Use Clever Elements Bot for Automating billing invoice Template

Discover a no-code approach to build fully-automated billing invoice workflow with Clever Elements bot

• To start creating a new automated billing invoice workflow, check out the dashboard and click Start. Select Design workflow and upload your document or create it from scratch.

  

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

  

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

  

• Next, navigate to the Assign fields dropdown to specify which document fields are meant for which users.

  

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

  

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

  

• At this stage, the list of offered bots has limitations. Select All bots in the top left corner to check out the full list of the bots you can add to the step. Alocate the Clever Elements bot, click Install bot, and configure the bot settings.

  

• Now that your automated billing invoice workflow is configured, you can:

  • check how it works by choosing Test
  • select Finish later if you intend to go back to the workflow setup
  • click Publish to email your workflow