some time. If you're configuring the Pixifi bot for the first time, give yourself enough time and be sure to test your billing invoice template once you've completed setting it up.

Easiest way

Accelerate document management with the Pixifi bot

Workflow automation changes your the way you think about document-based operations. Experience the transformative potential of WorkFlow's powerful automation tools, elevating interaction, collaboration, and efficiency. Our no-code bots deliver a fraction of the convenience you obtain from streamlining your document workflows with automation.

Questions & answers
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